How to Manage Tasks in Mobile

Overview

Technicians can access, update and complete tasks that they have been assigned to, associated with quotes and jobs in the Task module.

Create tasks

You can create tasks in Simpro Mobile from the Task module.

To start creating a task in the Task module:

1. Tap + CREATE NEW TASK.
2. Enter the details, such as Task Title, Customer, Site, Estimated Start and Due date, Task Description, and Status.
3. Assign a technician to the task.
4. Select a Category.
5. Enter Task notes.
6. Tap Save.

Manage tasks

Access the Task module to view the list of tasks and completed tasks.

To view and manage tasks:

1. Tap to open the required task. The task name, due date and status bar and additional details are displayed. You can either mark the task as completed, use the Progress % slider or manually select a Status to update the task status.
   • Select Mark as complete or select the Closed status to update the task to complete.
   • This also updates the Completed date on the task in Simpro Premium to the current date.
2. Tap to view ATTACHMENTS, if required.
3. Update the task Status using the options in the drop-down.
   • Select Closed to mark the task as completed.
4. Enter task Description and Notes manually or tap Insert Script to add the relevant content.
5. View and adjust who is assigned to the task and the corresponding Start date and Due date.
   • Tasks created in Simpro Mobile and assigned to you cannot have the Task title or Start and Due date changed from the Task module.
6. Tap Save to close the task and update changes.

Note that technicians must complete / close a dependent task before they can close Prerequisite tasks.