Work Order Management

  1. I would like to see National Holidays automatically added to the calendar.

    It would be nice to have the major national holidays (and some religious events - i.e., Christmas Day, Easter (especially since it's a different date every year)

    22 votes
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  2. Event Setup Report Suggestions

    I am conflicted about which report I like best - Event Setup or Event Setup Legacy. "Legacy" communicates it will be going away, so I guess I'd like to suggest on the Event Setup Report that it would (A) show the Status of Event (like on legacy), (B) ability to page break on date OR have a page header with the date (C) "Keep event together" so an event doesn't start at the bottom of the page and finish at the top of the next

    22 votes
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  3. Mobile app - equipment

    So, I have some questions regarding equipment. How do app users (admins/techs) interact with equipment in WOs? I've attached pieces of equipment to some work orders but they don't do anything in the mobile app or web app. I can't click on it and have info at my finger tips (ex. filter types/sizes, circuit info, VFD info, user-defined). It would be awesome if that info were available by clicking on the piece of equipment. Kind of like how selecting the comments icon takes me to the comments page.

    22 votes
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    waiting on votes  ·  2 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  4. Print Options for Work Order's

    It would be great to have the capability to be to print out the complete Work Order Info and Details ( especially the Task's, Cost and Materials). To have this function would allow a complete project to be printed out and shared with team members, vendors etc.

    22 votes
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  5. 22 votes
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  6. One work order, multiple workers

    I would like to assign one work order to multiple people and an email sent to the work order assigned individuals. Then I would like to assign a group leader to the work order.

    21 votes
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  7. 21 votes
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  8. add a employee work schedule so an employee knows the hrs and days they will work

    add a employee work schedule so an employee knows the hrs and days they will work

    21 votes
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  9. Library Accessibility

    It would be nice to be able to access the document Library via web app and mobile app for all users. That way a tech could search for a print or manual and download if needed as opposed to attaching one(s) to every PM or WO

    21 votes
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  10. Allow Custom Dates for Agenda Calendar Printout

    When I go to print out a calendar for my staff, it would be helpful to have the option of selecting a custom date range instead of a full week each time.
    Our staff meetings include going over two weeks of scheduling, so I have to print out two separate Agenda Calendars for Tuesday to Tuesday; and then another Tuesday to Tuesday.

    21 votes
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  11. Combine Resources with Equipment for Bundled Clients

    As a client that uses all three modules, it would be nice if we can load all equipment, whether it's an HVAC unit or a chair to equipment and be able to check-mark whether that piece of equipment is a resource. This way we are not having to duplicate entries. Right now if I want to have chairs available as a resource for the Event Scheduler Module I can input/import them, but if I want that item to be able to be used on the Task Management or Life Cycle Module, I need to input/import that item a second time.

    21 votes
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  12. Disable Feature for Portal Users

    For our public work order requestors/portal users, it would be great to disable the option of setting the priority from their end. Most users feel their request is urgent. Since all requests are reviewed, yes we can change it, but it would be nice for them not to have the option at all. The expectation is set that the priority will be determined upon review, not upon their own opinion. :)

    21 votes
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  13. Search features for Mobile

    Add search features to Mobile app. in order to make it easier to find a WO containing a Space, Employee, or wording in the description. It is difficult, as a Manager, to sift through so many WO's before finding the one I'm looking for.

    20 votes
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  14. Can a "Subject" Line be added above the Descriptioin

    When recording a Work Order can a separate "Subject" Line be added that would give a quick summary of the Work Order? i.e. "Toliet leaking in Men's room" "No Heat in Room #12 etc.

    More details can be included in the description, but the "Subject" line provides a quick overview.

    When you open the "My Assigned Work Orders" the "Subject Line" would be the first line of the Work Order.

    20 votes
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  15. Limit the list of Service Categories on Public work order form.

    It would be great if we could limit the number of categories on the public form. The members filling out the form do not necessarily see all of the service categories that we have.

    19 votes
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  16. when entering an event with a conflict- tell me in the pop up WHEN the conflict is, not just which event.

    If I'm scheduling a meeting with a conflict, it would be helpful to see when the conflicting reservation is (time wise)- that way I know if I can just scoot my meeting back an hour it would be fine, and I don't have to go into another window to view the details on another reservation.

    19 votes
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  17. Occurrence # on Event Setup Report

    For recurring events show the occurrence number on the event set up report. Example: Men's Bible Study (1 of 6)

    19 votes
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  18. Ability to "Pause" PM work order and "Resume"

    Simply have the ability to "pause" a PM and option to "resume" PM to be scheduled on the next schedule date for service

    19 votes
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  19. 19 votes
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  20. External Vendor creation & editing - allow the attachment of documents (e.g. contracts, certificates of insurance, etc)

    We need to be able to attach vendor contracts, certificates of insurance and other files to each vendor. PDFs, Docs, JPEGs, etc.

    19 votes
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Work Order Management

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