Adding Job Tasks

View Tasks

• From the Jobs page, tap More.

View Tasks

• Select Tasks from the menu (you’ll also see options for Assign Tools or Purchase Order).

Tasks List Page

• Tasks added by office staff will appear automatically.
• Field Employees can add tasks from the mobile app by tapping the Plus Icon (+).

Task Details

• To View Task Details: Tap on a task to open it.
• To Delete a Task:
  • On iOS: Swipe right on the task to reveal the delete option.
  • On Android: Tap and hold the task to reveal the delete option.

Task Details Page

Tap a task to view details. Here you can:

1. See the Task Name, Service Type, and Status.
2. Add a Field Note for the task.
3. Attach photos or other images using the Camera Icon/Image Icon.
4. Add or view Inventory Items, Forms, or Equipment related to this task in their respective tabs.

Starting & Completing Tasks

1. Tap Start Task when you’re ready to begin.
2. If you can’t finish today, tap Incomplete Task. When you are ready again to do the task the next day you can click on the Start task again.

Starting & Completing Tasks

1. After clicking on Start Task the task status will change to Started. Notice that the Start Task button change to Complete Task.
2. When finished, tap Complete Task.

After Completing a Task, notice that the Task Status on the Task List has changed to the Check Mark Icon.

The Task with the Play Button Icon means that the task was Started/ In progress.

Adding a Task (Mobile)

• Tap the Plus (+) icon on the Task List page.

Adding a Task (Mobile)

1. In the Create New Task window:
   • Enter the Task Name.
   • (Optional) Select a Service Type.
   • Add any notes.
2. Tap the Check icon to save.

Adding a Task (Mobile)

The new task will now appear in the list — open it and Start Task when you’re ready to work on it.