Set Go Back Service Appointment

Set Go Back Service Appointment

Go Back service appointments consist of any remaining work that is required to go back to a job site after the Job has been marked as complete and recognized as revenue.  It is not uncommon that there could be small punch list items needing to be finished after a job has been marked as completed and revenue recognized.  All go back service appointments should be set from the Job record by selecting the Set Go Back Transition in the Jobs Blueprint.  This Set Go Back Transition will only be available once the Job has been marked as completed and also has not been officially closed.  Upon completing the transition, the selected Ops Block record with the set service appointment will appear in the related lists of the Job record (you may need to refresh the Job record to see the set Ops Block record).  The following video provides an overview on how to set a go back service appointment.


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