default tasks video Default Tasks

Default tasks are tasks that automatically get added to every single job you create - whether you import an estimate or create a job from scratch.

Default tasks are useful for setting up tasks like Warranty or Change Orders/Extras - tasks that would apply to almost every job.  Default tasks are customizable by Job Type - so you can setup default tasks that get added to some jobs but not others. (i.e. Removals/Relocation for snow + ice jobs)



In this video, you'll learn how to:

  • Add a default task by job type
  • Select a default cost code for your default task




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