You can create recommendations and convert them to an activity (Work Order or Actual) from the Agworld app and website. Recommendations need to be linked to fields in Agworld, so it's important to make sure you've got your clients' maps set up.
This article is split into 3 sections:
How to Create a Recommendation
How to Convert that Recommendation
Convert to Work Order
On the iPad
On the Website
Convert to Actual
On the iPad
On the Website
How to Send a Recommendation (via email or text)
On the iPad
On the Website
How to Create a Recommendation:
From the Website:
How to Convert Recommendation to Work Order:
How to Convert Recommendation to Actual:
How to Send a Recommendation:
This article explains how to send a recommendation from the iPad or the Website. See additional instructions below on how to do this from the Agworld mobile app:
From the iPad:
If you'd like to submit the recommendation and email it straight to your client or a contractor, choose the option "Submit & Send". You can choose contacts in Agworld, or contacts on your iPad. You can select multiple recipients if you'd like to send the recommendation to multiple people.