-
How to automate the percent complete process
We would like to add the percent complete to the scheduler.0
-
Data Visualization Dashboard
Allow users to create charts / graphs to present data from Vision, and then combine those charts / graphs to make up a data dashboard.1
-
Ability to send SMS messages to both employees and customers
This would allow office users to send messages to coworkers from within Vision, along with the ability to send reminder text messages to customers. -
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. -
Multiple Unassigned Columns on Dboard
This would allow dispatchers to create multiple unassigned columns that could each have different filter settings. Example: an unassigned column for PMs, calls waiting on parts, emergencies, etc. This would make managing a high-volume unassigned c... -
Add Inactive option to Product Groups
Over time, Product Groups can change and some become unused. Would like a way to inactive them.0
-
Totals for all columns on the invoice tab
It would be great to see totals forall columns on the invoices tab of the job entry screen. See attached.Hi Marcia,Moving this to Level 2 for the product team to review your suggestion: Can all columns in the Invoice tab for Job Entry display a ...0
-
Odometer Update Messages - Verbiage Modification Updates
There is much confusion with clients when odometer updates are not updated due to small variances. CASE STORY 1:VehicleA starts with Odometer = 20,010.57RFV Sends update of Odometer = 20,010.57Because this is the same Odometer values, current mess...0
-
Adding fields to Dispatch Message Layout
Is it possible to have additional field name options added to the dispatch message layout? In specific, I am looking for the field from the customer maintenance screen Telephone 20
-
No Service Quote email default in user maintenance?
Marie noticed there is no place to put in a default email body for Service Quotes, though there is similar settings for Orders and Jobs. Are we missing this due to a bug, or is there some other way to differentiate Service Quote emails from Servi...0