Trackplan has several workflow methods that help with job management:
1. Work Orders / Issues can be created as a job request, which can then be approved into reactive jobs. These requests can be sent for authorisation, and the requester can confirm or reject the work that has been done.
Learn more about Work Orders and Job Requests here
2. Jobs can be "approved" first by one type of user before they can be completed by a more senior user.
Learn more about Job Approval and Completion here
3. Completion of a job task by a resource (contractor / engineer) can fully complete job, or set status to "resource confirmed complete" still requiring full sign-off.
Learn more about Job Completion by a Resource here
4. Jobs can be sent for authorisation.
Learn more about Sending a Job for Authorisation
5. Jobs can be broken into multiple job tasks.
Learn more about Job Tasks here
6. Jobs can be sent for a "request for quote".
Learn more about Job Quotes and Estimates here
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