Please make Work Order Type and Work Order Stage show up in the work order list information as well as the agenda view. This way techs can see these things at a glance instead of drilling into a work order. I think it’s important they know what they are going out for (Work Order Type) …
Please add time stamping in Mobile II for technician notes. There is no chronological tracking for technician notes and I think EVERY company would use this feature.
We have discovered this is a very dangerous button. We need to allow our dispatchers to create work orders so I can not take away that permission. But this button when checked will prevent our billing team from seeing the work order ready to bill. We would like to see this button as a security …
Adding a terms field to a purchase order would be very helpful . It would allow the person filling out the purchase order to report how they plan to pay for the items. This could be achieved as a simple field that can be referenced (like the stage field) that works only on the purchase …
The current list of permission on the security form is very large and can sometimes be difficult to sort through and find the exact permission you’re looking for. If there was a way to type and search and have it find matching security preferences, it would make it alot easier to assign those permissions to …
Add the “Assigned To” as a column Would like to be able to re-assign an asset from one employee to another. I.e. Johns truck is in for repair so he will be driving the extra service truck for a week or so. Or if Bill let John borrow his generator. Move from one employee to …
It would be very useful to be able to have a setting that would notify someone that a stage has been updated. Being able to Say “Send notification to X person if stage changes to X” This would help with expediting processing of certain time sensitive stages or stages that require specific follow up (maybe …
Stage Notifications (Message responsible parties) Read More »
Add historical tracking of the progression of stages. It would be very helpful to see the dates and times that stages were changed and the stage it changed to (and what it used to be). It would help businesses get a handle on where certain things are getting hung up or provide KPI information for …
Have a menu button on the work order that would populate the items listed on the work order, in the inventory transfer form. This would save a lot of time, not having to open the “inventory transfer form” and manually retype all the items listed on the work order to transfer the inventory to a …
Add filters to the ‘Reimbursable Items’ screen similar to the filters found on the ‘Assign Work Orders’ screen. Some jobs have so many entries making difficult to invoice projects in an efficient and timely manner.
