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Techs overwrite SO comments
When multiple techs work on the same Service Order, their comments overwrite the other techs comments. Would be nice to keep both comments as techs might be working in two different areas of the building/site and can't communicate in person about ...0 Needs review
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Automatic timestamp in SO comments
It would be nice if tech's comments were automatically timestamped and also included their initials or name. They forget to do this themselves, but without it, the comments are unintelligible. -
Equipment
​When I click on the equipment tab in a work order to find a piece of equipment and it is not there, there should be an option to add it right there. Instead, I have to go out the customer view and add it there.0 Needs review
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Customer Merge Enhancements
The Customer Merge utility is very powerful and way too easy to make mistakes with, and too much of the data can't be recovered without extensive back-end data manipulation. I strongly suggest that you change it so that the screen shows the custo...2 Needs review
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Weekly View for Dboard
This feature would allow dispatchers to schedule jobs into the future more easily, as they would have visibility of every technician's capacity for upcoming days from one screen instead of having to click through each day individually.0 Needs review
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Quicker/Easier DBoard Switch
It would be nice to have the option to change the day you are viewing on the DBoard simply by clicking an arrow back (to look at the day prior) or an arrow forward (to look at the next day). Having to go up to DBoard, and then select the day (and ...0 Needs review
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RFS Support of MFA (two-factor authentication)
TriMark has request that RFS add two-factor authentication for logging in.0 Needs review
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Customer Statements in bulk
I would like to be able to individually select which statements I would like to email out, and then hit send.0 Needs review
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Allow RFS to Save files from the File Room, Master Forms (Saved Forms), Checkout Forms to Local Device.
This feature was lost when we moved to the Xamarin platform, because at the time iOS did not have the capability to save files to a iPhones local device. In talking with development the feature is possible in Xamarin, but will require time and R&a...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.