Track a repair or a service job
Book a device or a vehicle in, record the parts you use, bill it and collect payment on one record.
6 min read
Jobs, projects and production
Plan work into projects and tasks
Group work that runs to a deadline, put staff on it, and break it into tasks.
4 min readUpdated
All help articles
Projects is a plan feature. If your sidebar does not show it, your plan does not carry it: open Billing and Subscription, then Change plan, and the screen names the plan that includes it. The pricing page compares all four plans.
- Projects, then Add project.
- Fill Title, Customer, Start Date, End Date, Priority and Status. All six are required.
- Assign the staff who are on it under Assigned Employees.
- Set a Project Category and a Progress percentage if you use them.
- Press Save.
A project is Not Started, In Progress, Completed or Deferred. Priority is Low, Medium, High or Highest.
Projects, then Tasks, then Add Task opens a dialog. It needs a Title, a Project, an Estimated Hour, a Start Date, an End Date and a Status. Assigned Employees is optional.
A task is Not Started, Ongoing or Completed. Note that the middle value is Ongoing, not In Progress, which is what a project uses.
Both forms carry Notify assigned employees on WhatsApp and, on a project, Notify the customer on WhatsApp. Messages are sent when the record is saved. If WhatsApp is not set up, the project still saves and nothing is sent.
Opening a project shows a summary panel rather than a full project workspace, and it says so: discussions, files, bugs and the task board are not built yet. Tasks for every project are on the Tasks screen instead.
Deleting a project also deletes every task on it and every staff assignment to it, and there is no record of them afterwards.
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