Franchisor Ideas


Add Job Number and Customer name to all data entry screens (Notes, Initial Findings, Special Instructions, etc)

To improve data integrity and quality, please provide the means for Technicians to verify they are entering data into the correct job.  

Open a job, and go to Job Details.  Select Special Instructions (or any of the fields where free text data can be entered).  When any of the text entry screens are displayed, there is no indication of which job has been selected.  The tech may have selected the wrong job, and he/she would have no way of knowing the text they are adding is on the wrong job.  If the Job number and Customer name are displayed, they have an opportunity to verify and correct course before adding text to the wrong job.  

  • Kat Grady
  • Mar 4 2017
  • Planned
Idea Type Enhancement
Urgency Medium
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