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3 Vote

Field Service- Expand Customer Search Field for Technicians

When creating a new work order from the field, the technicians have trouble finding the customer because they don't always know the customer name and the searchable field is ONLY the customer name. They often know the address, or they know a previous work order number, or a specific site name that is not the customer name. They should be able to search for the customer with any of those identifiers. Coming from a software ( Service Trade) that did this with ease has left them disappointed that Field Service is not user friendly in this regard. They should be able to type the address, old work order, site name maybe even a contact name to narrow down the list to choose from. On many occasions they do not know the exact customer name. Being able to search by all of those fields would be very helpful.

• April Vasquez
• Nov 15 2023

SM - Service Management

Company	Bay Air Systems, Inc.
Job Title / Role	Office Manager
I need it...	Yesterday...Come on already

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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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