58

Allow to create a work order for a contact (not account)

Field Service today only supports creating Work Orders for a Service Account. It would be great to also support Contact (so we can support the B2C scenario).

Read more...

14 Comments

Read more... 14 Comments

Category: Work order (58)

STATUS DETAILS
Under Review
0

Generate Work Order from Quote

I would like to see a method to go directly from a Quote to a Work Order (eg. when building a price for a customer generate a Work Order to determine resource availability and soft booking prior to customer approval of a quote). Case > Opportunity > Quote/Work Order is too labour intensi...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Declined
8

Automatic price and quantity calculation of expense and services depending om parameter settings

Should be under a different category (Work Order Review), but I couldn't change. When Bookings related to a Work Order are completed a Review of the job is made. Anything (time, material, expense, fee) that should be invoiced to customer or just added as a cost needs to be entered manually. If...

Read more...

2 Comments

Read more... 2 Comments

Category: Work order (58)

STATUS DETAILS
Needs Votes
25

Generate a quote from Work Order

We would like to use the work order functionality and take advantage of the Incidents definition and relationship with services and service tasks plus characteristics. After that we would be generating a quote that is sent to the customer for approval/ changes. Currently we have to use a plug-...

Read more...

7 Comments

Read more... 7 Comments

Category: Work order (58)

STATUS DETAILS
Under Review
13

Completion of a requirement when booking(s) are completed

When all bookings of a requirement are completed, the work order will get status Open - Completed. Nevertheless, the requirement of the work order is still Active. In case a work order was executed in less time than planned, the remaining duration will still be >0. The combination of the 'a...

Read more...

0 Comments

Read more... 0 Comments

Category: Work order (58)

STATUS DETAILS
Needs Votes
2

WorkOrder not refreshed after resource booking

Not to be refreshed Work Order Form once a Resource_Booking is created via "Book" button and clicked Book&Exit. The page remain unchanged, and requires MANUAL Work Order refresh action STEPS: Go to Case Create WOrkOrder Click "Book" Select Resource Click "Book&Exit" ISSUE: the Main Wor...

Read more...

1 Comments

Read more... 1 Comments

Category: Work order (58)

STATUS DETAILS
Under Review