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.
Currently, the option to stop making new work orders only works on the web for service managers, not in the app. This means that even if a customer's credit status has the "Task Creation Disabled" checkbox checked, technicians can still create new work orders from the app.
This improvement makes sure that you only submit tasks for customers with the right credit status, making your task management more efficient.
Credit statuses can be changed automatically when Frontu is integrated with your ERP or accountancy system. Check out our service page. Otherwise, credit status can be assigned manually for each customer