Automation for Status Change
to have the automation for status changes with out having to move the job on the board. Example; once the work orders are complete it sends it in the next stage of the work flow, AR. Since the jobs don't have invoicing until the work is complete them it would make since for the job move to AR. Or, automation to move the job to closed once the invoice is paid in full by the client
Crystal Anderson
shared this idea
Thank the maker, this one is here! Head over to the Automation tab to get started.
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Enjoy!
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HDP Office Team
commented
I'd like to bump this suggestion from 1.5 years ago -- What's the status of having this implemented?
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Matthew McDowell
commented
Currently I can trigger automation with job statuses but not based on estimate status.