Create a checklist section where notes are located. Let us define the check list of to do items that will appear in the fields for the technicians to complete & customer to see as well. Task may be able to be used, but a checklist is a group of task to compete on every call.
Mitch Ellis
| Company | Ellis Heating Company, Inc. |
| Job Title / Role | Managing Member |
| I need it... | 1 month |
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
A checklist/workflow is needed.
It would also be helpful to make certain fields required to be completed by the Technician.
We are facing an issue that "Work Completed" notes is sometimes being left blank by the Technician. Requiring input from the Technician before the WO can be marked as completed would be great.