Automation Trigger to Change Job Field
I would really love to be able to change custom fields with automation.
I want to be able to capture the date certain things happen and store them as a custom job field that can be used in reports. Capture the date a job first enters a status. Capture a date the job first gets a Material Order written. Capture a date the job gets an invoice paid in full.
Sold Date is a custom field on my jobs that must manually be entered to be able to be seen in Job Reports. My team sometimes forget.
I dream of an automations that can capture events in custom fields
Job Status is equal to Signed Contract
Set "Sold Date" field equal to Date Status Change (or Date of Trigger Event)
Set a Boolean custom field to Yes/No based on condition.
IF Status equal to "Appointment Set"
Set "Job was Lead" to Yes
Memorializing events in custom fields that can be used in Job Reports would be very helpful for tracking outcomes and days between different events even after the job is complete or moves out of statuses.