Job plan tasks

You can add tasks to job plans to accurately track costs. You can add estimates for labor, materials, services, and tools for the tasks. For each task, you can also create a nested job plan.

Example of job plan tasks

The following table describes tasks that are associated with a job plan to perform annual maintenance on an electric cart. By default, the task identifiers are in increments of 10 to provide you with the flexibility to add tasks within the existing sequence. The sequence is optional; on a work order, the tasks are sorted by sequence, then by task identifier.
Sequence Task Description
1 10
  • Check tires, lights, horn, mirrors, windshield wipers, steering, key switch, and forward/reverse switch
2 20
  • Check brakes, brake lights, and emergency brake
3 30
  • Check battery
  • Add water as needed
  • Check terminals and cables
4 40
  • Lubricate chain and check sprockets
5 50
  • Repack wheel bearings
  • Grease steering chassis, as needed
6 60
  • Operate vehicle for safety check