Task Templates

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Task Templates
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
NameTaskTypeDue
/callback Call back customer Call Same day Edit
/Callback Visit Callback: check the lawn Field In 3 days Edit
/complaint Fix customer complaint Follow-up In 1 days Edit
/equipment Equipment repair or maintenance Other In 3 days Edit
/Equipment Check Weekly equipment check Field In 7 days Edit
/Estimate Follow-up Follow up on the estimate Sales In 2 days Edit
/estimate-followup Follow up on estimate Estimate In 3 days Edit
/New Customer Setup Set up the new customer Office In 2 days Edit
/new-customer New customer setup Other In 2 days Edit
/past-due Collect past-due payment Billing In 1 days Edit
/property-notes Add or update property notes / gate code Other Same day Edit
/renewal Renew contract / new year price Estimate In 7 days Edit
/reservice Re-service / callback visit Visit In 2 days Edit
/restock Restock products / truck load out Other In 1 days Edit
/review-ask Get a review request out Follow-up In 2 days Edit
/weather Weather reschedule Other Same day Edit
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