Bolt Ideas Portal
We'd like the ability to add work orders, work orer types, and work order completion date fields to the Job Profit dataset. The end goal is to track Job Profit by customer within a certain time period. The time period would be based on the trim work order completion date.
What will serve as the date, when the job complete status is selected? Or another field like the closing date?
Jordan Douthit
@Guest we are releasing a universal work order feature which will allow you to add a status to a job like "job complete". At this point, we could include those in this dataset so that you could see "any jobs completed within the last x months for customer y" in the Jobs Profit Dataset