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  1. Edit multiple service start/end dates at once

    Here is the issue.

    An opportunity has been created with multiple services; lots of different technicians or local crew etc. At some point after the opportunity has been created the timings change and each service needs to be changed to reflect this, this can also happen due to simply not knowing the final times at the point of quoting. At the moment you have to edit each individual service to change the dates. Often this can be incredibly time consuming.

    It would be massively helpful if there was a way to change the dates on multiple services at once, either…

    39 votes
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    • Service as Accessory

      We offer package deals to clients that include kit and crew as part of an all in price. It would simplify this if a Service could be added as an Accessory to a Product, such as adding an Audio Engineer to a PA hire package.

      Thanks!

      15 votes
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      • Auto finalise shifts

        It would be great if shifts would automatically finalise as the date and time goes by. Maybe even if somewhere on the dashboard there was a recently completed so someone can look over the list and see if there is anything odd before giving the final sign off for that week/month

        1 vote
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        • Buffer time between services

          Adding a buffer or even better automated travel times (when opportunity locations are provided) would be really helpful for sending out technicians so that there is time between calls/bookings for them to travel between.

          3 votes
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          • Ability to auto-calculate based on %, for preceding crewing items 'totals' in the immediate group

            We have set rates for different levels of crew, but in addition to the set rates, we quote our clients fringes & admin costs. These can't be engineered into the crew rate & need to sit separately (within the crew section but a separate line item). At the moment, it seems the only way to achieve this is a manual calculation. It would make the system much more usable of this could be a built-in calculation whereby the user nominated what % to apply to a nominated range of items 'totals'.

            1 vote
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            • Add service description to services view

              I spend hours each week in opportunities clicking back and forward between the order view, services view, and edit service item view, trying to allocate staff to the right services. If I could just see the service description in the services view, along with what group it’s nested in on the order page, it would be so much easier!

              Along with this, please show the first line of the service descriptions in the pop up on resource planner.

              3 votes
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              • Add accessories to Services

                It would be great to be able to add product accessories to services such as delivery services. This way we can have a list of tools that could automatically be assigned to certain type of delivery service.

                28 votes
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                • Set custom transaction types

                  Could we please have an option to split apart Services and Crew as separate transaction types.

                  Currently on the quotes all crew and transport (as a service) are put together into one sub total, it would be great if this could be split to transport and crew separately as often it 'appears' that crew are very expensive as transport is included with this.

                  It would be useful for the sub totals box to be able to have;
                  Rental
                  Sales
                  Services
                  Labour

                  3 votes
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                  • Confirm resources from the resource planner

                    The resource planner is great. It would be twice as good, if you could also confirm the allocated resources by perhaps right clicking fromt he same screen.
                    When confirming freelancers for a few jobs at a time, it takes a while to go into each opportunity, go to services, go to confirm, select the right person to confirm....

                    46 votes
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                    • Add Confirmation Notifications for Scheduled Allocation

                      After creating crew shifts on an opportunity, I am able to allocate contacts to those shifts. It would be great if, as soon as I allocate the given contact to a shift, it would send a confirmation to the email on-file for that contact, giving them the details of the manual allocation. Something like:

                      Dear (name of contact),

                      Please take a moment to review your upcoming schedule, including your obligation to work the following event for (company name), which is scheduled in the coming weeks:

                      EVENT TITLE:
                      EVENT DATE:
                      SHIFT TIME:
                      LOCATION:
                      POSITION:
                      RATE:

                      JOB STATUS: You are expected to…

                      1 vote
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                      • Services templates that integrate with the Opportunities and Dashboard timeline

                        If you have setup / pack-down / pick-up etc service options that can be seen on the Dashboard timeline, that would be very helpful.
                        If you could then itemise a calendar / timeline (for a job / day / week), print that view where you could choose what allocations you want to see, something like...
                        19/01/19
                        9am -Delivery - Dan B
                        10am - Setup - Dan B + Kate S -
                        4pm - Pack-down - Kate S + Jim F
                        6pm - Pick up - Dan B

                        or

                        14/02/19 - Delivery - Location: Flower Pot Pub
                        15/02/19 - Delivery -…

                        3 votes
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                        • Product allocation to Services

                          Be able to allocate products directly to Service crew so that they remain with a crew member from opportunity to opportunity as opposed to having to book the product back in and out for each opportunity - i.e. we use brand ambassadors who we issue uniform and iPads to; they keep the products and take them to different opportunities.

                          1 vote
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                          • Ability to adjust crew timings for individual days

                            Id like greater control over Crew. We often have people doing just the in and outs of jobs but they are booked out for the entire job making them short elsewhere when they could be utilized. Id like to see when you add a service you can choose start and end times/date for each day specified in the quantity.
                            I know you can split the down the crew into days but that is confusing and looks horrid on the quote.

                            3 votes
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                            • Add the ability to create packages of multiple services

                              It would absolutely streamline a large number of Opportunities for me if it was possible to create 'packages' of services in a similar way to how you create packages of products with the 'Accessory' function.

                              For example, we often supply live musicians from a database of freelancers as part of an event. If we had a 'package' within the Services that reflected a typical line-up of musicians, it could be added in one go, and the individual services contained within would all appear in the planner to be resourced. Much quicker than repeatedly adding "Male Vocalist", "Drummer", "Keys Player", "Sound…

                              26 votes
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                              • Venue delivery rates

                                We have standard delivery rates for the venues that we work at most regularly. It would be nice if we could store this information in the venue file and when an opportunity is created the recommended/standard delivery rate is pulled through as an automatic item.

                                0 votes
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                                • Delivery cost plus van hire cost

                                  Hi, it would be good for us to have the option to add a Distance Charge and a Van Hire Charge to a Job without having to Calculate the millage and the Van hire.
                                  If there could be a tab that say allocates £60 per Day for a Van Hire that you can select and the millage is done at the rate agreed on Current that adds this on.

                                  2 votes
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                                  • Two day view with hourly timeline in the resource planner

                                    Most of our bookings typically take place in the evening and run over midnight. This means I can't see the whole booking in the one day view and the three day view doesnt have enough detail for me to be able to show my teams their timings.
                                    I would really like a two-day view, which is still formatted like the one day view into hourly blocks, this would make life a lot easier, as at the moment I am having to screen shot each day and then stitch them together on photoshop - not very practical!

                                    3 votes
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                                    • Option to hide services in the resource planner

                                      We have some services that we would never need to view on a resource planner. For example, unlimited prints on our PhotoBooths, That doesn't need to be assigned etc.

                                      Would be great to have a toggle on a service when you create it, to say "Not Viewable in Resource Planner"

                                      0 votes
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                                      • Check crew member calendars to see when they’re available

                                        It would be really useful if CMS could leverage a crew members ical or gmail calendar such that we can see availability of crew within CMS without manually checking and adding each crew members external bookings.

                                        7 votes
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                                        • Require a driver to be allocated to a vehicle.

                                          Automatically require a driver to be allocated to a vehicle for delivery and collection

                                          18 votes
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