Franchisor Ideas


Action Item/Task

We use tasks on our dash calendar for our techs daily jobs. When the tech opens the action item on the app the box opens and asks " would you like to process" once  you say ok the action item then removes itself from the app. The action is now marked complete on the calendar but They now cannot see what they are suppose to be doing for that job.


suggestion  add an open button to view the task a complete button and a cancel button.


The paragraph below is from Myles our crew manager.


Action Items

I was working with a technician yesterday and set their schedule up for them in job tasks.They are also Beta testing, so of coarse using the 3.0 app. When they opened the app and went into there action items, their jobs were available. The issue I'm having though, is when the technican is on-site if they click on that specific job with action items it asks "Would you like to attempt to process... and whatever it is relating to. If the technician hits this, it completes the task and takes it off the schedule. I need the technician to be able to enter the job from job tasks so that they can follow the schedule. We already have this feature in 2.0 so hope we can use it the same way in 3.0


Attachments Open full size

    • Gravatar Myles Wesener
    • Mar 9 2017
    • Planned
  • Laura Mack
  • Mar 20 2017
  • Under Consideration
Idea Type Enhancement
Urgency High
  • Attach files
  • James Parks commented
    March 20, 2017 23:18

    It would be nice if we could slide the task to the left and have options, "Go to Job", "Complete Task", "Add Notes" ETC