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How to automate the percent complete process
We would like to add the percent complete to the scheduler.0
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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
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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... -
Not To Exceed not being driven by site customer
Please have a look at SO 152232 in the TESTHVAC_P database on S23.The NTE is coming from the charge customer, even though the site customer is selected as the "Price by" and the NTE is actually $500.00. I believe the NTE will in most cases be driv...0
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Scheduling Board headers - RH Column SO STATUS - more space needed
RH Column for SO STATUS on scheduling board is hardwired to display the first 6 letters of SO status. Is there any way to amend that so we can see the 7th digit as well? See attached document for further description/ screenshots and reasoning...0
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Improvement to Bank Reconciliation
In working with the bank reconciliation module we noticed some issues that caused us to spend a lot of time trying to do actual daily reconciliations. We have two suggestions to make this more efficient.1. Amounts don't come over to the Bank Re...0
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Give option to require equipment fields to be mandatory
EMR would like for GE to have a setting to require what equipment fields should be required; focus on equipment type. Currently MFG code is required and Model can be turned on/off to be validated. Equipment Type does not have a option to be requir...0
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Common sign
it has been mention during the conference that Davisware was working on a common sign option in RFS for NET work orders. So if a tech is working on multiple work orders at the same location and using revise call to fill them out they can select ...0