Expand the Service Manager Dashboard
Managing trips on the traditional dispatch board is extremely slow and too many steps when you have 1k WO's & 2500 trips in 6 months. The service manager dashboard could effectively manage trips much faster than traditional methods IF you add ...
HQ Reviewer Group displayed in Keystyle
Would like to see the ability to see the HQ Reviewer Group on an invoice when using Keystyle.
Create PO Change Request that follows workflow approval
as above we would like to use PO changes via Keystyle but have it follow the same PO workflow for that project.
Expense Submission History, add option to also search by Package, Description, Amt, Status, Date Paid, Check #, whether it is Reimbursement or Credit Card reconciliation, and Coding fields.
If can't search by these other items, it is just a big long list to scroll through.
Field Ticket improvements to notifications
If they receive a notice that a ticket was unsubmitted then there needs to be additional notices when the ticket is resubmitted and approved.
Field Ticket pre-load should only bring up list of your current jobs.
When choosing the option to pre-load it should only have jobs in the drop down that are current jobs you have submitted tickets on.
Field Ticket in progress entry section get an error if there is no associated labor.
When entering the phase code in the progress entry section of a field ticket, if there is no associated labor in the payroll section then get an error message.
Field Ticket we need to have an option to show the notes section on the standard report.
There are times where the notes are important to send with the report. We need to be able to choose to include the notes.
Field Ticket need phase codes to prefill from payroll to progress entry
We need the phase codes that are used in the payroll section to prefill in the progress entry section.
Field Ticket need to be able to edit the log date.
The log date is required to create a field ticket. We need to be able to edit this field in the event that it was started with the wrong date.
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