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Option to see warning for work order creation based on credit status
Option to see warning for work order creation based on credit status

Stop Creating work order for Customers with Unpaid Bills

Updated over a week ago

We've introduced a handy new feature that lets you prevent making new work orders for customers who haven't paid their bills. It's called "Show warning" in the Credit Status window 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 has a warning enabled for work order creation:

  • The submit buttons will be active but you will get a pop up with a message before saving the work order. You will need to submit one more time if you want to complete a creation action.

  • You can still save your work order as a draft, but you won't be able to submit it immediately. If you will try to submit, you will get the same pop up warning identifying that customer is blocked.

You can change the credit status for customer any time. You can also unmark the checkbox for credit status easily if needed.

Currently, the option to see warning for 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 "Show notification" checkbox checked, technicians can still submit new work orders from the app right away.

This improvement makes sure that you only submit Work order for customers with the right credit status, making your Work order 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

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