Submit your Suggestions for Vista Web

Add multiple materials to work completed lines

Need a faster way to add multiple materials to work completed lines in Field Service. Having to leave the work completed screen, go back and select it again after adding one material, is cumbersome when the tech has to add multiple materials.

  • Monica Hodges
  • Aug 17 2021
  • Shipped
Company EMCOR
I need it... Yesterday...Come on already
  • Attach files
  • Kimberly Milstead commented
    20 Feb 22:28

    Knowing our field guys who will be using this feature, it would be GREAT to have the option of adding multiple items in one shot. Most of them use their service trucks for an office so working from the iPad or phone, and the ability to add multiple items at a time would be a HUGE time saver! Plus, it would reduce the amount of frustration :)

  • Seth Gill commented
    04 Feb 15:40

    We often times have lists of 20 to 30 different kinds of material. Anything that reduces the field techs ability to make mistakes will ensure that we can invoice correctly the first time, on time.

  • Melissa Christensen commented
    04 Feb 15:37

    We'd also like a write in option for materials not listed - rather than using a Misc. Item.

  • Melissa Christensen commented
    04 Feb 15:34

    Currently, you can pick multiple material items in the drop down list, however, you have to go back and select each line for the quantity. The request is for an enhancement for a “grid pop-out” that would allow you to pick the material and also enter the quantity.

  • Admin
    Mark Cadman commented
    February 22, 2022 16:54

    Hey Monica,

    How many materials do your technicians typically need to add at a time?

    Thank you

  • Monica Hodges commented
    February 22, 2022 14:14

    Need to add multiple items (with a plus perhaps) before you select save

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