Submit Your Suggestions for Vista

Ideaspace topics with the most votes have been moved into the Suggestion Box. If there is a topic missing, please re-enter. Our product team reviews the Suggestion Box items regularly and will provide updates as to status and incorporation into upcoming releases.

Creating Monthly WO's with just the click of a button

We have jobs that are ongoing for long periods of time and therefore require monthly work orders created. Would love to be able to click a button on the current WO (that's being closed) - to filter everything into the new WO that's being created - this way, all I have to do is email the technicians that there's a new WO for this ongoing job.

  • Ashley Wood
  • Apr 28 2021
Company Batchelor & Kimball, Inc (EMCOR)
Job Title / Role Service/Controls Billing Associate
I need it... 1 month
  • Attach files
  • Brenda Clotfelter commented
    April 28, 2021 20:02

    Having the ability to "clone" a work order would be helpful.

  • Danny Joiner commented
    April 28, 2021 18:56

    Basically, I think you are looking for the option to create a "duplicate", "copy", or "template" work order, right?

  • Ashley Wood commented
    April 28, 2021 18:49

    Would love your vote to help our team work Smart and Hard!! Thanks in advance for your vote!

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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 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.