Search results by user ID 6289

Work Order Sub-Status

Clearview — Fri, 21 Feb 2014 21:10:59 GMT

I need a Sub-Status field on work orders witha drop down list (things like pending approval, confirmation call needed, call ahead, time sensitive, re-work etc.) How do I do that?

Once created I need it to print on all work orders & route sheets. How do I do that?

I also need a way to indicate the sub-status on the calendar like an Icon or perhaps color coding. I'm guessing this part would require one of you doing it for me. If so approximately how long would it take?

Routing Assistant

Clearview — Fri, 21 Feb 2014 20:56:44 GMT

If I come on board with Method I'll be giving up the "Routing Assistant" feature in Service CEO online edition. It works like this: Clicking the Routing Assitant for a particular technician will plot out all of their jobs for that day on Google Maps. Each job will have a number (or letter) so you can see how they are routed which empowers you to make adjustments to optimize routing efficiency. The question is: 1. Aproximately how many hours of customization will it take to replicate this? 2. Since this is such a valuable tool (& will help you win over new customers from SCEO, will you add this feature to the Pro version?

Also see my post for a similar feature called Scheduling Assistant.

Scheduling Assistant

Clearview — Fri, 21 Feb 2014 20:46:49 GMT

If I come on board with Method I'll be giving up the "Scheduling Assistant" feature in Service CEO online edition. It's like this: When you are scheduling a job (new or existing) you can click the Scheduling Assistant & see jobs plotted out on Google Maps near the one you are booking. You can also use filters to choose what you see, for instance - date range, which technicians, the type of jobs etc. I'm confident the sharp team at Method can replicate this feature. The question is: 1. Aproximately how many hours of customization will it take? 2. Since this is such a valuable tool (& will help you win over new customers from SCEO, will you add this feature to the Pro version?

Also see my post for a similar feature called Routing Assistant.

Location Specific Note field

Clearview — Fri, 21 Feb 2014 20:29:45 GMT

How do I add a location specific note field?

How do I get that field to print on all work orders for that location?

15 Minute Increments on Calendar

Clearview — Fri, 21 Feb 2014 20:08:45 GMT

Can I make the calendar show in 15 minute increments instead of 30? How?

Contact Info on Work Orders

Clearview — Fri, 21 Feb 2014 18:31:03 GMT

I need all customer contact names & all phone numbers to appear/print on all work orders & route sheets. How do I do that?