We've introduced a handy new feature that lets you prevent making new tasks for customers who haven't paid their bills. It's called "Task Creation Disabled" in the Credit Status tab relevant to Customers.
Why it matters:
Service managers sometimes miss the credit status label when they're creating new work orders. If your company does work for customers who haven't paid, it can cause cash flow problems and take a lot of time to recover the money.
How it works:
When you pick a customer with a specific credit status where this credit status is turned on to disable task creation:
The submit buttons will be grayed out, and a little explanation will pop up to tell you why.
You can still save your task as a draft, but you won't be able to submit it immediately.
The buttons will become active again if you either:
Choose a different credit status for that customer.
Disable this option for that credit status altogether.
This improvement makes sure that you only submit tasks for customers with the right credit status, making your task management more efficient.