Add Items directly to Calendar, Color Codes Available, Drag to New Dates
Your should be ale to add projects to the calendar directly. Items on the calendar should sync with contact and work orders as well.
We have various scopes of work, whether a service job, a new install, out of office, new roof, etc. It would be so helpful if these items/notes could be added directly to the calendar verse having to enter a task or a work order to get it there. Also, the colors should be customizable, so its easy to differentiate between the scopes of work. You should be able to move the items along the calendar, if dates need to be adjusted. And the items should stay on the calendar once they are completed in case you ever need to reference them.
Ashley Piekarczyk
shared this idea
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Terrie Mackey commented
Due to jobs needing to be rescheduled due to weather and delays quite frequently in this industry a drag and drop feature would be helpful in the calendar
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Sarah Carsrud
commented
YES to all of this!!! I couldn't agree more. I accidentally deleted a client's customer info when trying to edit/delete the TASK within the mobile app. Had to completely re-add everything.