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Enhanced Client Job History View in Job Details Screen


Description:

  • For businesses that offer recurring services, having quick access to a client's job history is crucial. Users have expressed the need to view a snapshot of a specific client's job history directly within the Job Details Screen.

  • This enhancement aims to provide a more streamlined user experience, reducing the need to toggle between multiple tabs or screens.

Current Workflow:

  • At present, users often keep separate tabs open for the Scheduler and Active/Completed Jobs to search and verify a client's job history.

Proposed Solution:

  • Introduce a dedicated section or tab within the Job Details Screen that displays a client's job history. This section would provide a concise table view of past jobs, making it easier for users to get a comprehensive understanding of a client's service history.

Table Structure:

  • The envisioned table would allow users to filter job history based on locations.

  • A dropdown menu would enable users to view job histories for all locations associated with a client or focus on a specific location.

Additional Notes:

  • Implementing this feature would significantly enhance the efficiency of accessing crucial client data, especially for businesses that have regular client interactions or recurring service schedules.

2 comments

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Comments2

  • Keith Azzopardi

    •

    Mar 3, 2024

    This card also relates to another similar request:
    https://features.formitize.com/p/submitted-forms-tab-in-app

  • Keith Azzopardi

    •

    Sep 14, 2023

    Original Customer Request:

    Seeing Client Job History in Job Details Screen

    We have several services that have to be completed on a regular basis, and being able to see a snapshot of that specific client's Job History in the Job Details Screen would be incredibly beneficial and more time-efficient. Currently, we have separate tabs open at all times for the Scheduler and Active / Completed Jobs to search and check this information. This is how I envisage the table. The dropdown for locations would allow you to view all locations for the client or a specific location.