Jobs need tasks for estimating, scheduling, job costing, and billing. What
tasks appear on any given job ticket is entirely up to you -- you have complete
control over the task table. Once a task is added to a job, work can begin. Estimates
can be made, schedules can be figured, and costs can be entered.
Like job tickets, changes can be made to job tasks
at any point during the job's life -- including
after the job is closed. The changes you make to
job tasks take affect when they are saved. Anyone
who prints a job report will see your changes immediately.
All of the job task's details can be changed in
the Edit Job Task window. Here you can change the
job task's name and description, group and sort,
taxable status, and more.
If the job was added with a job type/spec sheet
and the spec sheet had a template, its tasks are
copied to the new job automatically. If not, you'll
be prompted to add tasks to the job one-by-one.
While new tasks can be added to job tickets almost
anywhere, adding them from the Job Tickets window
has advantages. Adding tasks from the Job Tickets
window is faster, since you can add many new, different
tasks at the same time. Adding tasks here has fewer
limits than in other windows, based on your access
privileges.
This tutorial video shows
how tasks are added to a job ticket.
To add a new task to a job ticket
1 From the Job Ticket window, click the add
task button.
The Add Job Tasks window opens displaying the
tasks already on the job ticket.
2 Select a task from the task
pull-down menu, click add.
The task's information (i.e., its description,
group, and other details) are copied to this job
ticket from the Task Table. The task description
appears on estimates, invoices, schedules, and job
and cost reports.
3 Repeat step
2 to add the job's
other tasks.
4 Click Done.
To include some notes about a job task
Task notes can be added to each job task as an
option. These notes appear on the printed estimate,
invoice, and many job reports and are used to describe
to the client the task's purpose. They can be entered
by double-clicking on a job task in the Job Tickets
window.
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