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Allow for copying reports when re-ordering a workorder

Report Writer

Users can already copy (reorder) a job so the new one has the same contacts, property, and services. For BINSERs and revisits they also need the original report and defect items to come over so the new job starts from the same findings. They are asking for the copy/reorder flow to optionally include reports and line items so inspectors or client care don’t have to re-enter them.

Why it matters: Speeds up BINSERs and revisits and reduces mistakes when reusing the original report.

Posted by Ryan Wagner ·
Status: Planned3 comments

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Comments3

  • Ryan Wagner

    Team•

    Feb 20

    I discussed this with Chris and unfortunately Attik will not be able to copy completed reports into re-ordered workorders. The reports will need to be copied in Spectora once the re-ordered job has been pushed from Attik.

    • Shayna Turilli

      •

      Feb 20

      What about when we are in standalone ATTIK and no longer have Spectora?

      • Ryan Wagner

        Team•

        Feb 23

        @Shayna Turilli After switching to standalone Attik we will still be using Spectora for writing the reports for some time. Reports will still be able to be copied in Spectora even though we will no longer be using it for anything scheduling related.