JOB PIPELINE A-Z

JHenry
New Contributor

I feel that there has to be a way to use the task manager for tracking your progress throughout a job

for instance

I create a solar or generator install project

as soon as I create that project certain tasks should populate such as 


Get customer NOC
Submit Permitting
Purchase and log inventory
schedule work 
Etc.

Just to help visualize the job flow for everyone in the office so we are all on the same page when looking at our jobs

1 REPLY 1

LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Welcome to the Community and congrats on your first post, @JHenry ðŸŽ‰

This is a great idea! The best place to post this is going to be on our ideas page: https://community.servicetitan.com/t5/Ideas/bd-p/ideas

Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so others can upvote your idea.