How do I add or update tasks for a service job?

Modified on Tue, 7 Oct at 4:05 PM

  1. Navigate to the Service Job module to view the list of all service jobs.
  2. Locate the service job you wish to update and click the three-dot button on the right side of the job entry.
  3. Select Edit to open the job details.
  4. In the Job Details tab, review and update the job state as needed.
  5. In the Task section, select the responsible user who will receive notifications about job status updates and update the task completion stage if necessary.
  6. To add a part to the task, click the Add Part button, select the required part, set the consumption behavior, and confirm the addition.
  7. To create a separate task, click the Add Task button to add new parts, labor lines, or customer details as needed.
  8. Review the History section to track any changes made to the service job by multiple users.


Related Article: How to Add or Update the Tasks for the Service Job

 

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