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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 Materials (T&M) 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

Task Schedule View

Task Schedule Charts

Estimated, Billable, and Actual Time for Tasks

Project Pipeline Phases

Scheduling Vacation or Other Time Off with Task Types

Scheduling Multiple Employees for a Task or Work Order

Work Groups

Creating Calendar Appointments from Tasks

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Customize Task Views

Creating Multiple Views for Tasks or Work Orders

Creating Task Queries

Creating Task and Work Order 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 for Tasks

Recording Parts and Materials in a Task

Waiting for Parts and Materials for a Task

Recording Labor and Completing the Task

Approving Tasks and Assigning a Manager

Billable Time

Manager Follow-up Options for Tasks

Billing a Project or Task

Compiling Billing Notes from the Work Order

Reviewing Task History

Using Tasks and Job Costing

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Customer Contact Management

Customer Contact Management Overview

Mapping and Location Services

Using Tasks for Customer Contact Management

Send or Search Email from a Task

Online Routing and Directions

Opening EBMS Hyperlinks from Task Notes

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