Field Service Management

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.

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

Support the ability to schedule and dispatch multiple visits with multiple team members all under one work order. This includes consolidating and sending one invoice for all the work performed throughout the job.

Offer GreenSky financing as an alternative payment method so my customers can finance their payment when I sell them a service.

Currently there isn't the ability to edit email templates for Overdue emails. I would like to change the text for overdue emails to be different from that of regular invoices to be done in bulk

We often schedule work orders without realizing theres a holiday that day, and then we end up needing to reschedule—so being able to see holidays right on the calendar would make a big difference for us. (Federal Holidays of course)