Task Master

The Task → Job → Sales Order → Invoice Pipeline

1. Task — A service request or work order for a customer. It defines the customer, the items/materials involved, and the employees assigned. The Task Type controls whether the task supports Jobs and Work-in-Progress tracking.

2. Job — An individual work assignment within a task. Each job is assigned to one employee and tracks their sign-in/out times, hours worked (Regular, Overtime, Holiday), and a solution description. A task can have many jobs (e.g., multiple technicians working the same service call).

3. Sales Order (Work Order) — When a job's hours are ready to bill, clicking Bill Hours (from the Job Master or the All Task Jobs tab) creates or updates a Sales Order. The employee's billing items (Regular, Overtime, Holiday — configured on the Employee Master) are added as line items with the hours as quantities. This Sales Order acts as a work order that accumulates billable work.

4. Invoice — From the Task Master's Invoice Work Orders tab, select one or more work orders and click Invoice Orders. This converts the selected Sales Orders into a customer Invoice, completing the billing cycle.

Number

Auto-generated task number (can be overridden). Used as the reference across all related jobs and work orders. Sequence numbering is global (shared across all stores).

Name

Short descriptive name for the task (e.g., "HVAC Repair — 123 Main St").

Task Type

Selects the task category from Task Type setup. The type controls whether the task supports Jobs (time tracking assignments) and Work-in-Progress (WIP cost accumulation). When a type with Jobs is selected, the Main Tab's job assignment list and the All Task Jobs tab become active.

Store

The store responsible for this task.

Created By

The employee who created the task. Auto-set from the current session.

Customer

The customer this task is for. Flows through to all jobs and work orders created under this task.

Customer Unit

Optional business unit within the customer (e.g., a department, branch, or equipment unit). Selecting a unit auto-fills the customer if not already set.

CRM Contact

Links to a CRM contact record for the customer's representative on this task.

Remind On

Date the task should appear as a reminder for the assigned employee.

Read Date / Read Time

Read-only. Auto-set when the assigned employee opens the task (or clicks Set Read). Tracks acknowledgement.

Complete Date / Complete Time

Read-only. Auto-set when Set Complete is clicked. Marks the task as finished.

Who will view?

Private — only the creating employee sees it. Selected — only employees listed on the Included Employees tab. All — visible to everyone.

Reference

Reference string for cross-referencing or notes (optional).

Status

Transaction status. Controls posting and visibility in lists.

Date

Posting date for the transaction. Defaults to today.

Time

Time of posting. Auto-filled from the system clock.

Work Date

Work date for the transaction (may differ from posting date).

Shift

Shift assignment for labour or shift-based reporting.

Station

Workstation or terminal where the transaction was entered.

Employee

Employee who created or is responsible for the transaction.

Memo

Free-form memo or notes attached to the transaction.

Task Description

Multi-line free-text description of the work to be done. This text can be pre-populated from a Customer Unit record.

Assigned Jobs

Visible only when the Task Type supports Jobs. Lists all job assignments under this task, showing: Assignment Number, Assigned Employee, and Job Description. Use the buttons below to manage:

• Add Assignment — Opens the Job Master to create a new job linked to this task. The customer, store, and employee are pre-filled.
• Edit Assignment — Opens the selected job for editing (double-click also works).
• Delete Assignment — Removes the selected job assignment.
• Go To Assigned Job — Navigates to the selected job in the Job Master.

Set Read / Set Complete

Stamps the current date/time into the Read or Complete fields for the current employee.

Lists the employees who should see and/or work on this task. Columns: Employee (lookup), Number (auto-filled), Instructions (free-text per employee). Each employee gets their own Read Date/Time and Complete Date/Time tracking. Use Add Employees to bulk-add from a group and Clear Employees to remove all.

Links inventory items to this task. Columns: Item Number (lookup), Description (auto-filled), Instructions (free-text). This defines the materials, parts, or service items relevant to the task. Items listed here can be pre-populated from a Customer Unit record.

Shows all Sales Order lines (work orders) associated with this task. This is the live view of accumulated billable work. Columns: Date, Customer, Job#, Work Order#, Item, Size, Description, Quantity, Invoiced, Price.

Double-clicking a line opens the corresponding Sales Order for editing.

Tax Total and Work Order Total summarize all un-invoiced work.

Buttons

• Print List — Prints the WIP detail.
• Create Work Order — Creates a new Sales Order linked to this task, pre-filled with the task's customer and store.
• View/Edit Work Order — Opens the selected work order.
• Refresh List — Reloads WIP data from the database.

This is the billing hub. It lists all Sales Orders (work orders) linked to this task, showing: Date, Customer, Tx#, and Total. Multi-select is supported.

• Select All Work Orders / Clear Select — Toggles selection.
• View/Edit Work Order — Opens the selected Sales Order.
• Invoice Orders — Converts the selected work orders into a customer Invoice. The invoice is pre-populated with all line items from the selected orders. This is the final step in the Task → Job → Sales Order → Invoice pipeline.
• Refresh List — Reloads the list.

Comprehensive view of every Job linked to this task. Columns: Number, Employee, Customer, Worked Hours, Regular Hours, Overtime Hours, Holiday Hours, Status. Multi-select is supported.

Totals at the bottom show: Total Worked Hours, Total Regular Hours, Total Overtime Hours, Total Holiday Hours.

Buttons

• Select All Jobs / Clear Select — Toggles multi-selection.
• New Job — Creates a new Job linked to this task.
• Edit Job — Opens the selected job (double-click also works).
• Bill Job Hours — Takes the selected jobs' hours and creates or updates a Sales Order (work order) with the billing items from each employee. This bridges the gap between time tracking and invoicing. The job is set to "Complete" once the work order is saved.