Recurring WO Improvements
C
Cory Wilson
The process we use currently is:
From an IOs device, my technicians can create recurring work orders every three months to revisit the home for a service.
The problem we have is:
Any pictures, line items, notes or other information that was uploaded to the original recurring work order, does NOT carry over to all other recurring work orders.
Currently the only way to get the recurring information needed for each work order or location is for my office staff to go in on a desktop access and copy and paste that information or documents/images into the scheduler, which essentially feels like duplicating a task.
The solution we want:
Allow for all recurring work orders to have recurring information (service line items, pictures, notes, etc) carry over to all work orders that will autogenerate in the future.
Doug Harmon
5 years
C
Cory Wilson
Doug Harmon: elaborate?
j
jesse fraser
fieldstaff needs to be able to copy a WO in the app! yes....CRM can do it, but our fieldstaff can do this right onsite, with the client!!!