Manage tasks on a job with the To-Do's tab, allocate tasks to technicians and schedulers and send notifications when tasks are created and completed. Technicians can also see and edit the To-Dos on a job on mobile.

If you have a set of tasks to be completed for a specific type of job, you can setup a default set of templates of To-Do lists to be added to a job when the job type is set. They will be added when the job is saved

Job To-Dos are managed in the To-Do tab on the job

Open the job and click on the To-Do tab, the click on + list to add a next list

Enter a name and description (optional) for this list and click create

Click on + Task to add a task for this list

  • Enter a name

  • Enter a description (optional)

  • Select a due date (optional)

  • Select a type (Call, SMS, Email)

  • Assign to a scheduler or Technician

  • Check if you want to notify them about this task (optional) - This will send an email to notify the assigned staff members about the task

  • Add an email notification for when the task is completed (optional) - this will send an email to the selected staff member when the task is marked as done

Mark a To-do as done

To mark a to-do as done, check the box in the List, or click on the Task to se more details

Add comments

Open a To-do and scroll down, in the Comment section, type your comment in the comment field

View and search all To-Dos on jobs in the To-do Job task list

Search by Job status, Site or Type to filter the tasks

Next: Job to-dos on mobile for technicians

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