Task Favourites Settings

This article will guide you through the steps of setting task favourites through the FlatRateNOW Office View.

Further increase the speed at which your tradesmen quote by building a list of favourite Tasks. By doing so, you'll reduce the time required navigating the catalogue and boost the confidence of your team.

Follow these steps to begin creating your list of favourite tasks from the Office View.

Task Favourites

Task favourites are used to highlight those tasks you use most often in your option sheets and quotes. Task favourites are set by the business manager as a way of recommending tasks to your tradesmen.

 

  1. Open your Office View
  2. Click Task Template Favourite
    tasktemplatefavouritebutton
  3. Click Create
    tasktemplatecreate
  4. Enter the name or code number of the task you want
    tasktemplatecode
  5. Tick 'Favourite' box
    favouritebutton
  6. Save

    Remove A Favourite

    1. Open your Office View
    2. Click Task Template Favourite
      tasktemplatefavouritebutton
    3. Search the task that is a favourite
      searchfavouritetask
    4. Click on the task
      clickonfavouritetask
    5. Click Edit
    6. Remove the tick from 'Favourite' box
      removetick
    7. Save