Automatic Job Status Updates
Elizabeth Swanson
It would be amazing if it were possible to set up automations so that when a technician sends an ETA text to a customer, the job status automatically changes to “In Progress,” and when the technician stops their time on the job, the status automatically updates to “Done.” This would streamline the process so technicians don’t have to manually send the ETA text, start their time, update the status, then stop their time and add notes. It would all stay in sync automatically.
Brent Kelly
This! Except done pending approval option. We do not let our techs select done, so we can double check everything in the office and then close out on our end. It does seem like there are a lot of things that could be automated by other actions, but aren't.
John-Michael Williams
Brent Kelly same, our techs are not allowed to mark "done". We do this once the job is complelty closed out and no other actions are needed.