Shared Fields (Client <> Job)
Philip Ferreira
It would be great if there was the ability to share client fields on every job for that client so info is readily available for techs in the app. Some examples would be "Gate Code", "Pets Name", or "Parking Instructions". Ideally a custom field that is shared on every job for that client. This creates both a better client experience, and a better tech experience. Thanks
Zachary Murray
Definitely agree. You can click on the client from the job, but it does not include the custom fields for the client and techs get frustrated.
Mary
This would be great, and I would add that it would be ideal for Client Tags to appear whenever creating a new job for that client. An example of this being useful to us would be if a new dispatch agent is taking a call to schedule an appointment but it's for a customer we have decided not to service in future, they could see the Tag "Do Not Service" and advise them to find another contractor.
Currently the only way to see the tag before creating the job is to create the job from the Client page. However this makes the "+ Add New..." button useless if we're just going to go that route.