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