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The ian

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  1. 73 votes

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  2. 21 votes

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    Viewed  ·  0 comments  ·  Calendar & Tasks » Tasks  ·  Admin →
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  3. 23 votes

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    Viewed  ·  1 comment  ·  Calendar & Tasks » Tasks  ·  Admin →
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  4. 121 votes

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  5. 97 votes

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  6. 58 votes

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  7. 214 votes

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  8. 106 votes

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  9. 10 votes

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    Thanks for your submission! Could you let us know a couple of examples of info that you’d like to enter here but can’t fully because of the current limit? Also, if you could provide an estimate of how many fields, besides unlimited :), would meet your needs?

    Let us know and we’ll see what we can do. Thanks!

    An error occurred while saving the comment
    The ian commented  · 

    We use custom fields in work orders to enter all kinds of data, 35 fields is nothing, 100 maybe, from a programming standpoint, I don't see why the amount matters, except that a limit would prevent it from being used as a data dump, so maybe 500, 1k

    A company that focuses on exteriors and deals with insurance carriersy might want have/use (we do) custom fields for contacts and work order fields for example:
    Current Roof/Shingle Type
    Layers
    Substrate
    Current Type of Drip Edge/Apron
    New Type
    Chimney Details
    Antenna Details
    Skylight Details
    Flashing Details
    Do We have Elec Access
    Do we have water access
    Are the pets home
    Dumpster Access or placement requests
    Fence situation, will an RB4000 fit?
    Are there parking, access, or other special needs
    Directions to closest Mexican Food (get it?)
    Directions to closest INS office (now you get it)
    Rows of Ice Barrier Required
    Abnormal penetrations?
    Special, expensive, rare shrubs, or other yard items
    Permit on file?
    Existing siding type
    New outside corner type
    Original wall surface details
    Stories, height
    Are the customers dumb (do they think fanfold insulates their house)
    Who sold the job and how dumb are they (first part is available in Nimbus already)
    Special requests from customers that need attention
    <20 to 30 fields of nothing but measurements>
    claim number
    policy number
    desk adjuster (you could do an associated contact)
    field adjuster (same as above)
    specific areas that need progressive focused documentation. DO NOT PROCEED WITHOUT DOCUMENTING LAST STEP type of stuff

    The list is endless, I had to dumb ours down ALOT because I hit 35 in the first 30 minutes, so I had to combine them onto "roof details" and "claim details" etc.

    The ian supported this idea  · 

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