There should be a way when adding a Job to add the Clients contact info (name, phone, notes such as gate access/personal note about client) and this info should show up at the top of the Details page. As of now you have to manually type in any contact info into the job notes (which should be reserved for notes about the job). This would not only look better from a UI perspective but would save the employee's time by having it under the Job name/# (above the address line).99 votes
Hey Kevin, thanks for bring this idea to the table and allowing others to vote and participate on this!
I’m happy to say that we are currently in the process of planning and building a new feature that allows you to assign jobs to a customer. So be on the look out, great things coming soon!
Make a complete job list available for employees to see on the app, so they can see info like the address for all job sites (not just job names).2 votes
Hey Nikki, thanks for your feedback! Just to clarify, employees do see all of the jobs that you give them access to. So if you don’t have any access restrictions they will see all of the jobs that you have on the website.
This includes any information like attachments, descriptions, addresses, and more. When clocking into that job, they just have to hit the “i” button on the time clock screen. We do have a new version of the Time Clock that will make this process a whole lot easier and more intuitive. I can update you when it is out!
I do over 1,000 service calls a year, many times for the same customer. I would like to see a way to file the jobs in folders to make finding old jobs and notes easier and more accurate59 votes
Thanks for bringing this idea to the table and allowing others to vote and participate on this!
I’m happy to say that we are currently in the process of planning and building a new feature that allows you to assign jobs to a customer. Then you can new and old jobs just by them. Like others have mentioned, we do currently have different folders for all jobs, active jobs, and inactive jobs on the jobs page now. So this is great for your organization.
But be on the look out, great things coming soon!
We currently have an excel spreadsheet with over 150 MasterFormat cost codes.
Would like the ability to upload the spreadsheet data to Tasks instead of having to post each task/code individually.20 votes
We have started work on a new feature that will allow users to upload CSV lists of employees, jobs, tasks, and our new Customers feature directly to your company!
That makes the creation process a lot easier, especially for companies with information that changes frequently!
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