Additional Information:
Mobile App Errands: Mobile App Errands
Errands: Errands
What is an Errand?
Errands can be used to schedule tasks, so they show up on the schedule but are not billed to the customer.
(Errands are not billable- if you need something billable it needs to be a Work Order/Field Ticket)
Adding a New Errand can be found on the home screen and the schedulers.
Use the Drag and Drop feature for Errands on the scheduler screens.
An example of an errand not associated with a job may be taking a vehicle for an oil change or a company meeting.
Errands on Desktop
Make An Errand on Desktop
Click on New Errand under Jobs
.png)
Link Errand to Job
Inside the Errand click on the ellipsis by Job Name and find the job you would like to link your errand to.
Manage Existing Errands
Existing errands can be found under Data-> Errands-> Manage Errands
.png)
Errands linked to a Job or Work Order will flow through to the job costing report.
An example of an errand that may be linked to a job is, a runner delivering equipment to a job site.
Timecard reports show Errands as a time category.
.png)
.png)
Errands on Portal
Make an Errand on Portal
Click on 'New Errand' to create an errand
Repeat Errand on Portal
Link Errand to Job or Work Order on Portal
Errands linked to a Job or Work Order will flow through to the job costing report.
An example of an errand that may be linked to a job is, a runner delivering equipment to a job site.
Inside your Errand click the ellipsis next to Job Name and select an option.
FAQ's for Errands
Are Errands billable?
As far as billing, it’s not possible to bill out an errand.
The whole point of an errand is to represent the non-billable things you need to do.
If you need something billable, it needs to be a Work Order/Field Ticket.
Can you convert an Errand to a Work Order?
Unfortunately, no, you cannot convert an Errand to a WO. However, what you could try either of these options.
1. Add the price to an existing FT you need to price anyway
2. In Desktop Only: On an existing FT for the job you can do Misc -> New Quick FT and that will bring up an FT designed specifically to price something. There is no time on this field ticket, but you can add line items for pricing and mark it ready to invoice.