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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.
Task and Work Order Settings
Create a Task
Schedule Tasks and Phases
- EBMS Task Schedule View
- 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
Customize Task Views
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