In circumstances such as after hours callouts, the technician may need to create a task from the iOS app. To create a callout task carry out the following steps:
Creating the task in the app
Tap on the Tasks tab at the bottom of the screen
Tap the 3 dots symbol in the upper-right corner of the screen, then tap Create Task
Fill out the fields and supply a Name, Description and Scope of Works
Select a Category - ideally you should have a category for callouts set up in Uptick
Select the property the callout task will be set against
Tap Save
Once the task has been saved you'll be taken straight to the task. It's recommended to have a callout product set up so that you can add it as a Use and Charge product to the callout task. To add the product:
Tap on the Products tab at the bottom of the screen
Tap Add at the upper-right corner of the screen
Select your Callout product, provide Notes and toggle Is Performed if applicable
Tap Save
Placing remarks against assets in a callout task
Go to the work tab of the callout task
Tap the 3 dots in the upper right corner, then tap View all assets > select the asset in question
You can add remarks and applicable products as you normally would when servicing an asset
Note: Remarked assets on a callout task may not show up in the Quote Builder when suggesting products for quote from a callout task. You learn more about it here.