Name of Feature/Request: Items on the Sales Order to flow to the Task
What financial, time savings, or quality of life improvements will occur from this: : To have Items on a Sales Order transfer to a Task | Frequency: Weekly | Manual effort to add to internal notes and crews in field need to call up the estimate (sales order) to “See” what work needs to be completed. Currently scheduler fills out in the work order (task). Lots of manual effort.
Attempted Solutions So Far: Put the items in internal notes and have the setting for the estimate (sales order) type to allow to transfer to a work order (task)
Digging deep - Any additional Why behind this request / How was this accomplished before Striven in what system or software: Original Description: : Manual effort to add to internal notes and crews in field need to call up the estimate (sales order) to “See” what work needs to be completed. Currently scheduler fills out in the work order (task). Lots of manual effort. | Previously accomplished: Some items are being listed in internal notes; custom legacy software, majority is work order driven
@DBricker We think we’ve created a work around on this that is so far so good. I let @Sam know about it today in a call with him. Our employee, @Joe , with MS Access skills created this:
It works quite well and the “NO” you see second from the right is referencing whether the custom column on the sales order is marked “INSTALLED/DELIVERED”. We are only a week into this but it’s working thus far. We just print it out in the AM before they load.
That looks good! We have a similar system we use now, but our customs columns are ‘Stage’ (Rough-in, Finish, Final), Qty In (Qty Installed), and Qty Need (Qty Still Needed). I also added a date modified audit system for tracking to the worksheet.
Next month, I’m starting on a mobile app to put Tasks and Sales Orders together in a reasonable way, using the API.
