Enhanced Client Job History View in Job Details Screen



Description:

  • For businesses that offer recurring services, having quick access to a client's job history is crucial. Users have expressed the need to view a snapshot of a specific client's job history directly within the Job Details Screen.

  • This enhancement aims to provide a more streamlined user experience, reducing the need to toggle between multiple tabs or screens.

Current Workflow:

  • At present, users often keep separate tabs open for the Scheduler and Active/Completed Jobs to search and verify a client's job history.

Proposed Solution:

  • Introduce a dedicated section or tab within the Job Details Screen that displays a client's job history. This section would provide a concise table view of past jobs, making it easier for users to get a comprehensive understanding of a client's service history.

Table Structure:

  • The envisioned table would allow users to filter job history based on locations.

  • A dropdown menu would enable users to view job histories for all locations associated with a client or focus on a specific location.

Additional Notes:

  • Implementing this feature would significantly enhance the efficiency of accessing crucial client data, especially for businesses that have regular client interactions or recurring service schedules.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Tags

Usability

Date

Over 2 years ago

Author

Termite Solutions South Coast

Subscribe to post

Get notified by email when there are changes.