Service Track task lists include a preview panel to display essential job information from a selected task. Simply click any row or the (eye icon) on a task list to open the task preview panel.
The quotes list also uses this same preview function. Learn more.
The Task Preview is available on all task lists in the Workflow menu.
The Task Preview will open and the selected task will display a green eye icon.
Once finished, click Hide Preview, or click away from the row, to close the panel.
See below for more things you can do within the preview.
The Task Preview includes fields that are also found on the Task Worksheet.
Fields with the (link icon) can also be clicked for more information.
A unique identifier generated on task creation in the format 'JN [number of company tasks created +1]'
Click this to open the task in full, in a new tab.
The task name. It could be the client's address or the work site address if a location was set for the task.
(e.g. Waiting on Permit)
Remember to Save your changes if editing the Status or Substatus.
The Task priority. Click this to edit.
Remember to Save your changes if editing the priority.
Details of the problem or request.
Task Notes can be used to keep track of communication with your customers or between field staff and office staff. Notes can also be created in the Task Preview.
The Items section gives you a snapshot of the following areas:
Clicking a section or the (link icon) will go to the relevant part of the task (except Task Progress).
Displays linked tasks or quotes.
Your Permission Group controls access to this feature.
Parts of this feature are included in AroFlo Go.
Contact our support team.