Overview
You can print individual tasks to show a client completed or in-progress tasks, or if there is damage on the premises, you can use the summary to help them understand why they are being billed and the specific costs.
This article covers how to create and customize the appearance of a detailed task printout.
Table of Contents
How to Print a Task Summary
Navigate to Locations > Manage Work > Open or Completed Tasks. Then click on the task you want to print.
Click on the share icon. From the dropdown, select "Print."
Review the task information, then select “Print,” according to your appropriate printer.
Customize the Printout Details
Super Users can update customization options for task printouts, including adding a company logo and showing/hiding part prices.
Add Your Company Logo
Add Your Company Logo
Navigate to the Manage Locations page by going to Locations and clicking "Manage."
Click the pencil icon next to your desired location.
Upload your company logo into the "Default Location image" field.
The photo will now display on task printouts for that location.
Include or Exclude Part Prices (Completed Tasks)
Include or Exclude Part Prices (Completed Tasks)
Navigate to the Settings page of your Limble account.
Go to the Configuration tab > General Task Settings > "Show Part prices when printing completed Tasks," and select "Enabled" from the dropdown.
Return to the Completed Tasks page and click on a task that involved a part. Within the task, click the share icon > "Print" to view the print preview.
The part price is now included on the task printout.
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Still don’t see what you’re looking for? Check out our YouTube channel for more tips and tricks! You can also reach out to us anytime at support@limblecmms.com.