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Ability to See Closed/Billed Jobs in Today's Schedule
We would like the ability to see closed/billed jobs in Today's Schedule, even if the techs cannot edit them. The techs have the ability to view closed jobs in Customer Lookup but they often forget the customers name or address but they will rememb...0 Needs review
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If you change the phone # when entering a service call, that # should be on the email to the tech not the primary on the account.
When entering a service call, you will change the contact & phone # on the call if it is different than the primary contact for that customer. The tech needs to see that information when the call is sent to them. So we currently have to put th...0 Needs review
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Percent Complete Grid - Add Resize options
Add option to resize/maximize percent complete grid0 Needs review
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We would like some sort of prompt or indication that the equipment is under warranty when they add that specific piece of equipment to a new
WO or start a job with a warranty piece of equipment. We think that adding to the Equipment Details listed on the Status tab of RFS could accomplish this. Something like, under the Equipment Details, "Warranty?: (Yes or No) | Warranty Date: (warr...0 Needs review
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Emailing multiple invoices at the same time
We need a much easier way to send multiple invoices via email. It takes way too long to have to save them to our hard drive, then attach them to an email and send. There needs to be an easier way, This program is adding large amounts of office ti...0 Needs review
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Suggestion: "crew time" on RFS
We have a suggestion from our technicians who use RFS. They are suggesting an option for something like \"crew time\" where if a group of techs are on the same work order, one of them (a lead) can enter the work description and close out the orde...0 Needs review
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Emergency SOs from RFS
In GE users can create an emergency SO and attach it to a PM agreement. Would like to allow RFS users to do the same thing using the app.0 Needs review
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Division Field in Master Form tab in the Service Dispatch Control File
Can I suggest a rewording of the tooltip that is displayed for these fields to better reflect what they actually do? It is kind of ambiguous: “Select the call type that this form will be used for…”. It doesn’t say anything about “when used as a ch... -
Employee Maintenance add Termination reason for Resigned
Would like to see Resigned as an option either in place of Quit or in addition toI0 Needs review
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Reporting: Misc Items Sold report: Work order numbers
Would like work order number to be listed in the misc items sold report (under inventory section)Steps to Reproduce / Details / Questions Step1 In Vision go to Reports - Inventory - Misc Items SoldStep2 Choose a date range i used 10/1/2020 - 11/...0 Needs review