Work orders and automation
Trying to automate work orders when completed to move the parent contact from a certain status to another status, the issue is that we may have multiple work orders for one job but only one work order for another, then when we move the worker order to completed it wont move the parent file to the new status because only one work order was created. Is there a way to base the status change regardless of how many work orders you create for a parent file?
Anonymous
shared this idea
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Jim Cappelleri
commented
It would be nice to automate a customer task to trigger a work order status so that you continue the process once a task is completed
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Sam Chandler
commented
Yes, my big thing is this: say I have a job with 4 work orders. I move the gutter work order to complete. If the system could tell that that was the last remaining work order for that job and automatically generate a task or email such as "ready to invoice" or "ready for final inspection"