Using Tasks
This video will demonstrate how to start adding tasks to your shop and jobs, track hours, document work and updating customers.
Details
In this video we go over how to create tasks to use on jobs. There are three methods to creating a shop task, on the fly from inside a job, syncing via quickbooks online, or uploading a xls or csv file. Once inside a job, we show you all the different parameters on a task and how to utilize them.
Topics Covered:
- Shop Vs Job Tasks
- Creating a task inside a job
- Syncing with Quickbooks Online
- Importing a task list
- Shop Tasks Table
- Tracking Hours
- Task Details
- Checklists
- Photos and Files
- Customer Visibility
- Updating a shop task
- Adding parts to a task
- Task Groups and subtasks
- common tasks
Start Organizing
Your Shop
The time is now, make the move to begin improving operations at your shop!
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