Creating and assigning work
Create a task, add the details, and assign a technician.
Tasks are the unit of work in HBCField. Admins and members with task-creation access can create them from the web app.
Create a task
Click New task and fill in:
- Title & description — what needs doing.
- Location — the address; this powers navigation and route tracking.
- Priority — Low, Medium, High or Urgent.
- Due date — when it's needed.
Depending on your plan you can also add a task type / workflow, custom fields, subtasks, a checklist, attachments, and dependencies on other tasks.
Assign a technician
Open the task and choose Assign. Pick a technician — availability, schedule and current workload help you choose. The assigned technician is notified instantly (push notification) and the job appears in their mobile app.
After assigning
You'll see status and location update live on the task and on the Live map. You can reassign, edit, comment, or cancel from the task's menu.
Tip: For jobs that repeat on a schedule, use Recurring (Professional and up) so the system creates them automatically instead of re-entering them.
Can't find what you need?
Open the support button in the app to reach our team.