Ideas for Acumatica

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Add button to create a service order right from project record

There are a number of construction companies that use service orders/appointments to schedule workers on their projects. This is especially applicable if their workers are frequently moving from site to site in a given day. Being able to schedule this right from the project would be very helpful. It would also be nice to have a tab on projects that just has a list of all appointments that are associated with that project. 

 

if possible, just generate an appointment right from the project, and have the service order be "X" 

  • Mike Duberstein
  • Jan 31 2020
  • Attach files
  • John Sheehan commented
    11 Feb 16:41

    this is absolutely crucial. the interface between projects and field service is completely lacking.