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Dispatch KPI Report

Does anyone understand how to use the Dispatch performance report? I am completely lost. It is showing the CSRs as dispatching jobs but they are not. How does it figure the numbers? I assume it includes everything even if just a phone call and not an...

harley by • New Contributor II
  • 2222 Views
  • 2 replies
  • 1 kudos

Tech rating reports

Hello! It would be great if we could pull a report based off of tech ratings 1-5. Thank you

bethany_ by • New Contributor
  • 1065 Views
  • 1 replies
  • 1 kudos

Timesheets

I would like time to be calculated in hours and minutes. Not in increments of 100.

zkathy by • New Contributor
  • 2369 Views
  • 3 replies
  • 1 kudos

Technican scorecard pulling in techs incorrectly

When I use the modular dashboard and drill down by business unit (department), it is randomly pulling in technicians that do not belong in that BU and they do not have any opportunities. Any reason this might happen. Example would be that a service t...

tyl9162 by • New Contributor II
  • 1454 Views
  • 1 replies
  • 2 kudos

Account view of Projects

When in the customer account view, a customer could have several estimates (none of which have an estimate number), along with several jobs and several projects. It would be nice to have visibility at the account level as to which estimates and jobs ...

seth_tes by • New Contributor II
  • 2468 Views
  • 3 replies
  • 1 kudos

Resolved! SMS Log

Need to be able to run a report or log on SMS's that were sent to technicians.

adeedo_w by • New Contributor II
  • 2864 Views
  • 3 replies
  • 1 kudos

Reports Not Updating Fields

I think the experience can be improved by making sure that the field texts are updated. For example, our company has a report that needs a dropdown field - The drop-down field is a list of names that we need to pull up in our reporting. When the name...

binh_ngu by • New Contributor
  • 1280 Views
  • 1 replies
  • 0 kudos

Add Attachments to Task Managements

Feature Request: Is it possible to have an option to add attachments to Task Managements. Besides the notes/comment section to update task managements, I think visuals would be very helpful for my team to gather information on the progress of each ta...

ykhang1 by • New Contributor
  • 1418 Views
  • 1 replies
  • 6 kudos
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