The problem
Once an opportunity is accepted, an admin or project manager working from the app has no way to turn it into a project. That means the work cannot be scheduled until someone is back at a computer, which delays getting technicians onto the calendar — often by a day when the acceptance comes in while you are out.
What we're considering
From an accepted opportunity in the app, create the project and then schedule it: assign resources and set dates without leaving the app.
What we'd like your feedback on
- How often you need to do this from a phone or tablet rather than at a desk
- Whether you need full project setup, or just enough to get the work onto the schedule