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
Open your Schedule and navigate to the date you want.
Click to add a new event and select the option to create a generic task (rather than a job).
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.
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.