Calendar Tasks Linked to Customers, Jobs & Estimates
When creating a Calendar Task, you will have the option to associate that task with existing customers, estimates or jobs.
Please click the above image to enlarge
The search bar in this "Related To" section will function much like the Global Search. Start typing a customer name, job number, or estimate number and it will populate matches based on your query.
Tasks can be related to multiple customers, multiple estimates, multiple jobs, or any combination thereof.
Please click the above image to enlarge
Saved tasks are visible on the calendar, and items added to the task can be removed using the grey X to the right of that item.
Please click the above image to enlarge
Clicking the related customer, estimate, or job, will take the user to the relevant page within the Service Fusion website.
Please click the above image to enlarge
Please Note: These Calendar Tasks will not appear on the associated estimate, job, or customer account. They will only be linked within the Task event on the Dispatch Grid and Calendar.