Tasks are a way to manage jobs involving equipment placed in the field and maintained throughout the booking. They ensure each person has enough work, no tasks are missed, and help prevent lost or damaged equipment in the field. Tasks are also ideal for tracking actions and are useful for scheduling and completing multiple activities in a day, especially for bookings that run over an extended period of time.
Tasks are always linked to a booking and cannot be created without one. This means a task is able to occur after the end of a booking but won't occur before the booking.
You can have reoccurring tasks (daily, weekly, monthly)
You can assign people to a task (currently does not facilitate vehicle or equipment allocation)
You can adjust the task location (task flag will show on the map under the booking pin - for the field worker they will get the exact location of the task)
Tasks can also be categorised as either billable or non-billable, depending on your business needs. Additionally, tasks may require workers to complete related forms, which can be set as mandatory or optional based on the nature of the task.
Basic Terminology & Concepts
Task
This is an action that the field worker does in the field (e.g. set up, pack down, collect)
Item
Resource placed in the field (e.g. Light, Cone)
Task Instance
Refers to each occurrence of a recurring task.
For example:
Task: Booking dates from 03/06 to 10/06, repeating every two days.
Task instances: 03/06, 05/06, 07/06, 09/06.
Even if a task doesn't repeat, a single task instance will still be created. Each task instance has its own status workflow, and field workers record their work against task instances, not the task itself.
Task Type
Allows you to classify a task and setup it's task activity (delivery schedules for the start of the booking; collection schedules from the end of the booking or block)
Item Classification
A set billing rule for either an item or a task that is scheduled
Booking Template
Is a combination of tasks and/or items as a package
Hire Block
A block of “hire units” within a booking that can be the same time or shorter than the booking
Aftercare
A record in forms of delivery & collection
Task Example
To provide an idea of how you could utilise tasks, we have provided an example below:
Client: Metro & Country Traffic
Project: Gippsland Roundabout Construction
Booking: Roundabout Construction - S Gippsland Hwy & Ballarto Road
Booking Template: 2 Way Light Package
Task: Setup, Packdown, Maintenance Checks
Please note, while completed task instances can certainly be invoiced for, the time a field worker spends performing a task is not currently able to be incorporated into a pay run.