Tasks are a way for you to keep a to-do list right in Housecall Pro and manage your day to day tasks.

Click the Tasks icon in the top right corner


Click + New task

Enter the information you would like for this task and assign it to an employee if you need to. If you do not assign the task to another employee, the user that created the task will be assigned. 

Click the checkmark in the top left corner to save and be brought back to your task list.

Did this answer your question?