Compulsory sign-off of tasks
Allow the option for when a document is added to a task for digital sign-off of a job completion, to make it compulsory/needed for closing the ticket/task. This will prevent a ticket or task from being closed off without the necessary signature from the customer
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Comments1
bwm-dc
May 26
Similar to this, more flexibility in how the “checklists” work in a Task, like require the items to be checked before the job status can be changed, or provide questions with form fields that must be filled out - this is one place that a competitor (Powercode) has much better “job finishing” requirements.