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Tasks and Work Orders

Tasks and Work Orders

The optional task and work order module can help manage a variety of work orders, phone calls, contact notes, and other tasks for service businesses.

Tasks & Work Orders Overview

Task and Work Order Settings

Creating Task Types and Defaults

Using Tasks as Work Orders

Time and Material tasks vs. Contract Tasks

Using Phone Tasks

Create a Task

Creating an Open Task

Attaching a Task to a Service Item

Creating a Task from an Invoice

Creating a Task from a Quote

Creating a Task from a Manufacturing Batch

Linking Tasks to a Serialized Item

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Schedule Tasks and Phases

Scheduling Tasks

Schedule View

Schedule Charts

Estimated, Billable, and Actual Time

Pipeline Phases

Scheduling Vacation or Other Time Off

Scheduling Multiple Employees

Work Groups

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Customize Task Views

Creating Multiple Views

Creating Queries

Creating Groups

Associated Tasks

Copying Task Views from Another Computer

Customizing the Task Header

Task Status Settings

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Task and Work Order Management

Using Tasks as a Contact Manager

Printing Tasks and Work Orders

Email or Print Shortcuts

Recording Parts and Materials

Waiting for Parts and Materials

Recording Labor and Completing the Task

Approving Tasks and Assigning a Manager

Billable Time

Manager Follow-up

Billing a Project or Task

Auto Send Tasks

Compiling Billing Notes

Reviewing Task History

Using Tasks and Job Costing

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