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Calendar & Tasks

148 results found

  1. On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.

    On the Home Page, have the ability to batch complete tasks and batch undo complete tasks.

    Because, occasionally this system decides to mark all my tasks as completed making me click on each individual checkbox to uncheck the completed task. Very frustrating. Perhaps the IT department should fully test the product, again and again.

    2 votes

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    0 comments  ·  Tasks  ·  Admin →
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  2. Increase Calendar Task Size Displayed on Calendar

    I am wanting to increase the size of the boxes shown in the calendar for each task. So I can see all the necessary info for the task.

    2 votes

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    Viewed  ·  0 comments  ·  Calendar  ·  Admin →
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  3. Calendar Select/Deselect

    When you select Tasks, Jobs, Contacts, Work Orders, and Material Orders on the side bar it automatically selects all of the items that you set up in your settings.
    The problem is that you have to un-select all of the ones that you are not interested in seeing in your calendars which in most cases is a lot in the small window. If you could just select Tasks, Jobs, Contacts, Work Orders, and Material Orders and select only the ones that you set up in settings and it didn't automatically select all would be real useful. With still having the…

    2 votes

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    1 comment  ·  Calendar  ·  Admin →
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  4. Sort tasks geographically. - ability to do nearby tasks and save gas

    Our guys like to do the task in the North part of our region one day and the tasks in the South part a different day. Some stuff is not time sensitive like : we forgot to get a photo of the finished project - Do it next time you are in the area.

    1 vote

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  5. We need to search by phone number.

    We sometimes get calls without a caller ID. Or voice mails that are garbled. Why can't we search our records for a phone number?

    1 vote

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  6. reinstate tasks / task function into contacts view

    Full task function - creating, viewing, managing - used to be visible / accessible in the primary Contact view but has been removed. Do not understand why, but I need to regularly create and manage tasks without a job. Need to be able to see these and do this without additional navigation. (It used to be just that simple.) Please reinstate.

    1 vote

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  7. I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance c

    Hi Justin,

    I have some questions regarding some steps. For example how can I do to obtain a photo report that I can send out to insurance companies based from the pictures taken and uploaded into the job?
    Can address be auto populated once I start typing in the first part of the address?
    Lastly, how can I select the type of job for example: siding, roofing, gutters, windows, painting, etc.?

    1 vote

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  8. Color Code Work Order Statuses for Production Scheduling

    We want to start using the Work Order statuses and boards, but are struggling to manage them from the calendar. We would like to have an option to color code them by their type and their status.

    1 vote

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