Technicians are not entering service notes on work orders and are still closing the trip and entering time. Giving a portal option to require a minimum of 50 characters (or more) in the service notes section before entering time or closing the trip would be extremely beneficial as we cannot bill until we know what repair was made. If time is entered by a technician, then some type of work was performed, and we need notes to document the work that was performed at the site.
Angie Walker
| Company | Hoffman Mechanical Soltuions |
| I need it... | 1 month |
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 Kelly ' This is for the service notes on the work order so we can send the trip report with a description of the work performed to the customer. If we can force the notes on the labor line type over to the work order (trip ticket), then that would work OR if the requirement impacts the service note on the work order then that would be great and I'll start testing it. Let me know if we're on the same page and this setting forces notes on the work order/trip.
Thanks!
[Logo]
Angie Walker | Enterprise Applications Manager
address: 3816 Patterson St, Greensboro | NC, 27407
email: angie.walker@hoffman-hoffman.com
web: www.hoffman-hoffman.com
direct: 336-743-0355
Hey Angie! I was just looking through our settings and found "Require work completed notes on specified line types"
You can require notes on the labor line type before they can submit their time.
I'll attach a screenshot for reference.
Would this work for you guys?