General Tab
The General tab is the first tab displayed when creating a task. It contains the task’s primary information.
Basic Information (Top Left)
This section contains the key task fields.
Project
Allows you to associate the task with a project.
Task Type
Required field
The task type influences:
The workflow
The fields displayed
The automations
The print templates
Important:
The task type cannot be changed after the task has been saved.
Priority
Available if enabled in the configuration.
No Appointment
When enabled, the task has no scheduled appointment.
Appointment
Allows you to define the task's appointment date and time.
Human Resource
Only one primary human resource can be assigned.
This resource retains editing rights on the task once it has been dispatched.
Summary and Description (Top Right)
Summary
Serves as the title of the task.
Description
Used to provide details about the work to be completed.
Note:
These fields can be disabled if required, and the Description field has no character limit.
Customer and Location (Center)
Customer
Selected through the search bar (minimum of 3 characters).
Searches the entire customer database.
New customers can be created using the + button.
Location
Available once a customer has been selected.
Linked directly to the customer.
New locations can be created using the + button.
Custom Fields (Bottom Section)
Fields specific to your account.
Defined according to the task type.
Configured under:
Configuration > Types > Base Task Type
Advanced Tab
The Advanced tab provides access to additional settings.
Index
Used to organize and sort tasks.
Duration
The most commonly used field.
Used to define the estimated duration of the task.
Additional Available Options
Travel Time
Link
Language
Map Color
Optimization Tab (Routeo Module)
Available if the Routeo module is enabled.
Allows you to define constraints.
Influences task scheduling and optimization.
Timesheet Tab
This tab contains all time entries associated with the task.
Available Functions
View time entries
Create time entries using the Create button
Bill time entries
Important:
If activities are billable, clicking Bill automatically adds the hours to the task invoice.
Invoice Tab
The Invoice tab is used to manage billable items associated with the task.
Available Functions
Add items
Edit existing items
Remove items
Additional Options
Apply a global discount to all items
Select applicable taxes
Choose a price list
Add payments (if the payment module is enabled)
Invoice columns can be customized.
Equipment Tab
This tab allows you to associate equipment with the task.
Available Functions
Use the + button to add equipment linked to the customer.
Use the binoculars icon to search for equipment not linked to the customer.
Every task associated with an equipment record is retained in the equipment's history.
This provides complete service tracking for each piece of equipment.
Assistants Tab
Allows you to add assistants to the task.
Assistants are human resources with limited access to the task.
Assistants can:
Add time entries
Add photos
View the task on their mobile device
However, assistants cannot edit the task itself.
History Tab
This tab displays the complete history of the task.
Sections
Status Changes
Displays who made the change, when it was made, and which human resource performed the action.
Event Log
Displays all modifications made to the task.
Attachments Tab
Used to manage files associated with the task.
Available Functions
Add attachments
Edit or delete attachments
Download attachments
Photos taken from the mobile application are automatically stored here.
Satisfaction Tab (Satisfaction Module)
Available if the Satisfaction module is enabled.
Displays survey results sent to the customer.
Directly linked to the task.
Comments Tab
Allows users to add internal comments.
How It Works
Add a comment
Mark a comment as Priority
Note:
Priority comments are automatically displayed when the task is opened on a mobile device.
Signatures Tab
The final tab of the task.
Displays all collected signatures (customer and employee).
FAQ
In which tab is a task created?
In the General tab.
Can I change a task type after saving the task?
No. The task type becomes permanent once the task has been saved.
Can multiple primary human resources be assigned?
No. Only one primary human resource can be assigned to a task.
Where can I view hours worked on a task?
In the Timesheet tab.
Can assistants modify a task?
No. Assistants can only add time entries and photos.
Where are photos taken from mobile devices stored?
In the Attachments tab.
Where can I see the changes made to a task?
In the History tab.