Dura Plex
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7 votes
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I would add that having the field users see this information is critical. Currently you can add documents or photos to a task (let's say an installation task), but those are only visible to office users. So if you want your installer to see any information about the job you'd have to give them full access to all docs (including contracts, invoices, and other sensitive information). This is completely nuts. We actually do pay for our field guys to be on the app, but without this feature it's just a dumber version of Gcal and I think Mr. Ross has a better way that would save us a bunch of money...
Here's pics of a test task with an attachment (you can't see it even in the desktop unless you click into it) and the doc tab (this is not accessible from the mobile app). We currently use SumoQuote work orders which does an excellent job at providing a concise overview of the job with measure sheets, detailed photos, and materials needed. Would love if we could just attach that straight to the install for the the team who's on the ground.