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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…

    157 votes
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    18 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  2. Set rate quantity for services in the picker

    We are really fond of the service picker that is new to the mix, it works great. However if we want to add a service for a couple of hours, or just one out of multiple days that the job runs for there is no option for that. Is it possible to get an option to get hour or days instead of quantity in the service section? This to add crew for just a couple of hours.

    7 votes
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →

    It’s great to hear that you like the picker, thanks for taking the time to leave some thoughts about it on our wishlist.

    Remember that you can use the service dates on the picker start screen to choose the dates that you’re supplying the service.

    Any items that you add from this search will be set to those dates – perfect for specifying that a crew member is needed for just a couple of hours.

  3. Filter the resource planner to show only services that require an allocation

    I would like to be able to filter out any resources on the planner that don't need to be allocated during the given time frame. That way I can look ahead and see if any of the upcoming opportunities still need crew or services allocated. Currently I either have to check each job individually or scroll through all available services to see if any aren't assigned to someone. In the new system only unbooked services show up so if I open the calendar and don't see any service lines only people, that means all services have been allocated to a…

    6 votes
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    1 comment  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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!

    29 votes
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    9 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  5. Set special rates for services

    We have set prices for Delivery & Collection charges based on miles from the warehouse, however we also have some clients who are on special rates for these Services. It would be very handy and a lot easier to manage if you could set a special price against an Organisation for any Service in the same way you can against Items so that as soon as the Service is selected their special rate is brought in.
    At the moment any special rates have to be as another Service and Users then have to remember who is entitled to the special…

    9 votes
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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.

    37 votes
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    6 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  7. Automatically finalize services

    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

    4 votes
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  8. Automatic discussion confirmation to bookable resources

    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…

    6 votes
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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…

    28 votes
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    3 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  10. Services Module addon that allows contractors to accept or deny work

    The services module is great. Using it for all jobs now. Only thing that would be nice is a electronic way to confirm contractors on jobs. Similar to the online quote accept. You send them a link, they click yes or no and then it gets the appropriate status after that. Also the iCal feeds for each contractor/employee show up the events even if they aren't confirmed. Would be good if it didn't go in there iCal feed till they are confirmed onto the job.

    392 votes
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    27 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks everyone for taking the time to comment here, there’s so much useful feedback.

    Extending the services module in Current is something that we’re keen on for the future. We’re continuing with our planning for this feature and we’ll post back as soon as we have more to share.

  11. Overtime charging for services

    It would be extremely helpful if you could set up a basic Overtime formula for each Service type. For example our Crew work to the following award:

    Monday to Saturday 0700 - 2000hrs = Base Rate
    Monday to Saturday 2001 to 0659hrs = Base Rate x 1.25
    Sunday and Public Holidays = Base Rate x 2
    Between 0 to 10 hour on site = Base Rate
    Between 10 - 12 hours on site = Base Rate x 1.25
    Beyond 12 hours on site = Base Rate x 2

    68 votes
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    16 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  12. Staff mobile time clock

    Could be usefull to have a mobile (ios/android) time clock app for our staff/tech. Could work with GPS too. Staff must clock in/out when arrive on work site or at our warehouse. That can be perfect to do pay with time sheet generated. That could fit and be verificated by the planning made on the Current calendar. Just suggesting:-)

    66 votes
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    9 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  13. Require a driver to be allocated to a vehicle.

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

    28 votes
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    6 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  14. Add a “weekly” rate type for services

    Add a "weekly" rate type for a service opportunity item - so that we can bill our services in the same way as our products.

    7 votes
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  15. Can we have a half day rate added in the Services/Rate section

    Day and half day rates tend to be used for crew hire. Currently there is only day or hourly. Please can we add in half day?

    17 votes
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    2 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →

    Thanks for your comment. In Current RMS, we give you the flexibility to charge for your services using a day rate, hour rate, distance rate (per mile/km), or a flat fee.

    While there’s no option to specify a half day rate against a service, when putting together an opportunity it’s easy to specify that you’re charging for half a day by entering 0.5 in the rate quantity field:

    Current RMS will calculate the service charge accordingly:

    If you’d like help with this, just let us know at help@current-rms.com.

  16. Load allocation for multi vehicle jobs

    We really need a function where once a job has been created, I can then see the individual weights of each item in a list and then allocate them to the different vehicles being used on that job. The vehicle should then be able to show as full if the volume or the weight exceeds it's capacity. Obviously the load list would be divided into the vehicles.

    24 votes
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    2 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  17. Set hours of operations

    is there a way to set operational hours and individual hours for bookable resources without making a new activity every single day? Like setting operational hours for the store so you only see 9-5 or whatever those hours are. Or setting individual availability for bookable resources like student employees? this would be very helpful.

    6 votes
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  18. Confirm/delete multiple crew bookings from booking sheet or resource planner

    It would be useful to be able to book crew from their booking sheets rather than have to go into each individual job.

    1 vote
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  19. Filter resource planner to show orders and hide un-reserved events

    Be able to change which status of opportunities show in the resource planner. So the planner is not full of un-booked/reserved events.

    1 vote
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
  20. A way to acknowledge a new job has been handed over to Operations manager in Job Planner View

    Once jobs are confirmed by Account Managers new jobs appear in job planner view in red. It would be great if the Operations Manager could indicate he is aware (accepted) and has been handed the confirmed job by a tick box which would show on the job planner view. I am currently using a workaround by editing the subject line and putting in an asterisk at the start of the subject line. This lets the Account Managers know I am now managing the rostering of crew etc at a glance by viewing the job planner view in weekly or monthly…

    1 vote
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    0 comments  ·  Services and crewing  ·  Flag idea as inappropriate…  ·  Admin →
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