Allow the user to email a field ticket document to a specific email address that can be entered on the fly
Travis Creasey
| Company | Quest |
| Job Title / Role | Implementation Consultant |
| I need it... | 6 months |
Dear Viewpoint Suggestion Box contributor;
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Hi Travis,
So this is a quick request to allow the user to send a finished pdf copy to the external party? We have a separate request for allowing users to send a link to allow external parties to sign the Field Ticket so they don't have to sign in person.
Thanks!
Hi Mark,
This is where the user is requiring external approval/evaluation of the content of the Field Ticket. Workflow would be:
Foreman enters data into Field Ticket (time cards, equipment, general site info etc)
Foreman presents this to Customer Representative for digital signature
Foreman saves the field ticket then hits button to send email directly to customer representative on the spot.
Content of the ticket is then used to generate billing through Vista T&M.
Hi Travis,
Can you explain the business case for this feature in more detail?
Thanks!