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Adding Spell Check to Emailing Function
It would be great to be able to have a spell check option when emailing a work order/estimate/invoice right from vision.0
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Would like to have work order automattically move from work que waiting on parts to ready to scheule if only single po is attached and all parts are in
currently, when a Purchase Order that pertains to a particular Work Order is received in full, the user still needs to remember to go back to the Work Order and manually check a box so that Work Order can be dispatched. At every turn, we are attem...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.0
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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... -
Being able to have a recieved/post check box, wrong part check box for material received on PO's.
This would allow the Purchasing dept. or employee to be able to check the material received to better track PO"s and be able to pay partial PO's to our vendors instead of having to wait until the whole PO is filled before you are able to Post and ...0
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Improved User Interface for RFS
Creating a simplified, user-friendly interface that would allow techician's to complete their work faster. -
Integration with ProfitRhino
Allow for technicians to access & add ProfitRhino while out in the field. -
Admin Logic for Dispatch of Service Agents
We need to build a logic administration page that will allow a manufacturer to apply different rules for automatically selecting service agents for service orders. Some of the rules would be, Rating, Certifications, Distance, Rate, How many Servic...0 Planned