Tasks (Mobile)

Overview

The Tasks section on mobile keeps field technicians and dispatchers aligned on follow-up actions without relying on memory or back-and-forth messages. Tasks can be created in the desktop CRM and assigned to a technician, or they can be created on-site and linked directly to the job record in progress.

Think of tasks as structured to-dos that live inside the CRM context — not a generic task app, but actions tied to specific jobs and customers with clear ownership and deadlines.

Features

• My Tasks List — All tasks assigned to the logged-in user, sorted by due date and priority
• Task Detail — Title, description, linked job or contact, due date, priority flag, and assigned user
• Create Task — Add a task from any job or contact record; link it to the current job automatically
• Complete Task — Mark a task done with a single tap; completion timestamp is logged
• Priority Flags — Low, Normal, High, Urgent — color-coded in the task list for quick scanning
• Job-Linked Tasks — Tasks created from a job detail view are automatically associated with that job and visible to the dispatcher in the CRM
• Push Notifications — Reminder notification when a task is due or overdue; configurable in notification settings
• Filter & Search — Filter by status (open/complete), priority, or linked job

Task Priority Reference

Priority	Color	Default Reminder
Low	Gray	None
Normal	White	Day of due date
High	Yellow	1 day before
Urgent	Red	Immediately on assignment

CRUD Reference

Object	Create	Read	Update	Delete
Task	✅	✅	✅	✅
Task Note	✅	✅	✅	✅
Priority Flag	—	✅	✅	—
Completion Log	—	✅	—	—
Task Reminder	✅	✅	✅	✅

Notes

Tasks created on mobile sync instantly to the desktop CRM — dispatchers and admins see new field tasks immediately. Completed tasks are not deleted — they move to the Completed list and remain visible in the job timeline. Deleting a task requires Admin or Dispatcher role; Technicians can only complete or update tasks, not delete them.