We are currently setup for the technicians to be able to send trip closeout summaries. We run 100+ trips a week in service and the most recent update now sends ALL trip notes tied to that service WO.
In our case we have a lot of work orders with 20+ trips on that WO each one has trip notes. so when the tech closes out it sends everything tied to that work order.
The result is trip reports ranging from 30 pages to 1200 pages being sent in a pdf. This really breaks one of the best features of the tool putting instant direct reporting in the hands of the technicians.
Unfortunately the only option is for me to disable the report email and send them myself which i have yet to verify that it doesn't do the same thing.
As i understood the update I thought it should have added the ability for someone to resend or forward a trip closeout report (Which we desperately need). Instead this update makes you choose to either have the technician send it or someone that has access to the SVC manager dashboard to send it.
If the intent was to create a summary of all trips then you should create a separate "Trip Summary Report" that compiles all available trip reports for that WO. let the trip report remain as the day to day communication for ALL work orders including long term work orders.
James Tomlinson
| Company | Veregy |
| Job Title / Role | Service Coordinator |
| I need it... | Yesterday...Come on already |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2024 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Hi Mark, i currently have a ticket open on it and helpdesk suggested that i come here and post it so it would be on developers radar. Case# 30996108
Hi James,
I believe this was an issues that was resolved in one of our recent hotfixes. Can you update your web portal to the latest version and see if your behavior is resolved?
If not, our support team will review this with you and find out why this is still happening.
Thank you,