How do I set the status of a To-Do from open to completed?
To mark a To-Do from Open to Completed, go to the Menu, and open the To-Do module.
Open the To-Do you would like to mark complete and then click on the pencil icon on the top right to get into Edit mode. Once here, click on the Status drop down and change it from Open/ Incomplete to Complete and click Save.
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Can the project status be changed automatically? (from pending to completed)
The Project Status cannot be changed automatically and is manually changed by the user after the project is completed.
How do I set the Priority Status for the Service Ticket and can I filter and display a list based on these Priorities?
To set the priority status for Service Tickets, go to the Menu and locate Service Tickets and pick the Service Ticket you wish to change the status to. Once here, go to Edit mode which is the pencil icon on the top right. In the details tab, you will ...
How do I change a Bill from open to paid?
A bill does not need to be changed from one status to another as this is automatic. If the amount due for a Bill is $100, when the payment for $100 is fully paid, the Bill automatically changes from Open status to Paid.
How do I update the Service Ticket status?
To update the Service Ticket status, please go to the Menu and choose Service Tickets. Choose the Service Ticket you wish to change the status for. On the top, you will see Unscheduled, Scheduled En Route, Checked In and Completed and all these are ...
How do I update the Daily Log status ?
To update the Daily Log status, please open the Daily Log and enter the Edit mode by clicking on the pencil icon on the top right. Once in Edit mode, click the Log Status and change it to the desired Status and click Save to save the changes.