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:
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.
- Click here to learn how to Adding New Tasks
- Click here to learn how to Editing Tasks
Entering Expenses and Materials are almost identical to entering Tasks. If you know how to enter one entering the others is just as easy.