Tasks

Create assignments, set reminders and complete everyday tasks.

7 articles

• Assign tasks to others →ServiceVisit lets you hand a task to someone else on your team. You would do this when a follow-up belongs to another person, such as asking a colleague to call a customer back. You can choose an…
• Create a task →ServiceVisit lets you create a task so a follow-up does not get lost. You give it a title and can add notes, a priority of Normal, High or Urgent, a due date and a reminder. A reminder goes to the…
• Creating and Assigning Tasks →A task captures one piece of follow-up work, keeps it with the right person, and optionally ties it to the customer, Property, job or document it concerns. This guide covers creating a task, choosing…
• Manage all tasks →ServiceVisit lets you change, complete or cancel any open task, including tasks you did not create and that are not assigned to you. You would use it as the person who keeps follow-up on track, for…
• See tasks →ServiceVisit keeps a list of tasks for your business: small pieces of follow-up work that are not Jobs. You would open Tasks to see what is open, what is done and what is overdue. The list can be…
• Task Reminders and Completing Tasks →Each task can carry a due date and a reminder, and it ends as either completed or canceled. This guide explains how reminders reach people, who can change a task, and what happens when you close one.
• Tasks Overview →Tasks is a lightweight list of follow-ups and operational work for your business, such as calling a customer back or chasing a signed estimate. A task has a title, notes, a priority, an optional…