Tasks
5
DemoSample company and data, reset every night. Demo: messages are simulated, nothing is actually sent.Exit demo
Tasks At A Glance
Your open tasks. Tap a number to see that list.MoreLess
- What It Does
- Your open tasks, what is due today, what is overdue, and what is waiting on someone else. Tap a number to see that list. 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 | |
|---|---|---|---|---|
| Nancy Patterson | Wed Oct 21 | Claire | ||
| Pam Hill | Wed Oct 21 | Trey | ||
| Greg Nelson | Tue Oct 20 | Claire | ||
| Tim Nelson | Mon Oct 19 | Claire | ||
| Richard Campbell | Mon Oct 19 | Claire | ||
| Ashley Wright | Sun Oct 18 | Dana | ||
| James Adams | Sun Oct 18 | Claire | ||
| Lisa Powell | Sat Oct 17 | Dana | ||
| Deborah Thomas | Fri Oct 16 | Claire | ||
| Brian Carter | Fri Oct 16 | Claire | ||
| Bullfrog Levee HOA | Fri Oct 16 | Dana | ||
| William Jenkins | Thu Oct 15 | Nolan | ||
| Kim Hughes | Wed Oct 14 | Claire | ||
| Joseph Clark | Mon Oct 12 | Claire | ||
| Donna Peterson | Mon Oct 12 | Dana | ||
| Scott Rogers | Sun Oct 11 | Claire | ||
| Cynthia Jenkins | Sat Oct 10 | Claire | ||
| Rachel Collins | Sat Oct 10 | Wes | ||
| William Brooks | Thu Oct 8 | Claire | ||
| Debra Wood | Thu Oct 8 | Trey | ||
| David Babineaux | Thu Oct 8 | Dana | ||
| Chris Mitchell | Wed Oct 7 | Jada | ||
| Rebecca Morris | Wed Oct 7 | Claire | ||
| Steven Clark | Wed Oct 7 | Claire | ||
| Robert Istre | Wed Oct 7 | Andre | ||
| Amanda Credeur | Wed Oct 7 | Mia | ||
| James White | Wed Oct 7 | Renee | ||
| Ron Edwards | Tue Oct 6 | Dana | ||
| Amanda Bell | Tue Oct 6 | Trey | ||
| Matthew Allen | Sun Oct 4 | Cody | ||
| Eric White | Sun Oct 4 | Kendra | ||
Low survey score (5/10) Survey score 5/10. | Alex Brooks | Thu Oct 22 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Karen Credeur | Thu Oct 22 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Thomas Carter | Thu Oct 15 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Patricia Allen | Sat Oct 10 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Steven Reed | Fri Oct 9 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Betty Ward | Fri Oct 9 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Brian Scott | Wed Oct 7 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Amanda Bailey | Sun Oct 4 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Jennifer Campbell | Sun Oct 4 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Sandra Williams | Wed Sep 30 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Ron Edwards | Wed Sep 30 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Amanda Bell | Wed Sep 23 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Nicole Carter | Tue Sep 22 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Daniel Jenkins | Sat Sep 19 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Sarah Bailey | Sat Sep 19 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Linda Powell | Fri Sep 18 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Carol Price | Wed Sep 16 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Nick Brown | Wed Sep 16 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Christine Kelly | Mon Sep 14 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Claire Gautreaux | Sat Sep 12 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Amy Wright | Sat Sep 5 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Elizabeth Jenkins | Thu Sep 3 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Jacob Kelly | Mon Aug 31 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Rebecca Smith | Mon Aug 31 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Mark Barnes | Mon Aug 31 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Ashley Wright | Tue Aug 25 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Ryan Scott | Mon Aug 24 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Andrew Bell | Sun Aug 23 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Barbara Bennett | Sat Aug 22 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Gary Peterson | Thu Aug 20 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Chris Howard | Thu Aug 20 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Josh Adams | Sun Aug 2 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Carol Gray | Sat Aug 1 | Anyone | |
Low survey score (5/10) Survey score 5/10. | William Perry | Fri Jul 31 | Anyone | |
Low survey score (3/10) Survey score 3/10. | Chris Stewart | Wed Jul 29 | Anyone | |
Low survey score (6/10) Survey score 6/10. | Rachel Collins | Wed Jul 29 | Anyone | |
Low survey score (5/10) Survey score 5/10. | Brandon Thompson | Tue Jul 28 | Anyone |