Auto Create Work Order Upon Status Change
I need to be able to create an automation that, when a job is in a specific status, it will automatically create a work order. We use the job status as the department names and when a job goes into a specific department, we need it to create the work order. Feel free to contact me for more information if that will help!
Kaloni Pedigo
shared this idea
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Stockman1122 commented
We have 49 users and this will be a game changer for our company. Acculynx has been bugging us to switch CRM's for many years.
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Automate "Work Order" Creations. For Ex: When the "Status" is moved to a specific department / Status, a work order is automatically created. We currently have to manually create thousands of work orders a year for every department to view on their work flow boards. If you can currently automate creating tasks when the job status is moved, why can you not create a work order the same way? The work order specifics will be set up like the task specifics when setting the "action". For Ex: *Design template *Saved work order *Work order Type *Assigned to.
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Anonymous
commented
It would be nice to be able to have an automation that would create a work order based on a status change for a customer. Give work orders a little more customization similar to Job cards.