Field Service Management

When you update an email address under a contact, I wish it would update the email address in the recurring invoice.

Automatically add a % late fee once invoices are past due.

What is everyone doing for any unpaid invoices /bad debt? Just deleting the invoice? I'd like to be able to track this somewhere and keep track but I don't want the info to keep showing up as past due and or an open invoice in my reports etc when it is uncollectible.

As a user, I want to be able to delete my own customers, work orders, invoices, payments, etc. without having to contact support.

The hospitality industry has constant turn over. We should be able to delete non-useful contacts from a customer card's contact list. It clutters the system and can lead to confusion when contacting old employees. If there is anyway to change it on the user-end for clients to adjust the main point of contact for scheduling and AP through their portal side so that it stays up to date, even better.

When you have the "Requires Deposit" feature turned on for your company, there needs to be a way to default to "No" instead of "Yes". We require deposits for about 5 to 10% of our customers, and so having to constantly toggle "Requires Deposit" from "Yes" to "No" is troublesome. Our customer service people often forget, thus we have a bunch of customers that do not require deposits whose profiles now say they do.

Create a scheduling web tool that integrates with SB - it looks at the calendar, tech territory, and tech skills. Allows for online booking through our website.

Email templates for different things - sending an estimate, scheduling a job, sending an invoice. We spend a ton of manual time updating these at each step.

We would like to be able to integrate AI scheduling into SB calendar.

We really need the API won estimates to notify us someplace other than an email from noreply since anytime an estimate is made, work order finished, suspended, invoiced sends with that email address it bury the "notification" that someone won and paid an estimate ensuring that the customer is missed. This is a HUGE blind spot.