Video
Setup
You will need the following permission in your security group:
Can see all tasks.
Can create callout tasks.
Click here to learn about permissions and security groups.
IOS: How to create a callout task
1. Navigate to the Tasks tab and click + in the top left corner.
2. Provide the Description, search and select the Property and Call-out attendance fee for accurate invoicing.
3. Tap Save in the top right corner.
Available fields on the task
Available fields on the task
Description: Short description of the work to be performed.
Category: Defaults to Callout, but another task category can be selected.
Property: Choose an existing property from the list.
Client: When property is selected, the client is automatically pre-filled.
Call-out attendance fee: Select the correct labour rate for invoicing, for example After hours callout.
Scope of Works: The complete description of the works to be performed which is visible on the reports.
Authorisation Ref.: Provide a purchase order or work order, eg. PO-12345.
Due Date: Select a date by which this task needs to be completed.
IOS: How to perform a callout task
1. Create a callout task or find and open an existing one.
2. Find an asset on the property via View all Assets and create a remark.
3. Add and use products for invoicing.
4. Add Technician notes, Collect a client signature and Finalise the task and preview the service report.
ANDROID: How to create a callout task
1. Navigate to the Tasks tab and click + in the top right corner.
2. Provide the Description, search and select the Property and Call-out attendance fee for accurate invoicing.
3. Tap Save in the top right corner.
Available fields on the task
Available fields on the task
Description: Short description of the work to be performed.
Category: Defaults to Callout, but another task category can be selected.
Property: Choose an existing property from the list.
Client: When property is selected, the client is automatically pre-filled.
Call-out attendance fee: Select the correct labour rate for invoicing, for example After hours callout.
Scope of Works: The complete description of the works to be performed which is visible on the reports.
Authorisation Ref.: Provide a purchase order or work order, eg. PO-12345.
Due Date: Select a date by which this task needs to be completed.
ANDROID: How to perform a callout task
1. Create a callout task or find and open an existing one.
2. Find an asset on the property via View all Assets and create a remark.
3. Add and use products for invoicing.
4. Add Technician notes, Collect a client signature and Finalise the task and preview the service report.
Recommended steps
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