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We are trying to find a solution to ensure Site Audits are being completed and in a timely manner and to ensure properties aren’t skipped. Essentially we are trying to find a way to have 20 SAs per property open/available to complete at the start of each season. Then those would be completed over time and if they are still open we know where we are falling short.

  1. Is there a way to bulk create Site Audits which would be completed at a later date?
  2. Has anyone achieve the result in a different way?
  3. We have built a list that shows last SA date to create a list of properties missing a site audit within a reasonable timeframe.

Any other tips/tricks/helpful reports/lists?

Hi Lisa,

One option I’ve seen work very well is to create a service on the Opportunity specifically for Site Audits, with the number of occurrences set to reflect how many you’d like to complete throughout the year. The service should include a labor item, but you’ll want to override the Service Cost to $0, as these are non-billable visits.

Each Account Manager can then have their own route, allowing them to schedule their site audits in advance. As audits are completed, they’ll be responsible for closing out the corresponding work tickets. You can easily track progress using a work ticket list filtered by this service.

Let me know if you’d like help getting this set up.

Thank you for the response. We have considered this option in the past, but were concerned if this would affect MH or job costing for the contract. For example, does completing 20 work tickets at 0.5 MH each for the site audits affect the overall job costing for the contract?

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