How do I create a task?
As a ServicePro, you can receive Tasks, that are assigned to you by connected landlords. You can still add Tasks by yourself if you want to use them to keep track of your own orders.
For that, please go to the “Tasks” page from the left-side menu. Click the “+ Add Task” button in the upper right corner of the page:
There you are able to choose the Basic request or Advanced request. The main difference between those two options is that the Basic request takes less time to complete, but it doesn’t include some informational fields such as materials, available date & time, authorization to enter, and others. Press the “get started“ button once you have selected the type of request.
Please note: You can add or edit any information later no matter if you’ve selected the Basic or the Advanced option.
Please note: The Advanced request form is available only for the desktop version.
This might be helpful:
What is the difference between Basic Request and Advanced Request of the task?
Once you have selected a Basic request, select a category to define the issue, or use the smart search by clicking on the “Use smart search“ button.
Then, you are able to add more details to the request or skip them.
After that, you can upload a photo of a problem or a short video if needed and press the “Next“ button.
You can add up to 10 photos and upload 15 sec. video.
Then, edit the title of your task (if needed), provide some details, and press the “Continue“ button.
On the next step, fill in the location information of the property where the task should be done, and press the “Next“ button.
After that, you can select the client from the dropdown below to keep the record of order history per client or add a new client if they aren't on the list. (This task is visible to you only and not shared with your client).
You can add a new client on the desktop version only!
Finally, choose the task priority and press the “Create A Task“ button.
Well done! You have added a new task.
Once you have selected the Advanced request, there will be three steps to create a task.
On the first step, General Details, search the category using Smart Search or select the desired category manually. You can type your own title or use the auto-filled title. It is also possible to add some photos, a short 15-second video or any other details if needed.
After that, click “Next step“.
On the second Property & Client step, fill in the information such as a property address, available date and time, client information.
In the “Available Date & Time” section, you can add up to 3 dates.
The “Client Information” section will help you keep a record of client work order history. There you can select a client from the drop-down list (both connected or not). You can always create new clients and keep track of their orders.
Please note, the task is created for your use only and is not shared with your landlord. If you need a task to be visible on both ends, ask your landlord to create it and share it with you.
“Authorization to enter in the tenant’s absence“ is an optional step, where the entrance code can be added. Also, you can add the information about Pets in Residence by just activating the toggle buttons and checking the needed boxes:
The third Date Due & Materials step helps to keep track of labor time. Use the Calendar to choose the Request initiated date and Request due date. Select the priority of the task and then add materials by entering the item’s title and amount used. You can add multiple items to the “Materials” list by clicking the “+ Add a Row” link below. If you want to remove an item, click the “Delete” icon:
You can always go back if you would like to edit some of the entered information:
To view the maintenance requests, including those created by you, please go to the “Tasks" section from the left-side menu. Your tasks will be divided into three status groups: "New", "In Progress" and "Resolved":
You can also view the list of your Deferred or Archived requests. For that, go to the “Display” drop-down list at the top of the “Tasks” page:
The links might be useful:
What does the status of the task indicate?
If you need to view the Tasks details, click the “View” link at the bottom of the task info card:
On the "Task View" page you will find the three-dot menu with "Edit", "Print" and "Delete" buttons to manage the request:
Oct. 22, 2021