Jobs, Capacity & Workflow Management
Controlling production across the practice: job creation, rollover, assignment, budgets, state changes, review loops, overdue work, and bottlenecks.
- Automatically Bulk Update Job Type from Standard to Workflow Job
- Final Invoice Auto Complete Job
- Job Budget Tracking Alerts
- Job Rework & Review Processes
- Job Rollover Process
- Track the Date a Job State Changes
- Updating Custom Fields
- Overdue Jobs Reminder
- Overdue Task Reminder
- Recurring Task Automation
- Updating Job Partner or Job Manager
- Unassigned Job Partner or Job Manager Alert
- Unassigned Tasks Notification
Stay Up-To-Date
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Events
We host a range of product demos, training webinars, workshops and more.
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Service Status
Check for updates on the FYI Platform
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What's New
Round-up of new features, fixes, and other important announcements.