Field Service Management

Can I look up the work history, Estimate or phone number under search for a client? When I try to find a client by the phone number I cant. And when I need to see an estimate or work history of a client on my phone I cant

I would like to track conversations I have our employees. You can do this under customers but I would like the same option for employees

Be able to upload PDF for the customer to see instead of only Photos.

It would make so much sense to make this happen! Not sure why the sales person must lose access to their estimate when they select WON. They should at least have viewing & filtering permissions on their device for their WON/LOST estimates. Even add a little green check mark icon to their WON estimates on their device!

Allow a field to add work order notes to all estimates . Want to add a disclaimer for potential clients to review prior to est approval. Disclaimer is too detailed to add as a line item and would muddle job details.

When they are approving the estimate online, they should be given the option of saving the credit card on file. We need a card on file for certain services, like recurring cleanings. Also a lot of customers assume we have their card on file from when they paid the deposit and do not pay on time because of this.

I want to be able to swap like I can on the website to view the work attached to any personnel in our system. I'm unable to see customers what my installers customers are for the day unless I use the site.

Example: Paypal, Venmo, Zelle, CashApp, ApplePay... Each location could opt in (add) whichever methods they want to set up and offer to clients. Collecting payment should be the EASIEST ACCESSIBLE function for customers! LInked buttons would be amazing...or just making these methods available in the PayNow portal would be super helpful too.

When a new customer's zip code is entered, or needing to re-schedule an estimate, AI could automatically assign to the sales person covering that particular area/zip (we have multiple sales people who cover certain areas of our territory, so needing to divvy it up by zip codes), and pop up the best 3 available appointment slots based on existing appointments and routes...of course along with the less efficient available appointment slots below the top 3, giving both the scheduler and customer quick options to choose from. For work orders & call backs with assigned techs...AI could locate nearest time and date based on existing appointments & jobs proximity on maps to recommend best appointment date/time slots. At this point, the scheduler has to have 2 to 3 other screens pulled up (map, calendar, list of zip codes per sales person...) to decipher what will work best (most efficient & convenient) for all: personnel, customer, salesperson and the company! Would save so much time and fuel and money if this were to function top of it's game!

It would be super helpful to be able to take a picture within the app and then draw on that picture to indicate where things are going. For example, we take pictures of houses gutter installation and it would be nice to be able to draw where a downspout will go.