Add the ability to set a reminder if I want to be notified when a specific work order is completed | Voters

Add the ability to set a reminder if I want to be notified when a specific work order is completed

live

Ryan Lock

Lets say homeowner, John Smith wants to review his CAD design which is not in our standard process. I want to set a reminder based on the completion of a work order so I can ping myself when only "John Smith's" WO is completed.

September 19, 2024

Max Kazakov

marked this post as

live

Folks, this has actually been live for 6+ months.

Check out our "WO Status updated to COMPLETE" triggers "Create Reminder"!

Max Kazakov

marked this post as

under review

Max Kazakov

For now you can create an Automation that either emails you or even reassigns the WO when moving it to REVIEW. This is a very common QA audit type of use-case. The trigger for the Automation would be the appropriate WO Template moving to REVIEW (or COMPLETED). Hope that helps!