Job tasks
You sent massive amounts of feedback and we listened.
One huge area of feedback has centered around the need for more detailed job management when it comes to longer and more complicated jobs. Historically this has involved shuffling the scheduled date forward in time or duplicating a job across multiple days
We are sad to report those workarounds will no longer have a place in your daily routine because today we are announcing "job tasks".
Job tasks can be viewed as tasks, todos, or visits. They are related to a job but have their own scheduled time, duration, assignment, note and completion status.
To enable this feature check the box under Settings => Labs:
Then go to an estimate or job and there will be a new Tasks section:
Multiple tasks are listed in sequence by date:
Job tasks integrate into the calendar:
You can create custom reports to filter job tasks:
Stay connected by enabling task notifications. Simply check the notification box to enable this feature when editing an employee:
P.S. If you currently integrate with a third-party calendar like Outlook or Google Calendar using our iCalendar feeds then you'll want to remove your existing feeds and re-add the new feed that includes job tasks. You can find this new iCal feed under each employee's record.
We hope you find this new feature very useful!
