Using Tasks

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