Creating a callout task from the iOS app

Article author
Aleks Petrovic
  • Updated

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:LearningBanner_App.SML.png

Creating the task in the app

  1. Tap on the Tasks tab at the bottom of the screen
  2. Tap the + symbol in the upper-left corner of the screen
  3. Fill out the fields and supply a Name, Description and Scope of Works
  4. Select a Category - ideally you should have a category for callouts set up in Uptick
  5. Select the property the callout task will be set against
  6. 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:

  1. Tap on the Products tab at the bottom of the screen
  2. Tap Add at the upper-right corner of the screen
  3. Select your Callout product, provide Notes and toggle Is Performed if applicable
  4. Tap Save



Placing remarks against assets in a callout task

  1. Go to the work tab of the callout task
  2. Tap View all assets > select the asset in question
  3. 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.

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