Field Service

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I am looking for a solution to assist my customer service team to handle calls and schedule field service appointments from other time zones.  We have Branches set up and the Customer Service staff are instructed to select the Branch from the  Acumatica title Bar.  When doing so, we would like the users Time Zone to be adjusted so that the Branch and the time zone allow the Customer service person to create appointments in the customer’s local time zone.  

We have a client who, in the normal course of business, takes photos of their work.  In their legacy system, they have the ability to not only embed these images to their customer-facing forms, but can also annotate them with labels to briefly describe what their customers are looking at.Has anyone encountered this requirement and if so, how did you solve it? 

Is there a way to Re-activate a Service Contract if it has been cancelled? A client of mine has cancelled an Imported Contract by mistake and has to keep using the same number. I know that I can’t delete or suspend it, so is there a way to do this without a data change?

Unless I’m missing something the Calendar Board shows blocks of appointments scheduled. These blocks only use the Appointment time and not the employee actual logged time. We have employees on and off jobs, doing multiple jobs in a day. Looking at the calendar these jobs overlap and don’t really show me their true schedule.If I have a crew of 2 guys on a 8am to 5pm job and they took different lunch breaks. A third guy came to help for 3 hours in the middle of the day on the appointment. The calendar will show 8am to 5pm for all three guys.Is the expectation to create separate appointments.I’m already doing that for all our multi-day jobs. There is no way we could manage to control that many appointments. We have planned jobs but also a large percent of our jobs are emergency calls so we have to be flexible.Should I put in a request to be able to view scheduled vs logged time or something?  

New to Acumatica, still trying to learn. I need to figure out how the mobile app works because I’ll basically be working off the app as I stay in the field at all times. I can read how the mobile app works but I need a video. Is there a video on this? the only training aid I found was a word doc. 

Does anybody know what this warning message means? It’s in the Run Appointment Billing and Run Service Order Billing screens. “Some Documents are not visible on this screen, they have not billing settings associated.”   

We want employees to receive an email notification when an appointment has been assigned to them. If it simplifies things, I believe we can send all such emails to the same fixed email address, and then have MS Exchange/Outlook forward the messages to the correct employee. I’ve set up a Business Event to send an email when the appointment record changes, but it never sends the email, not even to a hard-coded fixed email address. Similar functionality seems to work okay when the Appointments screen header info changes, but the Staff is assigned on a tab on the page. Is the problem the fact that it’s a tab? Please help!

As mobile capabilities expand and become a critical part of your business, what types of devices have you deployed?  Do you have them mounted in the vehicle?  Any extra add-ons for durability?  What features have you found most useful?