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

Callout_from_app.drawio.png

 

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

Callout_from_app-Page-2.drawio.png

 

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

Remark_callout.gif

 

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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