A Task can be created as a Job Status Update for when the job has been completed to let you know that a follow up is needed. The task can contain all of the relevant job and contact information. This can be created in Job Type Templates.

Click here to create your Follow Up Task after a job has been completed.

Below is a template of a Follow up Task for when a job is completed.

The wording in square brackets are where place holders can be used to bring in the information from the job that is created. 

When adding this wording to your template use Ctrl + Space to replace the square bracket information with a Formitize placeholder.

Follow Up [Billing Name] | [Job Type]

Please follow up with client after checking if a job has been booked for a Pesticide Application Service

Original booking | [Due Date]

Billing Contact | [Billing Name]

Contact | [Contact Name]

Job Location | [Location]