Field Service: Field Service Tasks

Process

To get started, navigate to the Field Service app.

My Tasks

To view only your tasks, go to My Tasks > Tasks. This brings you to a kanban view of tasks planned for today or the future, sorted into date columns.

All Tasks

To view all tasks, go to ALL TASKS > ALL TASKS. This brings you to a list view of all tasks.

To Schedule

Use the All Tasks > To Schedule for a list of tasks that still need to be scheduled.

To Invoice

Use the ALL TASKS > TO invoice for a list of tasks that are ready to be invoiced. You can select one or multiple tasks then click Create Invoice to quickly generate invoices.

Creating Tasks

To add a new task, click NEW in any of the views. This opens a new form where you'll enter the following details:

Task Title: Enter the name of the task.

Project: Select a project to nest this task under.

Customer: Select the customer associated with this task. Entering a customer will display additional Email, Phone, and Sales Order fields.

Worksheet Template: This field appears if you have Worksheets activated in the app's settings. The field auto-populates based on the selected project, but it may also be left empty or changed. 

Sales Order Item: Once a customer is selected, you'll be able to select from their eligible Sales Order Lines. 

Planned Date: Select the dates and times when this task should begin and end.

Assignees: This field shows who is responsible for this task.

Tags: Select relevant tags for this task.