Tasks
16
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
At A Glance
Your open tasks, what is due today, what is overdue, and what is waiting on someone else. Tap a number to see that list.MoreLess
- What It Does
- Counts what is already on this page. Tap a number to open that list.
- What It Changes
- Nothing. It only counts.
- How to Use
- Open Tasks.
- Read the numbers at the top.
Type it like a note. Details are picked up as you go.
Try One
How It Works
- +customer, street or phone
- @person
- /template
- #type
- !high · urgent · low
- tomorrow · next tue · end of week · in 2 weeks
- 3pm · morning · noon · tonight
Any order works, these are the same:call Bob fri 3pm @Andre@Andre fri 3pm call Bob
Templates
Call back customer. Due today, includes a 4-step checklist.
A free return visit after a customer concern. Due in 3 days, includes a 4-step checklist.
Fix customer complaint. Due tomorrow, includes a 4-step checklist.
Equipment repair or maintenance. Due in 3 days, includes a 4-step checklist.
Friday check of sprayers and spreaders. Due in 7 days, includes a 3-step checklist.
Call or text two days after an estimate goes out. Due in 2 days, includes a 3-step checklist.
Follow up on estimate. Due in 3 days, includes a 4-step checklist.
Everything a new customer needs before the first visit. Due in 2 days, includes a 4-step checklist.
New customer setup. Due in 2 days, includes a 4-step checklist.
Collect past-due payment. Due tomorrow, includes a 4-step checklist.
Add or update property notes / gate code. Due today, includes a 3-step checklist.
Renew contract / new year price. Due in 7 days, includes a 4-step checklist.
Re-service / callback visit. Due in 2 days, includes a 4-step checklist.
Restock products / truck load out. Due tomorrow, includes a 4-step checklist.
Get a review request out. Due in 2 days, includes a 4-step checklist.
Weather reschedule. Due today, includes a 4-step checklist.
| Task | Customer | Due | Who | |
|---|---|---|---|---|
| Jennifer Howard | Wed Jul 29 | Anyone | ||
| Michael Ward | Wed Jul 29 | Anyone | ||
| Nicole Carter | Wed Jul 29 | Anyone | ||
| George Morris | Wed Jul 29 | Anyone | ||
| Larry Watson | Fri Jul 31 | Anyone | ||
| Heronwood Pointe HOA | Sat Aug 1 | Anyone | ||
| Elizabeth Evans | Wed Aug 19 | Anyone | ||
| Patricia Nelson | Wed Aug 19 | Anyone | ||
| Jonathan Moore | Thu Aug 20 | Anyone | ||
| Frank Roberts | Thu Aug 20 | Anyone | ||
| Ashley Lewis | Sun Aug 23 | Anyone | ||
| Linda Moore | Wed Aug 26 | Anyone | ||
| Debra Vincent | Wed Aug 26 | Anyone | ||
| Sarah Wood | Wed Aug 26 | Anyone | ||
| Barbara Istre | Wed Aug 26 | Anyone | ||
| Joseph Clark | Wed Aug 26 | Anyone | ||
| Paul Turner | Thu Aug 27 | Anyone | ||
| Amy Jackson | Fri Aug 28 | Anyone | ||
| Tim Nelson | Sun Aug 30 | Anyone | ||
| Anthony Jenkins | Thu Sep 3 | Anyone | ||
| Ben Brooks | Wed Sep 9 | Anyone | ||
| James Delcambre | Thu Sep 10 | Anyone | ||
| Rebecca Morris | Wed Sep 16 | Anyone | ||
| Josh Evans | Wed Sep 16 | Anyone | ||
| Brandon Nelson | Wed Sep 16 | Anyone | ||
| Barbara Walker | Wed Sep 23 | Anyone | ||
| Jennifer Lewis | Thu Oct 1 | Anyone | ||
| Heronwood Pointe HOA | Sun Oct 4 | Wes | ||
| David Babineaux | Tue Oct 6 | Claire | ||
| Susan James | Tue Oct 6 | Claire | ||
| Scott Rogers | Wed Oct 7 | Anyone | ||
| Karen Wilson | Fri Oct 9 | Dana | ||
| Jason Thompson | Sat Oct 10 | Claire | ||
| Laura Duhon | Sat Oct 10 | Claire | ||
| John Roberts | Mon Oct 12 | Claire | ||
| David Mitchell | Tue Oct 13 | Claire | ||
| John Adams | Tue Oct 13 | Claire | ||
| Larry White | Wed Oct 14 | Anyone | ||
| Susan James | Fri Oct 16 | Dana | ||
| Ron Perry | Sat Oct 17 | Anyone | ||
| Mary Collins | Sun Oct 18 | Anyone | ||
| Mary Richardson | Sun Oct 18 | Claire | ||
| Mossbank Self Storage | Tue Oct 20 | Claire | ||
| Carol Gray | Wed Oct 21 | Claire | ||
| Mary Nelson | Yesterday | Anyone | ||
| Carol Bailey | Today | Dana | ||
| Mark Roberts | Today | Claire | ||
| Jennifer Williams | Today | Dana | ||
| Ron Perry | Tomorrow | Jalen | ||
| Brian Carter | Tomorrow | Dana | ||
| Stephanie Phillips | Tomorrow | Claire | ||
| John Adams | Sun Oct 25 | Lacey | ||
| Nick Davis | Sun Oct 25 | Paige | ||
| Sun Oct 25 | Dana | |||
| Sun Oct 25 | Dana | |||
| Kim Green | Sun Oct 25 | Dana | ||
| Carol Ross | Mon Oct 26 | Claire | ||
| Bullfrog Levee HOA | Mon Oct 26 | Claire | ||
| William Perry | Wed Oct 28 | Dana | ||
| Laura Ross | Thu Oct 29 | Claire | ||
| Gary Howard | Thu Oct 29 | Dana | ||
| Jonathan Moore | Fri Oct 30 | Renee | ||
| Brian Evans | Fri Oct 30 | Isaac | ||
| Amanda Vincent | Fri Oct 30 | Lacey | ||
| Emily Young | Sat Oct 31 | Nolan | ||
| Kevin Barnes | Sat Oct 31 | Claire | ||
| Steven Ross | Sun Nov 1 | Dana | ||
| Jennifer Howard | Tue Nov 3 | Claire | ||
| Scott Henderson | Tue Nov 3 | Claire | ||
| Ryan Green | Tue Nov 3 | Claire | ||
| Nick Sanders | Tue Nov 3 | Isaac | ||
| Eric Long | Tue Nov 3 | Claire | ||
| Bullfrog Levee HOA | Tue Nov 3 | Claire | ||
| Lisa Powell | Wed Nov 4 | Claire | ||
| Amy Thompson | Thu Nov 5 | Renee | ||
| Ryan Benoit | Thu Nov 5 | Dana | ||
| Katie Richardson | Thu Nov 5 | Claire | ||
| Michelle Martin | Fri Nov 6 | Claire | ||
| Michelle Collins | Sat Nov 7 | Hunter | ||
| Jonathan Smith | Sat Nov 7 | Claire | ||
| Mossbank Self Storage | Sat Nov 7 | Claire | ||
| Jacob Kelly | Sun Nov 8 | Paige | ||
| Andrew Jones | Mon Nov 9 | Claire | ||
| Mark Roberts | Tue Nov 10 | Claire | ||
| William Davis | Tue Nov 10 | Hunter | ||
| Justin White | Wed Nov 11 | Claire | ||
| Steven Clark | Wed Nov 11 | Jalen | ||
| Donna Duhon | Thu Nov 12 | Isaac | ||
| Sandra Carter | Fri Nov 13 | Dana | ||
| John Rogers | Fri Nov 13 | Claire | ||
| Anna Adams | Fri Nov 13 | Jalen | ||
| Ben Richardson | Sat Nov 14 | Dana | ||
| Ryan Clark | Sat Nov 14 | Dana | ||
| Christine Smith | Sat Nov 14 | Dana | ||
| Emily Young | Sat Nov 14 | Claire | ||
| Swamp Lantern Auto Repair | Sat Nov 14 | Claire | ||
| Thomas Carter | Sun Nov 15 | Claire | ||
| Stephanie Phillips | Sun Nov 15 | Claire | ||
| Jason Reed | Tue Nov 17 | Dana | ||
| Anna Martin | Tue Nov 17 | Claire | ||
| Dana | ||||
| Dana |