Turn a service call into an opportunity, carrying over the client, the items, the notes and the call history, so a repair that becomes a sale does not have to be re-entered. Today there is no way to convert a service call into an opportunity or pr...

Let a company control how its customer documents look and print: proposals, quotes, invoices, change orders, work orders and service agreements, including formats that a customer or contract requires. Documents must be built for PDF and print: cle...

When a technician sends the On My Way message, include an estimated arrival time based on where the technician is, so the customer knows when to expect them. Today the On My Way text carries no ETA. Location would be used only while a technician i...

Add an admin setting that requires a start time and an end time on every time entry, instead of allowing hours alone. Today time entries accept exact start and end times, but no setting requires them. Vote and comment if you need start and end tim...

Make the Add Time Entry panel wider, lay the entries out as a table, and label the lunch break Meal. Editable break length and holiday and overhead entries are already planned separately. This idea is only about the layout of the panel. Vote and c...

Let a company schedule resources who do not have a Cloud login, such as union crews, subcontractors and temporary labor, and let the office enter their time for them. Today only users with a login can be scheduled and can have time entered against...

For each item with a subscription, record what a lapse does: the device stops working, or it keeps working but loses support. Use it to rank which renewals matter most. Today there is no per-item field for the effect of a lapse. Vote and comment i...

Let a technician complete an inspection checklist on a service call, and produce a maintenance report from that data, including device counts, in the layout an inspector or facility asks for (for example fire alarm or healthcare maintenance). D-To...

Track the parts status of a service call in its own field, separate from the call status, and filter the service board on it (for example, all parts received and not yet scheduled). Today Awaiting Parts, Parts Ordered and Parts Received are values...

Price a service plan from a table of coverage level (for example business hours or 24x7) against response hours, and price software support as a labor rate times hours. Today a service plan can take its price from a product or labor price and cost...