Track when inspectors add a service on site in the workorder and Reports Hub

Users want a clear way to see and report on when an inspector adds a service while the job is already in progress. They want that event to be visible on the workorder and available in Reports Hub so managers can measure how often on-site adds are happening, with a sensible default such as counting a service added during the scheduled inspection window as an on-site add. Users are also asking for a manual override so office staff can correct the record when timing alone does not tell the full story.

Why it matters: Teams want better visibility into upsells and field changes so they can report on inspector activity accurately and avoid missing or misclassifying on-site service adds.

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Upvoters
Status

Planned

Board
πŸ’‘

New Features

Date

2 months ago

Author

Linear

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