What and When

Click "Add Task" to add a new task from your Defined Tasks . 

The Manage Tasks screen allows you to Add or Modify a task.

Highlight a task in the list and click "Modify" or double click the highlighted record to Modify a task.

Click on "Set Display Order" to choose the order you want your task list to display.

Highlight the task you want to "Delete" then click the "Delete" button to remove that task.

Click on the ellipsis next to the Price to Pre Authorize a Credit Card.

Work Orders

Click on "Add W.O." to add a Work Order

Click on "Add Errand" to add an Errand to the Job

To View or Modify a Work Order Highlight the Work Order you want and Click "Modify".

Click the "Send To" button to a Printer with or without prices, or to the Technicians Cell Phone.

Highlight the Work Order you want then click "View FT" to either view or create the FT for that Work Order.

To Delete a Work Or,der Click "Delete". If there is a Field Ticket associated with that Work Order,

with time on it, you will not be able to delete the Work Order until you delete the Field Ticket.

If you need to delete a Field Ticket, use the following link:https://help.cenpoint.com/v1/docs/en/deleting-a-field-ticket?highlight=field%20ticket