Field Service Management

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!

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.

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.

Will we be able to view the calendar on the mobile app in the near future. I'd like to move our operations from google calendar to SB calendar but that isn't going to work unless it's available on mobile.

Easily Getting Emoji onto Work Orders Would enable us to communicate a significant amount of info about the job without having to write it out. Personally it would be my preference that these symbols did not then end up on the work order. Such things could include - A phone for calling when on way Red Exlamation for important New - For new customers There could be an endless list of things that could be communicated in the summary or in the notes just by a small picture.

Price levels increase automatically. Company can set up the percentage of increase and date of the increase.