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
