I like how easy it is to create different forms and for the technicians to fill them out from the application, with everything being recorded. The interface is easy to read; although there are still aspects to improve, overall it is intuitive (its planning is simple). Its connection with Business Central is good (it allows me to keep track of which services have not yet been billed along with the service prices), but we only link the orders that we need to bill, as those that are not billable would remain active, creating noise in the data. The support service is very good, Gabriel has helped me whenever we have problems, questions, or ideas for improving the interface. Review collected by and hosted on G2.com.
When viewing the weekly schedule in columns, it is noticeable how long the intervention has been open over the days. However, I believe it should only be shown on the days when the technician reported activities, to avoid the confusion that the technician is still at the client's site.
Additionally, when an intervention is reopened, its visibility on the original day disappears. It should remain visible on that date as well to avoid confusion.
Notes should be able to be deleted.
When planning, we have a custom field with the serial number of the machines, but it does not appear when planning, so if the client has two identical machines but with different serial numbers, we cannot see it until we are about to plan, and the machine cannot be changed from there, so we have to delete and recreate it.
In Business Central, we have the client's billing email, however, even if we delete it in Praxedo, they still receive the planning and report emails. They should only be sent to the emails that are in Praxedo, not to those that were deleted but remain in Business Central.
In the Latest intervention requests for each client and machine, it should default to the last year, to make the search process faster.
Make the machine visible before entering each intervention, more than the address. Review collected by and hosted on G2.com.
Thank you very much for sharing such a detailed review of your experience with Praxedo.
We are very pleased to know that you value the ease of creating custom forms, the convenience of the mobile app for your technicians, and having all the documentation centralized. It is also fantastic to read that the integration with Business Central makes it easier for you to control billable services.
On the other hand, we greatly appreciate your valuable constructive feedback on the interface. We take note of your important observations so that our product team can evaluate them.
Thank you again for trusting Praxedo!
See how Praxedo improved