Gate code
Angie
would like to suggest adding an area to put a gate code with the address of a client that would follow like the address and contact information do, when we set an appointment. The system does not currently do that we are working off a custom field but that field does stay with customer during each appointment that is set
S
Sean
I found a work around for now. We have tried putting our gate code under customer info there is a company name. We put gate code under company name and are now able to see gate code on jobs.
Samuel Niezen
Do you have the custom message field included with your plan? You are able to create a custom message field and name it "Gate Code" or "Access Code" and set it so that only numbers can go into this field. It shows up when you create a job. This has been a feature for at least 4 years. Let me know if you'd like some help with this! -A fellow Workiz users that is constantly figuring this dang software out!
Seamus Stout
I suppose you could put it in the second line of the address? Perhaps this needs to be a more robust property access note. That way you could put any nuance information for accessing the property.