Agreement Booking Setup's Recurrence Settings to draw from Entity Fields


Currently, the only fields the Agreement Booking Setups default to are the Start Date and End Date of the parent Agreement Entity. The other fields: Recurrence Patterns and Range of Recurrence (except Start Date) all have to be entered manually on each Agreement Booking Setup. (and Recurrence ...

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Category: Field Service (79)

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Needs Votes

URS - For Outlook Integration, add more than just a meeting Subject


Would be very useful to show not only the Booking's Name field in the Outlook Calendar Invite's Subject Field, but also show set the Location field to be the Latitude/Longitude coordinates of the Booking, if available, and set the body of the invite to a multiline description field from the Bo...

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1 Comments

Category: Universal Resource Scheduling (237)

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Needs Votes

URS - Extend Restricted, Preferred Resource Functionality


Need to be able to specify that a Resource is Restricted from working not only at a Site (Service Account), but possibly for all Sites of a Customer (Business Account), an entire Service Territory or company-wide.

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Category: Universal Resource Scheduling (237)

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URS - Edit Working Hours as a mode in Schedule Board


Allow editing a Resource's Work Hours as an overlay on the Schedule Board, invoked as a choice from the Context Menu when right-clicking on the Resource on the Gantt.

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Category: Universal Resource Scheduling (237)

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URS - Allow overriding/default travel duration on Schedule Board


Would be good to allow a User (field or back office) to override the travel duration for a particular work order, and allow routing to reflect that. For example, if RSO/Scheduling calculates a 3 hour drive to a remote location, but the person chooses to fly instead (and is able to provide the ...

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Category: Universal Resource Scheduling (237)

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Needs Votes

Field Service - Time Off Request removal


When a Time Off Request is created, it makes Working Hours become Non-Working Hours. There appears to be no easy way to restore the Time Off Request's hours from Non-Working to Working in case of a change of plans. For example, consider the case of a Personal Time Off (PTO) day, or a Doctor's ...

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2 Comments

Category: Universal Resource Scheduling (237)

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Needs Votes

RSO - Maximum Total Travel Distance/Time, Maximum Number of Visits Per Day Constraints


In several opportunities where short duration jobs are the norm, the client needs to be able to limit the number of visits per day or the total distance traveled per day. These are not objectives, these are hard constraints due to various regulations, some internal, some governmental (OSHA). T...

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1 Comments

Category: Resource Scheduling Optimization (37)

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URS: Double-click on Resource Cell automatically opens Contact Card


Instead of right click on Resource cell and then left click on View Resource Card, allow double click on the Resource cell and automatically bring up the contact card; again double click to close the card, along with the 'X' to close out the card.  Double-click is still easier and ...

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Category: Universal Resource Scheduling (237)

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Needs Votes

URS: Filter option to filter out Bookable Group Members (so that they can only be seen in the Split View)


Would be helpful to be able to filter out Resources that are assigned to a Bookable Resource Group, to be able to visualize who is NOT part of a Group.

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Category: Universal Resource Scheduling (237)

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URS: Better Work Hours Calendar Management: Importing, Copy-Pasting Calendar Entries


Please allow importing of Work Hours calendar entries for those scenarios where a Weekly Calendar Schedule is just not possible - for example, when the schedule is set for 2 week rotations at a time, not 1 week (week 1: Sunday, Monday, Wednesday, Thursday; Week 2: Tuesday, Friday, Saturday) or...

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Category: Universal Resource Scheduling (237)

STATUS DETAILS
Needs Votes