Quick Actions on a task: create a visit, invoice, or quote without leaving the task
Quick Actions are one-click shortcuts in the Quick Actions section of an open task that start the task's likely next step without navigating to that feature's page first. Which buttons appear depends on the task type.
Recurring Services tasks show Create Job / Visit, Update Property Access Info, Send to Another Contact, and Edit Contact and Resend — except Custom-folder Recurring Services tasks, which hide Send to Another Contact and Edit Contact and Resend since they don't come from a customer response. Quotes tasks show Create Job / Visit, Move to Folder, plus Create an Invoice once the quote is signed, or Send to Another Contact and Edit Contact and Resend while it's unsigned.
All task types also offer Move to Folder. Choose a custom folder and status, or move a previously moved task back to its original folder. See Organize task categories and folders for destinations and the technician-summary exceptions.
On a Recurring Services task, Send to Another Contact and Edit Contact and Resend send the replacement outreach immediately. The recurring service remains awaiting service completion until work is completed on site.
Jobs tasks can show: Send Job Summary, Create an Invoice, Create a Quote, Create Another Visit, Move to Folder, and either File to The Compliance Engine or Open The Compliance Engine. Send Job Summary appears only when Job Summaries are enabled in Settings -> Job Summaries and your role can write inspection reports. Other actions have their own permission or setup requirements. Deficiencies tasks show Create Quote and Create Job / Visit. Invoices tasks show Send to Another Contact and Edit Contact and Resend while the invoice is unpaid or overdue.
Send Report is separate from Quick Actions. In a Job task's Inspection Reports section, open a report's menu and choose Send Report to email only that report PDF. You can also use Send Report from the open submitted report. This is controlled by Settings -> Work Management -> Tasks -> Task Documents -> Email inspection reports. Send Job Summary instead publishes a recap link that can include the report with other job information. If both features are enabled, the task offers both sharing methods.
Create Job / Visit and Create Another Visit open the same visit form used on the Scheduling page, already filled in with the task's customer and property, so you create the visit right from the task instead of going to the Scheduling page. Create Another Visit (Jobs tasks) also carries over the task's job, adding the new visit to it; Create Job / Visit on Recurring Services, Quotes, and Deficiencies tasks creates a new job for the visit instead — on a Signed Quotes task, that new job is built from the quote, as described below.
From a Signed Quotes task, the approved quote becomes the basis of the job. A banner at the top of the form says which quote the job is being created from and who signed it and when. Technician Instructions open already filled in from the quote: Essential drafts them from the quote's description, line items, and the customer's note from signing, written for the crew and with pricing left out. A small sparkle next to the label says where the text came from; edit it however you like before saving, and once you edit, nothing overwrites your changes unless you click Regenerate, which asks for a fresh draft and replaces the field. The quote's line items are also placed in Parts, Labor & Items on the visit, each tagged Auto-added; open the list to adjust quantities, add or remove rows, or use Remove quote items to start from scratch. These are planned quantities shared by the job's visits, not recorded usage. The crew enters actual quantities separately in the mobile visit summary; an invoice created from the job includes the saved plan, with completed actual quantities taking precedence for matching items.
The draft gets better the more you use it. Every time you save Technician Instructions on a visit created from a signed quote, that saved text becomes an example for the next draft, so the wording, length, and standing lines your office keeps adding (a "call dispatch when done" close, say) start showing up on their own. Standing rules work too: tell the Assistant to remember one — for example, remember that technician instructions should never mention quoted hours, or remember that crews at Tower B sign in at the security desk — and the draft applies it. See What the Assistant remembers. Pricing is never drafted in, whatever the examples or notes say. If the draft is still being written when the form opens, the plain quote summary is shown first and the draft replaces it only while the field is untouched. The quote is also linked to the new job: it appears on the job page's Quotes tab and the job in the quote's Related Records, and technicians see the visit's Parts, Labor & Items on the visit in the mobile app, with the quote's rows tagged Auto-added (quantities, no pricing). From Never Clocked In and Incomplete (Needs Another Visit) tasks, Create Another Visit also copies the prior visit's work orders, due date, Technician Instructions, Scheduling Instructions, estimated duration and technician selections, contacts and reminder choices, arrival window, expected asset inspections, and self-scheduling choices. The prior start time and any reminder progress are not copied, so you can choose a new time and send fresh reminders. You can change any copied details before saving.
For a Recurring Services task, Essential also prefills a work order for each recurring service, choosing among the visit types mapped to that service under Settings -> Service Visit Types the one used most often on visits at that property, then at that customer's other properties, then across your business. When there is no clear history, it uses Inspection when that visit type is available, or the only linked visit type when there is just one. You can change the work orders before saving.
Create an Invoice and Create Quote likewise open a new invoice or quote prefilled from the task. Some actions appear only if you have the matching permission, such as creating invoices. If a Quick Action is missing but you need it for your work, contact your business's administrator to review your role.
Quick Actions can also trigger Task Automations. If your business wants tasks to clear or move forward automatically after a Quick Action is used, configure the matching rule in Settings -> Work Management -> Tasks (Task Status Automations tab).
Where to find it: On the Tasks page, open a task; the buttons in its Quick Actions section. Which ones appear depends on the task type and your permissions
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