Tasks Tab
When you are working on the work order, you will see the tabs:
- Details
- Asset
- Tasks - For work orders that contain an Inspection task, see Working on an Inspection.
Tasks tab
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The Tasks tab contains the list of tasks to be completed. |
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If you need to add a task, tap the Add Task button and then search for a task. When you find the task you want, tap on the task and then it is added to the list. |
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Work on a Task
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The task will contain a menu so that you can add the following: |
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Parts
Add a part to the task
- When you want to use a part in the task, tap the Parts icon.
- You can either scan the part by the barcode or tap the Add a Part button to search for the part. If needed, you can change the warehouse and then search for the part.
- Tap the part name and the details screen displays.
- Enter the quantity and cost of the part.
- If needed, you can enter notes or budget.
- Tap the Add now button and the part is added to the work order.
The ability to change warehouse will be added to the mobile app soon.

Remove the part from the task
- When you want to remove part from the task, tap the Parts icon.
- Form the list, tap the part name.
- Tap the Remove button and the message "Are you sure?" displays.
- Tap the Yes, remove button and the part is removed from the work order.

Labor
- When you start working on the task, tap the Labor
icon and then you can start the timer. - If later you need to adjust the labor time, then tap the Add Labor Hours button.
- Select the hours and minutes and then tap Done.
- Select the date and time end and then tap Done.
- Tap the Save button.

Comment
As you work on the tasks, it is easy to add internal or public notes into the work order.
- Tap the Comments
icon. - Tap the + icon and enter your notes.
- The Public and Internal button show what type of note you are adding.
- When you have finished, tap the Done button.

Costs
Tap the Costs
icon.
The ability to add costs will be added to the mobile app soon.
Photos & Attachments
- If you need to provide photos of the work, then tap the Photos
icon. - Tap the + Add button and then tap either New photo or existing photo.
- If you want to add URL link, then tap URL.

Complete a Task
When you have finished the task, tap the Mark as Complete button.




