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Schedule Filtering & Job Type Color Management
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Events
Move from schedule back to waitlist
Option to move an event that is on the schedule to the waitlist without having to delete the event and redo it.
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Events
“Add a Project option that lets one project spawn multiple schedule entries while keeping one set of budgeted hours.”
We need to be able to track budgeted hours across a project that we work at random dates with any combination of our employees.
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Events
Add upload progress percentage for photos and videos
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Events
Bulk Move Recurring Events While Preserving Future Cadence
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Events
Total Revenue Summary
Provide a summary of total revenue for the day, week, and month, ideally in the calendar view, for quick reporting and insights.
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Events
Master Routes
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Events
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in discovery
Show current capacity for the week/day when creating an event
Currently we show the booked out for graph, which shows the upcoming four weeks, but does not include metrics for this week/today. It would be useful to see the capacity of the day you are scheduling for, or the current week.
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Events
Mandatory Visit Form Completion Before Closing a Visit
A built-in option to require that a Visit Form be completed before an employee can close or clock out of a visit. This often leads to incomplete visit documentation, as employees may forget to fill out forms.
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Events
Search in Dispatch board for customer
There should be a spot to search for a particular customer in dispatch board so we can quickly find a customer without having to scroll through 30-40 visits.
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Events
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