Create tasks such as call-backs, verifying invoicing/work orders, follow-up reminders two weeks after an initial visit, lunch breaks, etc. You can assign a task to yourself or to anyone else in your business.
View and edit all Tasks
Filter and sort the Task list
Create a new Task by tapping the plus sign (+).
Filter, Sort and Refresh Tasks
From the menu tap Tasks. Filter Tasks to narrow a search. Sort Tasks by date (newest to oldest and vise versa). Tap the Refresh circle to update the list.
View and Edit Tasks
Tap a Task to open it. Select a Task Type that is specific to the task at hand. Tap Related to and tap Related Name to associate the specific relationship. Then schedule the Task.
Add New (+)
Tap the plus sign (+) in the upper right to create a new Task. Tap each field and enter the information. Tap Save to save the task.
Continue on to Fieldwork Office - Menu > Invoices