- EBMS Knowledge Base
- Tasks and Work Orders
- Task and Work Order Management
-
Client Resources
-
EBMS Main Documentation
-
Sales
- Customers
- Proposals
- Proposal Sets and Templates
- Sales Orders
- Sales Invoices
- Materials Lists
- Sales and Use Tax
- TaxJar
- Recurring Billing
- Customer Credits
- Customer Payments
- Card Processing and Koble Payments
- Gift Cards and Loyalty Cards
- Verifone Gateway and Point Devices
- Freight and Shipping
- General Ledger Transactions for Sales
- Point of Sale and XPress POS
- Point of Sale Hardware
- Salesperson Commissions
-
Inventory
- Product Catalog
- Using Product Codes for No Count Items
- Product Pricing
- Special Pricing
- Tracking Inventory Counts
- Unit of Measure (UOM)
- Purchasing Stock
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes and Inventory Scanners
- Components (BOM) and Accessories
- Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Locations: Warehouses, Divisions, Departments
- Sync Product Catalogs between Companies
- Vendor Catalogs
- Serialized Items
- Lots
- Product Attributes
-
Expenses
-
Labor
-
Financials
-
Tasks and Work Orders
-
Job Costing
-
Manufacturing
-
Rental
-
Apps
-
E-commerce
-
EBMS Automotive
-
EBMS Horticulture
-
EBMS Metal Supply
-
EBMS Fuel Sales
Reviewing Task History
Tasks can be viewed and edited from a variety of sources besides the main task view window (Labor > Tasks).
Some additional views are listed below:
Tasks by Worker - Click on the Tasks tab of the worker record as shown below:
This view is useful when evaluating tasks for a specific worker. Review the Customizing Task Views > Creating Task Groups and Customizing Task Views > Creating Queries sections for more details on grouping and querying tasks.
A task by Serialized Items – This view is used to see the service history for specific pieces of equipment. The user needs the optional Serialized Items module installed to use this option. All tasks will be listed for a serialized item entered on the general tab of the task.
Click on the Tasks tab of the serialized item to list tasks as shown below:
Tasks by Job – Click on the Tasks tab of a job
Review the Using Tasks and Job Costing for more details on tasks and job costing.
All these task views can be configured to group tasks in a convenient manner. Review the Customizing Task Views > Creating Task Groups and Customizing Task Views > Creating Queries sections for more details on grouping and querying tasks.