Tasks are entered using an "In Line Form". Entry of a task is done exactly the same regardless of what type of record the task is being added to.
Step by Step
Tasks can be added to an estimate, RFQ, work order, invoice or to preset items. Entry of a task is done exactly the same way regardless of where it is added. For this example we will demonstrate how to enter a task to an Invoice. We assume an invoice is already created, if not please go to "Create New Invoice" before proceeding.
- Open an existing Invoice from Job > Invoice List.
- Once the invoice is open click on the "Invoice Task" tab.
- With the Invoice Task tab open click the "New Task" button in the action tool bar at the top right.
- An "In Line Entry" from will open.
- Within the in line entry form, click on the "Enter Group Name" button and add a group name of the task you are about to add such as, Kitchen, 1st Floor, Electrical, etc.
- Next, Click in the "Description" field below the "Group Name" and enter a description of the task such as "Install duplex electrical receptacle", "Remove and discard original cabinets" or "Replace kitchen faucet", etc... You can enter anything you want.
- You can continue to the right entering a "Quantity", "Unit of Measure", "Mark Up" and "Unit Rate". These fields are not mandatory.
- The "Unit Price" and "Total Price" fields are auto calculated for you. However, you can change the values here at any time and system will adjust the preceding fields accordingly or you can jump right to the "Unit Price" field and enter an amount here without entering any other fields. It's simply your choice and what works best for you.
- The "Unit Price", "Unit Total" or "Mark Up" fields may not be available in certain screens such as "Work Order" or sending a "Request For Quote")
- When finished, click the "Blue Save Disk" icon at the left of this row. Saving will close the in-line form.
- You can now see the new line item you just created.
Enter common tasks you use often into "Preset Items > Tasks" When you enter them here you only have to enter them once. Then, you can reuse them often without having to type them again by just importing them to your estimate, work order, or invoice with a few clicks. This is a real time saver.