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Help Center › Apps, community & FAQ › Tasks, reports and weather on the phone
Tasks, reports and weather on the phone
Add, assign and finish tasks from the phone, run the phone reports with drill-down and CSV, and see the weather.
Tasks are one list of to-dos for the company. The phone and the Contractor Hub read the same list, so a task you add in either place shows in both.
Who can do what
- Everyone can add a task for themselves, and can see, finish and edit tasks that are assigned to them or that they created.
- Seeing and assigning everyone’s tasks needs the permission “See and assign everyone’s tasks”. Managers have it by default. Owners can change this in the team permissions.
Steps: add a task on the phone
- Open the tasks list and choose to add a task (the exact button label is not verified in code). The screen is called Add task.
- Type a title.
- Optionally add details, a due date and time, a priority (Normal or High), and who it is for.
- Optionally link a job or customer.
- Save. You will see “Task added.”
A person who gets a task assigned receives a push notification titled “New task”.
Steps: finish, edit or remove
- Open the task. The edit screen is called Edit task.
- Tick it off when done, or change any field and save.
- To delete, choose remove and confirm “Remove this task?”. You will see “Task removed.” The task is marked removed, not erased from the database.
If someone else changed the task first, the phone refuses your save and reloads it, so nothing is overwritten.
The Hub’s Tasks screen
In the Contractor Hub the same list is at Work, Field Ops, Tasks. Its tabs are Mine, Team, Due today, Past due and Done, with a search box.
Phone reports
Reports reuse existing permissions. They are in Money → Reports on the phone:
| Report | Needs |
|---|---|
| Money received, Invoiced, Unpaid invoices by age | See quotes, invoices and payments with amounts |
| Expenses (approved) | The same, or expense approval |
| Job profit | Finance view |
| Tasks by person | See and assign everyone’s tasks |
Pick a date range (default the last 90 days, at most 400). Tap any line to see the exact records behind it. Export as CSV sends the same rows, so the screen and the file cannot disagree. Text that starts with = + – or @ is made safe so a spreadsheet cannot run it.
Weather
Weather comes from the US National Weather Service. It needs no key, but it works for US locations only.
Tips
- Use a due time for jobs that depend on timing, like a delivery.
- The “+” quick-add button also creates tasks.
If something goes wrong
- “This task is gone (or isn’t yours).” It was removed, or you cannot see it.
- “No internet connection. Open a task when you’re back online.” Opening an existing task needs a connection. Adding a task can wait in the outbox.
- A report is missing: you lack the permission listed above.