Forum Discussion
MichaelFriesen
1 month agoContributor 2
If you could hand off one task in your business today, what would it be? Sorting the unscheduled jobs into buildings so we can see which repairs need to be done based on address instead of the random order.
If we could send itemized receipts to our clients automatically instead of having our techs go into the job, then invoice, then have to resend once payment is collected. Even just a button that says "send paid invoice" that pops up after payment is collected on the app.
If we could also have the app stop glitching during the times when techs are trying to put in notes that would be great (We have great reception and the techs have deleted and redownloaded the app and it still happens)
If there was a way to have one client with multiple buildings and then multiple properties within that building it would make invoicing way easier instead of us creating separate clients for each building inside the same strata/property manager (this leaves us with multiple clients with same name only different building addresses) WE have stratas with 5 buildings and 100+ units in each so billing per building is hard and searching for units in each building can be tricky.
Having building or main client contacts easy to call from the app so when techs need access to a building they can call the client contact and then keep the property contact as the unit owner.
Being able to invoice and collect payment for jobs on the app when they are closed. Specifically without having calendar reminders also come with them that make our calendar busy (we sort via filters rn but its still extra steps)
If there was a way to route map around traffic conditions (we have busy traffic in our city)
If job notes carried over to client notes easily.... Or if there was a sub section in the client list for tech notes
If we could sort by part type for past jobs so we can find how many "high limit switch" installs we did last year for example
If we could run reports on the contents of jobs, invoices and notes that would be epic too
Ultimately its not for us about delegating parts of our company and its infact having tech that allows us to service stratas, navigate traffic, ensure techs can use the software easily and reliably, and our invoicing team can easily pull repair notes and info for reports and invoices... wed also love to get reports on past work easily by week and month so we could plan inventory.... OH And the receipt has everything our clients need to apply for rebates - this would be huge! The tech working how we need it to is the bigges tbottle neck in our company right now... besides back orders from suppliers but you guys cant help with that
Thank you so much for this event excited ot hear about the updates