We are a field service company. We have multiple staff on one appointment and may have multiple appointments in one day. I want to minimize any pain with using tablets and software in the field. We are experiencing several “pain points” in Acumatica and I’m interested discussing how others are solving or working around issues.
Some of our Big Pain Points:
Appointments: Workflow no longer restricts what actions can be performed.
Appointments: Paused status, staff can start a new log line. Once Appointment is Started, another log line is added.
Appointments: Once Appointment is complete and a needs to be reopened, it clears the logs or if the Timecard is processed, you can’t Reopen.
Appointment: It takes too many clicks to Pause, Start, Complete a line. Expectation is it should function like a stop watch or the old time punch cards.
Appointment: When completing one appointment and starting another, time is lost or a back date has to take place by the staff. It would be ideal if there was some type of Complete Appt and start Next option.
Calendar: Almost useless. It gives a view of expected Appointment times but there is no update with actual. If it’s going to show expected, it should also show actual logs. Or there should be another calendar that shows logs.
What are your thought on these or post your own.