Complete work orders based on status

Important

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Enabled for Public preview Early access General availability
Admins, makers, marketers, or analysts, automatically - - Dec 6, 2023

Business value

This feature adopts a status-driven approach to enhance flexibility in work order management. Save time to duplicate work orders that require follow-up by returning them to an unscheduled state after completing a booking.

Feature details

Frontline workers can now use a completed booking status to signal the need for follow-up work, returning the associated work order status to an unscheduled state. By optimizing the booking workflow, this feature ensures accurate work order statuses and simplifies the booking process. It introduces greater flexibility into the work order lifecycle, helping your booking data accurately reflect work order states, and keeping all team members informed and up to date.

Needs Follow-Up booking status showing the new setting.

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See also

Create follow-up work order for a completed booking (docs)