To access the task sheet for the job, simply tap the task name (usually the address of the job) displayed in your task list. The task sheet is the central point where Field users can obtain all of the information that's needed to complete the job. Additional information is available for any field that displays an > on the right hand side.
Button / Field
Provides options to:
Turn this task into a quote.
Create a new quote for this client.
Create a new quote for this client and location.
Create a new task for this client.
Create a new task for this client and location.
Generate a PDF of the task sheet to send to a mobile printer.
Send an email and include any attached documents/images, compliance forms, etc.
Managers, Supervisors (and those withpermission) can use this to view active timers on the Task.
To see the active timers across all Tasks (and Overheads), use the Active Timers button found in Timesheets.
Shortcut menu allows you to jump to different sections on the task sheet. Options are: Refresh, Lab, Mat, Exp, Purchase Orders, Assets, Forms, Documents & Photos, Task Notes, Task Checklist, Manual Checklists, Save and Capture Signature.