Submit Your Suggestions for Vista

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Quicker way to cancel a work order that has a trip & default item

We'd like a quicker way to cancel a work order from the dispatch board. Many of our work orders are one-off in service management, and sometimes the client calls in to cancel for any number of reasons.

The current method of

  1. Open Work Order
  2. Delete Trips
  3. Delete Work Completed
  4. Delete Tasks/Labor/Materials (from lower section)
  5. Delete Scope
  6. Delete Work Order

Is NOT quick.

We think that a 'Delete Entire Work Order' button (or option from the right-click menu in the dispatch board) which would do some kind of confirmation prompt then do all the above steps immediately would save a lot of time.

Thanks.

  • Nathan Sutherland
  • Mar 26 2019
SM - Service Management
Company A-1 Plumbing
Job Title / Role Developer
I need it... 1 month
  • Attach files

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Dear Viewpoint Suggestion Box contributor;

We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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