> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/field-operations/tasks/quick-actions-on-a-task-create-a-visit-invoice-or-quote-without-leaving-the-task.md). # 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. Quotes tasks show Create Job / Visit, plus Create an Invoice once the quote is signed, or Send to Another Contact and Edit Contact and Resend while it's unsigned. 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 up to six actions: Send Job Summary, Create an Invoice, Create a Quote, Create Another Visit, Move to Another 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 -> 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, property, and job, so you create the visit right from the task instead of going to the Scheduling page. 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 -> Task Statuses (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 ## Related guides * [What creates Jobs tasks (and moving them between folders)](/field-operations/tasks/what-creates-jobs-tasks-and-moving-them-between-folders.md) * [How tasks are created and organized](/field-operations/tasks/how-tasks-are-created-and-organized.md) * [Automate task statuses with Task Automations](/administration/settings/automate-task-statuses-with-task-automations.md) * [The Tasks inbox: folders, status filters, and search](/field-operations/tasks/the-tasks-inbox-folders-status-filters-and-search.md) * [What creates Deficiencies tasks](/field-operations/tasks/what-creates-deficiencies-tasks.md) * [What creates Invoices tasks](/field-operations/tasks/what-creates-invoices-tasks.md) * [Download or email an inspection report](/field-operations/inspection-reports/download-or-email-an-inspection-report.md) * [Set up Job Summaries](/administration/settings/set-up-job-summaries.md) --- # Agent Instructions This documentation is published with GitBook. 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