Form Builder in Mobile: I don’t see where I can require the form that I build to be filled out for a select Work Order Type that I choose? so it doesn’t allow the tech to change the status of the WO to ‘completed’ until it sees that it’s filled out.
Example: AC & Furnace Maintenances. Our techs are required to fill out a Maintenance checklist form so we are all consistent in our process. If I create that in Form Builder, I want it to be required for all Work Order Types called ‘Maintenance’ and it will alert them/stop them when they go to complete the work order status in TOM Mobile that it still needs to be filled out before moving forward.
Amanda,
This is an amazing suggestion. We were just talking about how to force the techs to fill out a form on install work orders as part of the job and not be allowed to complete without it. Possibly an option that is checked in TOM that requires the form to be filled out so it can be required or not required based on the type of job?
Zack
Yes, exactly! Hopefully we can get more people to vote on this for a future update.
Yes, exactly! Hopefully we can get more people to vote on this for a future update.
Please also allow us to email the forms directly to the customer, just like you can email Work Orders and Invoices. This is currently not an option. Already a suggestion in the forum and Item #29011 with Support. THANKS
Totally agree. I wish forms could be made mandatory close out WO. I posted a feature request here last year and got 10 votes last year on the same suggestion basically. The Aptora response “in verbatim” was I has to hire better employees. I was disappointed, its not always that the tech is “lazy” We expect so much of them, IMO it would be easier to ensure what is required gets done.
Exactly! Well put Brian. Not that our guys or lazy at all. Just trying to create a more fail-proof Call Flow experience for the techs. (Just like when you order a cheeseburger from McDonald’s!). McDonald’s employees are setup with tools for success. which makes BOTH employee and owner feel more confident.
Well put Brian. Not that our guys or lazy at all. Just trying to create a more fail-proof Call Flow experience for the techs. (Just like when you order a cheeseburger from McDonald’s!). McDonald’s employees are setup with tools for success. which makes BOTH employee and owner feel more confident.