Creating a callout task
Aleks Petrovic avatar
Written by Aleks Petrovic
Updated over a week ago

When creating a task either from the property or task list, select a callout product from the Callout section. A Service Task will then be created for this callout product, meaning you can invoice the callout right away and you know how much the task is worth when setting it up.

We suggest using the following task fields when setting up a callout task:

  • Description field: Pop the date and short description of what you need to do.

  • Scope of works: Pop any extra detail needed in here.

  • Priority: If an urgent callout, put this as High.

  • Due: The date the callout is due. If the callout is due the same day, pop this in as the same date it was requested.

  • Authorisation ref (optional): If you received a purchase order or work order, put it in here. Eg. PO-12345.

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