Operate and report
Organize service work on boards, assign tasks, and schedule repeat work so your team can see what needs doing next.
Core capabilities
The essential controls for moving this part of your billing workflow forward.
Create a board with columns that match your workflow, such as To do, In progress, and Done. Move tasks between columns as work progresses.
Choose a daily, weekly, monthly, or yearly schedule and the column where each new task should appear. Set the task details once for work that repeats.
Open Recurring task rules from your board to pause or resume a rule. Choose Edit to change the task details, assignee, priority, column, or schedule.
Good fit
Keep service jobs visible as they move from one stage of work to the next.
Schedule regular work, such as weekly reviews or monthly checks, without creating each task by hand.
Give repeating tasks an assignee and priority so the team can see who is responsible and what needs attention.
From start to finish
A practical sequence you can adapt to the way your team already works.
Create a board and define columns that reflect your service workflow stages.
Choose how often the task repeats, its next run date, who it is assigned to, and which column it starts in.
Check new tasks in their chosen column, see who they are assigned to, and follow their progress alongside other service work.
Keep exploring
Connect Task Management for Service Businesses with the next useful part of your workflow.
Use each project as a billing and document hub: link quotes, invoices, bills, time entries, and notes, then review the financial activity recorded for the job.
Save repeat billing details once, then let Invoice Master create each invoice on schedule. Review a draft before sending, or automatically email it with Premium.
Customize invoice and quote templates, preview sample PDFs, and tailor send-invoice and send-quote email templates for consistent branding.
Details
Tasks can repeat every day, week, month, or year. Set an interval for less frequent work, such as every two weeks, and choose the next run date.
Yes. Pausing a rule stops it from creating new tasks. Tasks already on your board stay there, and you can resume the rule when the work is needed again.
Yes. Choose a column on the board when you create or edit the rule. Each new task appears in that column.
Ready when you are
Set up the workflow in your account and keep the work connected from the first record to the final payment.
