Keep tack of tasks on a job with job to-dos. Add tasks for technicians and schedulers from the office or in the field.
Technicians can only see To-do tasks when they are on a job, they have access to all To-dos on a job regardless who they are assigned to.
View job To-dos in the field
Open the job and click on the To-dos section to expand it. The To-dos are organised in list, scroll down to see more.
Add a To-do in the field
Open a job and click on the To-dos section to expand. Click on the add list button to add a new list
Click + Task to add a to-do task
Select
Due date
Type
who to assign this task to and
who to notify when it is done
Click Create to save the To-Do task
Click Add task to add another task
Mark a task as done
When a tasks is completed, click in the checkbox to mark it as done and automatically notify the selected team member.
Settings
You can show/hide To-do tasks for other workers and schedulers for technicians, in Settings - Misc - Mobile
Uncheck if you only want your technicians to see To-do tasks assigned to themselves, or
Check to allow technicians to see all To-do task on a job
