Filter Appointments in Mobile App
gathering votes
K
Kimberlee Moskowitz
Is there a way to filter sales and service appointments in the mobile app?
Shawn Goebel
Merged in a post:
Ability to filter/separate Service & Sales appt types on mobile
J
Jessica Downie
Currently on mobile, all Appointment types are mixed together under the appointments part so have to click through each to distinguish better which is which
Shawn Goebel
marked this post as
gathering votes
Shawn Goebel
Kimberlee Moskowitz Thank you for the feature request! I am going to move this one to Gathering Votes to see what other users think about this request. Thank you again and have a great day!
Shawn Goebel
Merged in a post:
Adding a filter to appointments on mobile app to see sales vs. service individually.
K
Kami Tate
Would it be possible to come up with a way on the mobile app to filter appointments by Sales vs. Service, so you don't see all the appointments together?
K
Kimberlee Moskowitz
We need a list of our daily sales appointments unconfirmed and confirmed. We would like to view that data separately from the service appointments.
A notifications such as when the customer arrives would be helpful or receive a report every morning at 7:45 for that days sales appointments, if that's possible.
Shelby Parker
Hello Kimberlee Moskowitz! I have a few more questions for you:
- What specific criteria would you like to use to filter the sales and service appointments?
- How frequently do you need to use the filter feature for appointments in the mobile app?
- Are there any specific notifications or alerts you would like to receive related to filtered appointments?
S
Shandrial Hudson
We would also love this feature! Would use it daily and would prefer a toggle and that it also show the stock number if applicable for the appointment
K
Kami Tate
Our management team would use this filter daily, and I would say a toggle would make it most effective.
Shelby Parker
Great to hear your perspective, Kami Tate! I have a few more questions for you:
- How frequently do you need to filter appointments by Sales vs. Service on the mobile app?
- Are there any specific criteria or attributes you would like to see when filtering appointments by Sales or Service?
- Would you prefer the filter to be a default setting or an option you can toggle on and off as needed?