Skip to main content

Manage the work tab of the task

How to understand the work tab of the task, add, edit and perform service tasks: charge, repair or routine servicing

Teresa Bui avatar
Written by Teresa Bui
Updated over a week ago

Setup

You will need the following permission in your security group:

  • Can see all tasks.

Click here to learn about permissions and security groups.


How to understand the work tab of a task

Pre-start activities

Review the action groups on the task.

Activities (service tasks)

Routines - the list of routine service levels assigned to the task (I&T only), with a fraction indicating how many applicable assets have been serviced and the visit fee corresponding to the per-visit fee on the Do&Charge billing contract.

Service tasks represent individual work items within the following information:

  • Asset worked on for Asset Maintenance and Asset Repair service tasks, left blank for Task Charge.

  • Product used for Task Charge, Asset Repair and Asset Maintenance (only for Do&Charge per-asset fee) service tasks.

  • Activity displays the routine service level and product description for Asset Maintenance service task; the product and remark to resolve for Asset Repair service task; and the product description for Task Charge service task.

  • Qty, Cost and Sell: quantity, cost and price of the product.

  • Performed shows who completed the task and when. For Asset Maintenance service tasks, it also displays the result (Pass, Fail, or No Test) and an alert icon with the number of remarks identified. Additional icons highlight if the task is Scheduled, Quoted, Scanned, Billable, or Invoiced, while the Service button is used to edit and perform the service task.

Updates to remark registry

Summarises the number of events that happened to the remarks on the tasks and lists all of the events grouped by asset.


How to create new service tasks

Charge

1. Click + Add in the top right corner of the Activities section and select Charge.

2. Select the Product, update any of the prefilled fields from the product catalogue, and click Create.

Available fields on a task charge

Required (Product, Quantity, Cost Price, Sell Price)

  • Product: Select a product that is needed to perform this task.

  • Quantity: Quantity of materials or labour (hrs) required.

  • Cost Price: Estimated cost of this product.

  • Sell Price: The expected revenue of this product if invoiced.

Optional (Invoice description, Appears on invoice)

  • Invoice description: The description is typically shown on reports, invoices and purchase orders

  • Appears on invoice: Should this product appear on an invoice once performed?

Asset Repair

1. Click + Add in the top right corner of the Activities section and select Asset Repair.

2. Select the Asset, Remark and Product, update any of the prefilled fields from the product catalogue, and click Create.

Available fields on an asset repair

Required (Asset, Product, Quantity, Cost Price, Sell Price)

  • Asset: Select an asset from the property to repair.

  • Product: Select materials or labour required to repair this asset.

  • Quantity: Quantity of materials or labour required to repair this asset.

  • Cost Price: Estimated cost of this product.

  • Sell Price: The expected revenue of this product if invoiced.

Recommended (Remark)

  • Remark: Select an existing remark for this asset.

Optional (Invoice description, Appears on invoice)

  • Invoice description: The description is typically shown on reports, invoices and purchase orders.

  • Appears on invoice: Should this product appear on an invoice once performed?

Asset Maintenance

1. Click + Add in the top right corner of the Activities section and select Asset Maintenance.

2. Select the Asset and Routine service level, update any of the prefilled fields from the product catalogue, and click Create.

Available fields on an asset maintenance

Required (Asset, Routine service level)

  • Asset: Select an asset from the property for unscheduled maintenance.

  • Routine service level: Select a routine service level to perform.

Optional (Product)

  • Product: Select materials or labour chargable for maintenance of this asset

Routine Servicing

1. Click + Add in the top right corner of the Activities section and select Routine Servicing.

The task must have a due date to add routine servicing, which can be done on the Task tab when updating Assignments.

2. Check boxes under Existing Routines to add a scheduled service, or check boxes under Unscheduled Routines to create an impromptu service, then click Update Routines.


Recommended steps

Did this answer your question?