Complete Job & Schedule Remaining Work

The new Complete Job & Schedule Remainder option allows users to manage Activities after job completion and before all planned work is performed by completing the current Activity and automatically scheduling the remaining work as a Follow-Up Activity.

What's New?

Complete Job & Schedule Remainder – A new ‘Complete Job & Schedule Remainder’ option has been introduced in the Workflow Status dropdown. It appears after the Activity is moved to Ended status and can also be accessed once the status is set to Completed. When selected, Results will:

  • Automatically create a new Activity for the remaining work.
  • Link the new Activity back to the original Activity as its Parent Activity.
  • Carry over the same Sales Order group, sequence number, and other relevant Activity details, eliminating the need to re-enter information and supporting the creation of the new T&M Invoice.
  • Prompt the user to select the date and time for scheduling the remaining work.

Automatic Remaining Duration Calculation – Results automatically determines the duration for the Follow-Up Activity based on the available Sales Order or Activity information.

  • If a Linked Sales Order Line Item exists and its Unit of Measure is Hour, the Line-Item Quantity determines the planned duration.
  • If no Linked Sales Order Line Item is available, the system uses the Activity Type’s standard duration.
  • Results calculates the Duration for the Follow-Up activity by subtracting the time already logged on the original Activity from its planned duration. The remaining time is automatically set as the Duration of the new follow-up Activity.

Why This Matters?

      • Easily Manage Incomplete Work – Complete the current job while automatically scheduling any remaining work, rather than manually creating a Follow-Up Activity or creating very long Pauses for the Job.
      • Save Time – Sales Order, Activity, and scheduling details are automatically transferred, minimizing repetitive data entry.
      • Accurate Remaining Duration – The system calculates the remaining work based on the original planned duration and time already logged.
      • Maintain Activity History – The new Activity is associated with the original as its Parent Activity, forming a clear link between the finished work and what remains scheduled.
      • Improve Scheduling – Select the required date and time for the remaining work and let Results automatically create and schedule the Follow-Up Activity

    Standard Payment Receipt Enhancement

    Results includes a Standard Payment Receipt in the Payments module, giving users a convenient way to generate and access a standardized receipt for payment records. Standard Payment Receipt –...

    FSM Portal Job Card Quick Access Enhancements

    Results now provides improved navigation on the FSM Portal with new Quick Access buttons on the Job Card, allowing users to jump directly to key sections of a job. These shortcuts help field service...

    Create a QB Job Along with an Opportunity or a Project

    Results makes it easier to create QuickBooks (QB) Jobs from Parent Contact records. New menu options let you create a QB Job along with an Opportunity or Project. These enhancements simplify record...

    Unit Price and Cost Decimal Precision Enhancements

    Greater precision and flexibility in managing financial values with a new setting in Admin Settings > Billing Settings. This enhancement lets users configure up to five decimal places for Unit...

    Quantity Decimal Precision Enhancements

    Greater precision and flexibility in managing quantities are available in Admin Settings > Billing Settings. This enhancement allows users to configure the number of decimal places displayed for...

    Split Activity – Simplifying Team Assignments and Scheduling

    The Split Activity feature in Results provides greater flexibility in activity management, allowing users to divide an existing activity into up to three additional activities and assign them to...

    Expanded User Permissions and Key Utilities Access

    Results provides administrators with greater control over user access to key utilities and integration configurations. New permission options have been added to the Users module, making it easier to...

    Streamlined Refund Processing in Results Payments Integration

    Results Payments Integration now provides a more streamlined way to process and track Refunds directly from Results. With the new “Issue Refund” functionality and enhanced transaction tracking,...

    Generate Payment Links for Deposits

    Results Payments Integration now makes it easier to collect Deposit payments directly from Projects. With the new Generate Payment Link for Deposit option, users can generate a secure payment link...

    Who’s Working Module Enhancements

    Results offers greater flexibility and convenience in the Who’s Working module, with enhancements to how Assigned Activity information is displayed and how users manage settings.Default Assigned...