06-05-2023 05:23 AM
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
06-30-2023 02:15 AM
Welcome to the Community and congrats on your first post, @JHenry 🎉
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.