Allow Modification to Agreement Booking Dates
Allow for the ability to change an agreement booking date to processed and update the associated details. This would allow for the scenarios where a technician is onsite and also completes a maintenance or sells a maintenance agreement and completes the first service for that agreement. Currently...
Multi-Day Resource Scheduling Time Frames
When utilizing multi-day scheduling and manually creating a resource requirement it would be ideal to have the time from / time to and even the days from / days to taken into consideration. This would allow for the resource requirement details to be created based on pre-defined information. Sce...
Utilize booking time stamps to create work order services
Allow for an association between booking time stamps and work order products (could also associate by incident type). Generate work order services when the booking time stamp is created or have a flag to determine timing to generate. In many implementations clients are not understanding the dis...
Allow for Completed Bookings to Keep Work Order Open
Allow for work order bookings to be completed and be able to set the work order to open - unscheduled. The reason for this is when using Time Entries, a booking has to be completed to stop time. Then, a new booking is needed for capturing any other time that is spent for that work order. Busines...
Field Service Mobile Drip Scheduling
Allow for bookings to be drip scheduled to the technicians on the mobile device. The number of bookings visible should be a configurable variable. Depending on that number, the agenda view and any bookings views would show the appropriate number of records based on the start time descending.