Create a Task


Tasks are the services that you provide your customers. They are comprised of the steps, actions, and procedures you have in place to complete a job or prepare a quote. Keep the following guidelines in mind when you name a task:

  • Name a task to classify the types of service your business delivers such as Installation, Service Call, Estimate, Proposal, Sales, or Preventative Maintenance.
  • Name a task to communicate to dispatch and your field service technician the expected action or reason for the appointment.

On the web, add tasks to your account by using either of the following methods:

  • NEW TASK entry page
  • Task import template

On the mobile, add tasks to your account using the ‘New Task’ button. Tasks are available to include on a job or quote from the web or mobile and display on the invoice.

Select this link for additional information on How to Create a Task