To-Dos can be used for assigning tasks to people (categorized or uncategorized) or keeping track of items that you want to follow up on, such as seeing if a customer wants to go ahead with a quote, remembering to run your end of month reports, submitting time sheets and much more.
Setting Up a To-Do in a Quote, Work Order, or Invoice
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Open the relevant Quote, Work Order, or Invoice.
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Click the clock icon to access the To-Do section.
3. Click Add To Do.
4. A setup screen will appear on the right-hand side.
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Enter task details and choose a Category (categories can be managed in Settings by an admin).
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Add a date/time if you'd like to receive a notification in your browser or mobile app.
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If you don’t set a date, the task will stay in the queue but won’t generate a reminder.
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⚠️ Screenshots in this article are from a Work Order, but the steps are identical for Quotes and Invoices.
When a To Do has a date attached to it, it will be seen brought to your attention in the browser or in the app.
Viewing To-Dos
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Click To Do from the left-hand menu.
2. As an administrator you can select to view all user To-Do's or my unselecting the check box, you will see only your own To-do's.
Note: The user permissions can be edited to allow basic users to see all user To-do's. To change this, contact your ServiceBox support team by e-mail at support@jobboxsoft.com
You can also filter by specific status by clicking on the status at the top of the list.
To-Do's in ServicecBox App
To-Do's in the App function in the same way as here and you can view them under the main menu in the same way. To set up alerts for To-do's that will be received in your inbox, see Setting Up To-Do Alerts
Need Help?
If you need help configuring or managing To-Dos in ServiceBox, reach out to us through the Help button or by emailing support@jobboxsoft.com.