If you could create a add on feature or built in. people would pay more for this.
In the catalog and extra tab on the product that says “Tasks” would help to create tasks on a product. such as.
Unifi Wifi 7 Access point Tasks
- Pre configuration
- Cable Roughed In
- Cable Tested
- Wap Mounted
- Wap Tested
When that sales team is building the quote/oportunity then, its building the task list out at the same time.
Other wise for a project that is large like 100 - 700k, it would take about 16-38hrs just to create a detailed task list. when this could just be automated. because you already know the products in the job and you already know what stage they are and the labour attached.
If we can also have task based more on stages on a product.
Like the attached.
You might have a camera. You need to tick off that it has been roughed in and add a photo.
Then you need to tick off that its been installed and add a photo. then programed.
That way you can easily see the progress of the item.
We currenlty use slack to do this.
Then the techs add a picture at each stage so we can track it easily.