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The Labor you perform to complete a job is referred to as a "Task". Tasks performed to complete a job can be entered as one large paragraph or broken down into isolated steps. Tasks can have dollars amount associated with them or not. Tasks with dollar amounts are used to track your job cost.

Tasks can be added to an Estimate, RFQ, Work Order, Invoice or saved in your Preset Items so you can reuse them anytime without having  to type them over and over again.

Tasks are entered using an "In Line Form". Entry of a task is done exactly the same way regardless of what type of record the task is being added to. For Example:

  • Add a task to an estimate when you want that task to be visible to your customer when they are considering  the price of the Job. Enter tasks manually or you can import tasks directly from your "Preset Items".
  • Add a task to a work order to instruct an employee or subcontractor what you require them to do on a job and then track the progress of the work order by monitoring the completion of the tasks on it. Enter tasks manually or you can import tasks from your "Preset Items" or from an estimate previously created for this job.
  • Add a task to an Invoice to collect payment from your customer for the performance of that task. Invoice information is used to track customer payments and to produce  "Job Cost" and "Job Profit" reports to help you track and improve company profit.  Enter tasks manually or you can import tasks from your "Preset Items" or from an estimate or work order previously created for this job.

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.

  1. Click here to learn how to Adding New Tasks
  2. Click here to learn how to Editing Tasks 

Quick Tips

Entering Expenses and Materials are almost identical to entering Tasks. If you know how to enter one entering the others is just as easy.