Field Service Management

Can you put it back the way it was? 1- im not arriving late like the template asks me. 2- used to be able to type in the section which made it more accurate on arrival time, ex- trip to customer is 19 min, I can only select 15 or 30.

When a customer is made inactive, all open jobs and estimates get updated to cancelled/lost status, except, recurring work orders which have been modified in some way. Modified recurring work orders are protected from edits made to the job scheduler; this makes sense in most cases, but if a customer is made inactive the future scheduled jobs should be marked cancelled and removed from the calendar. Thanks!

When a customer decides to pay with cc, and check a box pay with CC it would automatically add a credit card processing fee.

Lots of useful apps in Zapier that we could use.

We'd like to use them.

Hello, I've been trying to send 2nd invoices out for my boss, but it seems that I cannot do that and add my own message at the same time. For example, I want to send a copy of the invoice again entitled 2nd Invoice Notice with the body to read like "Here is another copy of our unpaid invoice. Please mail payment at your earliest convenience." This was just normal procedure for us when we had Harmony. Is there anyway I can do this anymore??? It requires me to be able to draft an email basically.

This feature will allow ServiceBridge User's customers to approve estimates that were sent from back-end or from a mobile device directly in Customer Portal. Part of this would be a specific link to that Estimate in the email body which customer should click and will be redirected to the document for review, approve or decline proposal.

Is there any plans to accept ACH payments? Authorization to debit directly from the customer's checking or saving account for the purpose of bill payment.

Provide a read receipt, or confirmation when an email sent from ServiceBridge has been opened by the recipient.

I want to be able to see where my vehicles are on the map to know whether my teams are in route to my jobs.