Field Service Management

Select and add photos taken in the work order to the invoice.

For example, I would like to be able to generate a report that shows all upcoming (Assigned) jobs (Job level report) AND details about what Assets those customers have (Customer level report). Current report options seem limited to only Job level Or Customer level, but not both at the same time.

Allow advance scheduling with individual team members

Currently, you can get the third party bill payer information but not change it. Setting this would improve the ability to create custom integrations with other SaaS apps.

Having the ability to assign equipment and serial numbers to customers and track the work orders and history.

I'd like to request a feature enhancement that enables the ServiceBridge mobile app to automatically detect and apply the language set on the user's mobile device (apple/android). This functionality is already supported by similar platforms like Jobber, Housecall Pro, and Zoho, as well as most mainstream apps such as financial tools and social media. The idea is to have the app load the appropriate translation files at launch based on the device’s system language, with a fallback to English if the detected language isn’t supported. This will significantly improve accessibility for our field teams and streamline the user experience.

It would be great to have a build in verifier when importing a bulk upload of accounts. For example, within our CRM platform Repsly, when I bulk upload a notification pops up that lets me know how many new accounts were created and how many existing accounts were updated. I have to select confirm on that notification before the upload processes. This allows me to quicly verify if the upload looks good.

Would like a place to put blanket purchase order (yearly PO that doesn't change all year) numbers on an account, to where they show up on every work order and invoice. Like where you have the WO/EST Summary. Instead of having to remember to copy and paste it from their notes to the invoice notes.

Critter Control corporate informed the offices that you are working on some level of integration with BirdEye. Can we get some details of the pieces being integrated and what timing looks like.

Would also like if these text messages were automatic