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Help Center › Admin screens, field by field › Task form, quick expense and clock-in forms
Task form, quick expense and clock-in forms
The Add a task dialog, the + menu's New task, New expense and Clock in pop-ups, and the expense approval boxes.
On this page
Tasks: Contractor Hub → Tasks → Add. Quick forms: the + button anywhere in the Hub → New task, New expense, Clock in. Approvals: Field work → Expenses.
Tasks are one list for you and your team. Quick expenses let anyone record a cost; managers approve or reject them. Clock in starts a timer on an activity.
Fields
Add a task / Edit task
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
What needs doing (title) |
Task title, at least 2 characters. | ||
Due date (due) |
Optional date. Defaults to today when you add from the Due today list. | ||
Time (optional) (due_time) |
Needs a date. | ||
Who is it for (assignee) |
Only shown if you can assign tasks to others. | Pick one. Choices: Me and your people. | Me |
Priority (priority) |
High tasks stand out. | Pick one. Choices: Normal; High. | Normal |
Find a customer / Customer (client_id) |
Links the task to a customer; type 2 letters to search. | ||
Job (visit_id) |
Link to an upcoming visit. | No job | |
Notes (body) |
Up to 1000 characters. | ||
| Add task / Save |
Quick New task (+ menu)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Task (title) |
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Due (optional) (due) |
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Notes (body) |
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| Save task |
New expense (+ menu)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
Amount ($) (amount) |
Must be above 0. | e.g. 42.18. | |
Category (category) |
Type of expense. | Pick one. Choices: Materials; Fuel; Equipment & repairs; Dump / disposal; Subcontractor; Supplies; Meals; Other. | Materials |
Vendor (vendor) |
Who you paid. | ||
Note (note) |
What it was for. | ||
| Save expense | Records the expense. The permission is labelled “add expenses (need approval)”, and managers approve or reject in Field work → Expenses. |
Clock in (+ menu)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
What are you doing? (activity) |
Starts a timer on this activity. Job work and Break are left out; clock into a job from the job itself. | Pick one. Choices: Travel; Loading / prep; Shop / yard; Other (your Field work activity list). | First activity |
| Clock in | Starts the timer. Clock out from Field work → Time. |
Expenses waiting for your OK (Field work > Expenses)
| Field (exact label) | What it does for VisionScaper | What to enter and example | Default / notes |
|---|---|---|---|
| Approve | Approves; the person who entered it is told. | ||
Reject (asks “Why is it rejected?”) (note) |
Reason of at least 3 characters shown to the person. |
Steps
- Press Add in Tasks, type What needs doing, optional date, time, priority, customer and job, then Add task.
- For a cost, press + → New expense, type Amount, choose Category, add Vendor and Note, press Save expense.
- To start a timer press + → Clock in, pick the activity and press Clock in.
- Managers open Field work → Expenses and press Approve or Reject.
If something goes wrong
- “Give the task a short title.” Use 2+ characters.
- “Type the amount.” Enter a number above 0.
- “Pick a due date to go with the time.”
- “Someone changed this task. Close this and open it again.” means another edit happened.