On the task view, we have logic that will open and close different information depending on the type of task you are working on and whether it's pre or post site visit.
Pre-Visit or Subcontracted Tasks: The Schedule tab opens by default whenever there are upcoming appointments scheduled, regardless of whether timesheets have already been recorded. It also opens by default if no timesheets have been recorded on the task.
Assigned technicians, contractors and any scheduled appointments can be created or edited via the Schedule card on the task page. It's also where you can edit Accreditations and task access details such as Access Schedule, Access Procedure, Access Code, Access Window and Access Note.
Post-Visit Tasks: If there are no upcoming appointments, the task has recorded timesheets, and no routine inspection work is listed on the Work tab, the Timesheets tab opens by default.
The reasoning is that for most routine inspection tasks, the key information is simply who attended, how long they were onsite, and whether the time exceeded the estimated duration. This information is already visible in the collapsed Timesheets section, so it's only occasionally necessary to expand the tab for more detail.
For all other task types—such as quoted work, call-outs, or service calls—the Timesheets tab opens by default whenever there are no upcoming appointments and timesheets have been recorded, as these tasks are more likely to require a detailed review of labour and time spent.


