Workflow to Notify or Alert someone before closing a job out from the Office

jroman_delair
New Contributor II

Hi All! 

I'm looking for a creative way to have my admins get an alert or something that stops them from batching an invoice if there is still an open PO. We have a checklist but looking for something a bit more "loud". 

Thanks in advance! 

2 REPLIES 2

jroman_delair
New Contributor II

Thanks @MirandaMel  That's what I was afraid of lol 

 

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We have this issue, too.  For us, batching isn't the issue...posting is.  We have a group message go out before the batch gets posted to ensure everyone has taken care of their tasks on it.  Other than that, we haven't found any type of alert.

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning