How to Add a Generic Task to Your Schedule
Not everything on your team's plate is a billable job — and SynkedUP makes it easy to track the other stuff too. Generic tasks let you add one-off to-dos directly to the schedule, so everything stays organized in one place.
Common uses include:
Marking a technician's day off
Scheduling vehicle maintenance (oil changes, inspections, etc.)
Assigning a quick errand or stop along a route
Creating a Generic Task
In the top-right corner of the Scheduling screen, find the Add to Schedule button. Just to the right of it is a small down arrow.
Hover over the down arrow — a menu with three options will appear. Click Schedule Task.
Fill in the task details:
Title – Give it a clear name (e.g., Change Oil – Dump Truck)
Notes – Add any relevant instructions or details (e.g., Use 5W-30)
Date & Time – Set when the task should happen
Duration – Estimate how long it will take
Recurrence – Choose whether it repeats or is a one-time task
All-Day Event – Toggle on if it doesn't have a specific time (e.g., a day off)
Assign it to the appropriate team member.
Save the task.
Can't find the down arrow? It sits flush next to the Add to Schedule button in the upper-right corner of the Scheduling screen. If you don't see an Add to Schedule button at all, make sure you're on the Scheduling page (not a job page or the mobile app).
What the Assigned Tech Sees
Once saved, the task will appear on the assigned technician's schedule just like any other job — they'll see it on their mobile app and can mark it complete directly from their phone when finished.
Marking a Task Complete
Tasks can be marked complete two ways:
By the tech – directly in the mobile app
By you – from the schedule in the back office; find the task, mark it complete, and save
Completed tasks will show a completed status on the schedule.
A Note on Billing
Generic tasks are unbillable by nature — they won't generate an invoice or tie to a customer account. They're purely for internal scheduling and tracking purposes.
Questions? Reach out to our support team via the chat in your account.