Add a Job Status Field & Arrival Window (date/time field) to Projects

[ccasale]

Adding a status field would be a lot easier than using labels, especially when you want to use the labels for other things. Also, a date and time field: I know you got the time tracking, but let's say you give a customer an arrival window. You should be able to set that in the project not just in the notepade/description.

Both of these would go far for CRM integrations and hooking that up, especially if, for example, we're using Salesforce with CompanyCam. Yes, I'm able to utilize labels, but it would just be a lot cleaner and less messy with boards if you had a status field for complete, incomplete, canceled, etc., along with a start date and time field. That way, you could set a date and time and utilize those two fields to talk back to your CRM.

When the tech in the field either routes his job for the arrival window or updates the status, you could have a webhook fire back to your CRM, updating that as well. You guys have so many awesome features, and these two simple ones are missing.

 

[Shayla C.]

Hey there!

This is a great one, and you laid it out really clearly. Labels can technically work as a status today, that's part of what they're built for, but as you said, that gets messy once you want to use labels for other things too, and there's still no start date/time field outside of jotting it in the notes or description. I hear you on wanting cleaner data to actually hand off to a CRM instead of parsing free text.

I've passed this request along to our product team.

One thing I'm curious about, since it'll help shape what this actually looks like: for the arrival window, is a single date/time enough, or do you need a start and end window to "close out" the Project?

No promises on timing, but the more detail you can give us here, the better. Appreciate you writing it up!