You might come across a task that you need to add to your price book. Though we have an extensive database, you (or your tech) might come across a special circumstance or odd job that needs a new task.
To find where to add tasks:
Log into the web portal.
Click the Tasks icon in the menu on the left.
Click the Add New Task button on the top right hand side.
To create a new task:
Fill Task Details. Assign this new task to a business type, give it a name, fill in descriptions (both tech-facing and marketing) and decide on labor time.
Add Parts.
Assign Category.
Add Image and Save.
And done!
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You can always edit and/or update the information at any time from the Task Management screen. ย