22 STEPS
1. Welcome to the tutorial on creating or adding a new Task (service) in the NextService Mobile App
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2. The first step is to open the NextService Mobile App.
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3. Click the task
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4. The technician would Start the service
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5. Scroll down and click the Add New Task tab
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6. Select the type of service that best reflects the requirement
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7. Insert a message or any details on why the new task is being created or scheduled.
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8. Click the assignee drop down
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9. The tech can leave the task assigned to themselves, which is the default. Alternatively, they can select Assignee to leave the task unassigned.
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10. Select a date for the task
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11. Optionally, you can tick Confirmed Booking if the client has confirmed the service.
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12. Click the save icon (green tick) to create the task in NetSuite
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13. When the task has been successfully created in NetSuite, a task number will appear.
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14. Click the back icon to return to the other available tabs
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15. If you need to create another task, click the add new task tab again
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16. Click the plus icon and repeat the previous steps.
That's it, for the mobile app. The following steps will go over accessing the new task in NetSuite.
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17. There is two easy ways to locate the newly created task in NetSuite.
The first is to run PWX | Tasks - added via the Mobile App
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18. You will see the task listed.
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19. If you do not see it, you may have to adjust the filters.
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20. The second way is to navigate to the Case record where the task was created from
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21. Scroll down and you will see the task listed under NextService and then Tasks.
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22. That's it. You're done.
Thank you for your time.
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