Request: Creating Job Cards and Asset Records for jobs with multiple asset types is taking our team ages. Filtering and generating each template type manually, one by one, is super tedious on large jobs.
Could you build an enhancement or workflow automation that lets us bulk-generate or streamline these documents by asset type?
🎉 Status Update: This has now been added to our Simpro Enhancement Pack
Our enhancement adds the ability to select a “Form Template” on an Asset Type, and provides an “asset Attachments” button on a job’s Form Tab. When a job contains multiple assets of different types, simply pressing the button will create all job/asset documents using the chose template for that asset type. No more having to select an asset type and template repeatedly – one click, and all done.