7

Add a new Work Order System Status for non-billable or Agreement Work Orders to close them out without generating an Invoice

Add a new work order system status of 'Closed-Non-Billable' so that Work Orders that do go ahead but do NOT need to have an invoice generated can be closed out. At the moment the only option is to create a sub-status that links to the 'Closed - Canceled' system status which is misleading if th...

Read more...

2 Comments

Read more... 2 Comments

Category: Work order (58)

STATUS DETAILS
Needs Votes
0

Contextual email communication For Work Orders and Cases

We need the same functionality as is in preview in Opportunities. Thanks

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Needs Votes
7

Ability to roll up multiple Work Orders into one Invoice

All of our customers have asked for the ability to roll up multiple Work Orders into one Invoice for their clients. A lot of their clients have many Work Orders throughout a single month, and they would prefer to have one Invoice for all of them as opposed to one Invoice per Work Order. Ideall...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Needs Votes
1

Set Primary Incident duration when converting a Case to a Work Order

When you create a WO directly, or update the primary indent type on the WO it takes the duration correctly from the duration of the incident type whether there are tasks or not on the incident type. When you create the WO by converting a Case to a WO it takes it from the tasks attached to the ...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Declined
0

Save Button - Work Order Edit

Can we have the Save (/Save & Close) button in the top menu bar when making changes to a work order. Currently 'Save & Close' only appears on the 'General' tab. To save changes on other tabs, the user has to use the small save icon in the bottom right hand corner which is completely di...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Declined
3

Add a completed y/n flag on the WO Incident

In case of managing multiple incidents on a single WO, the follow-up resource could not track what incidents were solved from the first visit, and what were not due to the following : 1-First visit resource can not complete the WO as only 1 incident has been solved and the work is not done 2-T...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Declined
27

Being able to use a Cusomer Asset on a Work Order without the need for the Service Account to be related to that Asset

If there are Customer Assets that change their location from time to time (cars, ships, lorries, trains, construction machines, ...) it is painful to appropriately plan Work Orders ahead of time for the same Asset but changing locations. When trying to decouple a Customer Asset from the Servic...

Read more...

4 Comments

Read more... 4 Comments

Category: Work order (58)

STATUS DETAILS
Completed
3

Put weather data in the work order

As much of the work is done outdoors, and we know the date, time and geolocation of the work, we should show a "Card" with the target location weather, at the least. Many of our customers will not perform outdoor work during thunderstorms, or when temp is too hot or too cold. Having this weath...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Under Review
3

Anomalous Work Order Identification

Use machine learning to highlight Work Orders which are significantly outside of the norm is some way (Price, Duration, Number of bookings, etc.) to allow organizations to look at a select list of work orders which may yield both opportunities for an organization to learn how to improve their ...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Needs Votes
3

On change of Primary Incident Type also replace subordinated records

After a new Work Order is created and a Primary Incident Type populated, at least the following records get populated into the new Work Order coming from the Primary Incident: - Work Order Products - Work Order Services - Work Order Service Tasks - Characteristics If a User changes the Primary...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Declined