Feature Request

A user has multiple recurring services or packages for a customer. Instead of creating each visit individually, the user can select multiple line items or services and generate all associated visits in one action. This would streamline scheduling and improve efficiency, especially for customers with multiple jobs or recurring services.

Currently, when reassigning an employee in the Dispatch Board, the change only applies to a single visit. There is no option to update all future visits for the same client or job at once. Requested Improvement: Add a feature or checkbox in the Dispatch Board that allows an employee or crew reassignment to apply to all selected visits or all future visits for that client/job in a single action.

Currently, the form cannot be tailored to match a business’s specific service offerings. Customization would allow businesses to collect the information they need from clients accurately and efficiently, improving usability and ensuring the work request process aligns with their workflow.

Manager Notes: Managers can add instructions for what the technician should troubleshoot or repair. Technician Notes: Technicians can separately log what they found, actions taken, and how the repair was completed.

Automatically remove scheduled visits from the calendar when an estimate is declined, to reduce manual effort and simplify workflow management.

Allow accepted estimates containing specific services to automatically be added to a designated multistep program without requiring manual intervention. This would streamline workflows and reduce manual steps for users managing recurring services or programs.

Provide a summary of total revenue for the day, week, and month, ideally in the calendar view, for quick reporting and insights.

Show the job’s total amount directly on the calendar view so users can quickly see financial details at a glance.

Include the assigned technician’s name on each calendar block for easier scheduling and visibility.