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Stockman1122

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  1. Auto Create Work Order Upon Status Change

    30 votes

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    3 comments  ·  Settings » Automation  ·  Admin →
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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.

    Stockman1122 supported this idea  · 
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    Stockman1122 commented  · 

    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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