Jobber, A place to talk about it.

Discussion in 'Business Operations' started by Jason Rose, Feb 4, 2014.

  1. Landgreen

    Landgreen LawnSite Member
    Posts: 224

    The move visits action moves visits for all team members on that day. It doesnt help much when there are differet crews doing different jobs. There should be a select team member option when moving an entire days visits.
    Posted via Mobile Device
     
  2. Jobber

    Jobber Sponsor
    Posts: 338

    That is a really interesting idea Landgreen, I do like that. Ill put that into our feature tracker. Thanks!

    -Landen
     
  3. mrtool277

    mrtool277 LawnSite Member
    Posts: 4

    changing the reoccurring job date changes previous billing, which then messes up invoices
     
  4. Jobber

    Jobber Sponsor
    Posts: 338

    When I change the recurring schedule it just changed future visits, not past visits. Those stay the same so the billing does not change.

    I recommend calling in and doing a quick screen share incase there is something in your workflow that is not working right for you that we can help with.

    -Landen
     
  5. Landgreen

    Landgreen LawnSite Member
    Posts: 224

    Another update needed- When entering customer info there should be a way to customize the description of the phone # since there are sometimes multiple contracts. There is only the options available rather than typing in a specific name. There are contacts at commercial accounts for invoicing etc. Their name should be able to be entered in as a description to the phone # like on my android contracts.
     
  6. whiffyspark

    whiffyspark LawnSite Fanatic
    Posts: 6,103

    I like how when you're typing an address in the zip city etc appears ghosted.
    But I hate that I can't click and fill it lol
    Posted via Mobile Device
     
  7. PA GrassChoppers

    PA GrassChoppers LawnSite Member
    from PA
    Posts: 127

    I'd like a feature to be able to nickname properties so when I look on the calendar view for a client that has multiple properties it doesn't just say "Visit: John Doe" multiple times and I could easily see which property.
     
  8. Jobber

    Jobber Sponsor
    Posts: 338

    I will take a look into that Landgreen, as we work on doing our mobile apps we are taking inspiration from a bunch of areas. There are areas of our client management that we want to keep on improving.

    I will mention the things you guys said to our developers. They might be something we can include in the next round of updates.

    -Landen
     
  9. Jobber

    Jobber Sponsor
    Posts: 338

    There is a way to do this but not many people know how so we might make some changes to it. Here is how to do it:

     
  10. PA GrassChoppers

    PA GrassChoppers LawnSite Member
    from PA
    Posts: 127

    Oh, cool, that will help! Thank you.
     

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