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Job Planning & Management Ideas Portal
Status Future consideration
Created by Guest
Created on May 22, 2019

When creating a job from a recall or a warranty it would be great to have that automatically create a project

When creating a recall or warranty job from an existing job it won't automatically associate these jobs in a project. It would be useful to have a project created automatically in this scenario so that the recall and warranty jobs can be associated with the jobs that they were booked from. This will help increase the tracking of these types of jobs, as well as increase the efficiency and workflow when booking recall and warranty jobs. I would recommend mirroring the behavior that is achieved by booking a lead job from an existing job. 

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  • Guest
    Reply
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    Aug 23, 2021

    croweheatingair is requesting this as well!

  • Guest
    Reply
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    Jun 26, 2019

    A Customer is requesting this be an option when booking a Recall job from a Job already associated with a Project.

     

    Perhaps a checkbox can be added in case tenants wish to choose to create a Project or to Associate the Recall job with the current project when "Booking out the Recall Job"

  • Guest
    Reply
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    Jun 18, 2019

    Customer also requesting this in terms of it affecting job costing.

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