Tasks, time and parts

Here is how a technician records the job on a work order: the tasks, the time, and the parts.

Step by step

1. Open your work order and go to Tasks & time.
2. Tap Add task for each job on the unit, with the time you expect it to take.
3. Tap Add time. Start the timer when you begin, or enter the minutes when you are done, with a short note on what you did.
4. Keep each task's status current, so the board shows where the job is.
5. On the Parts tab, tap Add part: part number, quantity, description, and where it is at, from requested through to installed.

Good to know

• Rates stay with the office. Technicians record the work; cost and sell rates show only to roles that see financials.
• Blocked or cancelled. Marking a task blocked or cancelled asks for the reason, and it goes on record.