Submit your Suggestions for Vista Web

Ability to only send emails to customer at scope completion instead of trip closeout

We would like the ability to be able to send customers the Work Order Summary Report once a scope is complete, not when every trip is complete.

  • Peter Gaynor
  • Nov 11 2021
  • Shipped
Company University Mechanical Contractors Inc
Job Title / Role Application Specialist
I need it... 1 month
  • Attach files
  • Peter Gaynor commented
    January 28, 2022 00:08

    Hi Michael,

    We would like for it to only save a copy of the pdf to the work order and email when it is the last trip completed of the scope.

    Thanks,

    Peter Gaynor

  • Admin
    Michael Smith commented
    January 27, 2022 23:37

    Hey Peter,

    Do you want the system to save a copy of each trip to the work order, or only save a copy of the pdf and email when it is the last trip completed for the scope?

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