Tasks break down a work order into trackable steps. You can edit a task's details anytime, and drag the handle (or use the up/down arrows) to set the order technicians follow.
Task Types
INSPECTION
Visual or physical equipment check
MEASUREMENT
Recording a value (temperature, pressure)
ACTION
Performing maintenance (replace, lubricate)
VERIFICATION
Confirming work was done correctly
Tip
Create task templates for recurring work. A template for 'Monthly HVAC Inspection' saves time and ensures consistency.
Tip
What technicians record on each step — readings with their unit and in/out-of-range verdict, pass/fail results and their notes — is printed under that step in the work order PDF and in the quick print, grouped by section like on screen.
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