Once a job in closed out a new customer has to be created to perform a basic service call. A new service site has to be entered along with all the serviceable items, model numbers, serial numbers, warranty date, etc. This causes an extreme double data entry. Moving over the service site from the job to the customer would fix this issue.
Alison Campos
| Company | Absolute Comfort Technology, LLC |
| Job Title / Role | Account Specialist |
| I need it... | Yesterday...Come on already |
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.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
The functionality to convert a Job Service Site to a Customer Service Site using the option on SM Service Sites under the Tasks icon already exists. You have to add a customer but all the serviceable items and history continue to be linked to the service site. Would that resolve your issue?
Agreed on this functionality. We have a large service division and several customers who we work with at multiple sites/locations or as you pointed out - it starts out as a job and than converts to a service account. Having the ability to flip it to a Service Site would be ideal.