Feature Request

Add the ability to edit existing Level Billing agreements after they’ve been created.

Currently we show the booked out for graph, which shows the upcoming four weeks, but does not include metrics for this week/today. It would be useful to see the capacity of the day you are scheduling for, or the current week.

Add a new automation trigger that activates when a new text message is received

Customers would like the ability to keep inactive employees in their account for record-keeping (notes, dates, job history, etc.) without having those inactive employees continue to appear in operational views such as: Dispatch Board Scheduling Page Calendar/Schedule View Any employee dropdown used for assignment or routing

A built-in option to require that a Visit Form be completed before an employee can close or clock out of a visit. This often leads to incomplete visit documentation, as employees may forget to fill out forms.

Update the route map on the Dispatch Board so that the visit circle corresponds to the address entered directly on the visit, rather than defaulting to the customer’s primary property address.

Description: Currently, the Field Force mobile app does not allow users to send emails or text messages directly through the system. When attempting to send a message, it defaults to the device’s native phone or email app.

https://docs.google.com/presentation/d/15e356RHiRuPxxGdyA2I3qKDTJaTMaolIa_Y_nnrmWAk/edit?usp=sharing

Add a search bar to the Email Templates page to allow users to quickly and easily search for specific templates by name or keyword. This would improve efficiency and usability, especially for accounts with a large number of templates, and reduce the time spent scrolling to locate the correct template.