The task module is useful in managing a variety of work orders, phone calls, contact notes, and other tasks. These tasks are conveniently associated with customers, sales orders, serialized items, timecard detail, and/or jobs. The following examples will demonstrate some of the popular uses for the task and work order module:
Organizing, scheduling, and printing work orders: The task module can be used to schedule work orders for almost any service business. The task work order system is a power tool for electricians, equipment repair technicians, installation departments, HVAC companies, computer repairmen, manufacturers, and almost any type of repair or service business. Review the Using Tasks as Work Orders section for more details.
The scheduling tools allows the user to group tasks by date, work group, or employee. Graphs display available time and a schedule overview. Review the Scheduling Overview section for more details.
The multiple views can be configured by the user to group and query tasks in a wide variety of combinations. Groups such as tasks based on employee, status, manager, or customer are all common task views. Review the Creating Multiple Views, Creating Queries , and Creating Task Groups for more details.
The task module is a powerful tool to track the time and materials for T&M jobs or track the actual time spent on projects with an estimated time. Review the Time and Material tasks vs. Contract Tasks section for details on using tasks to track time.
Evaluating the billable time for a service company: Managing a service company or division requires affective tools to measure the efficiency of labor and employees. Comparing billable time to the actual time is a powerful way to evaluate the profitability of individual employees or an entire service department. The task module allows the user to manage labor more effectively by quantifying the billable time using different work codes within payroll. The management reports within EBMS allow the personnel manager to base employee pay on his/her efficiency and performance. Review the Billable Time section for more details.
Sales person’s contact manager: The task module is a useful tool for a sales person to track customer information, sales contacts, and other customer relation information. Review the Using Tasks as a Contact Manager section for more details.
Logging customer support contacts: The task module includes a number of features to log, organize, and evaluate phone calls, service calls, and follow up contacts. Review the Using Phone Tasks section for more details.
Recording events contained within a specific job: The powerful combination of the optional EBMS task and job costing modules are great to track labor, material, and billing processes within a construction, manufacturing, or other type of job or project. Review the Using Tasks and Job Costing for more details.
Tracking details for service contracts: The task module can be used to track labor that is related to a service agreement or annual contract. Review the Using Tasks and Job Costing for details.
Maintaining history regarding individual pieces of equipment or whole goods: Logging contacts, service history, and other task detail is very valuable in managing labor in a service business. Review the Reviewing Task History for more details.