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