If you'll invoice the customer for the work, it has to be a Job. If it's purely internal time you won't bill, use a Task.

Key thing to know: Tasks are unbillable by design and cannot generate an invoice. Tasks also don't support a material or catalog item list — there's no way to add priced items to a Task, so they're only meant for small to-do items and internal time tracking, not for work where you need to track materials or costs. If you realize partway through that you need to bill for the work, you'll need to create a new Service Ticket — there's no convert-Task-to-Ticket path.

A Task is for small, non-customer to-do items you want on the calendar but won't invoice for — not for tracking materials or costs on a piece of work. Tasks live on the schedule alongside jobs but don't generate any billing and don't support a material/catalog item list.

Common uses:

If you need to track materials, labor, or costs for work you won't invoice — like a warranty repair — that's a Job with the Unbillable pricing type, not a Task. See the "How should I track warranty work?" question below.

How to Add a Task to your Schedule

A Service Ticket is for one-time billable work — usually a single visit that takes less than a day. Repairs, follow-up visits, troubleshooting calls, leak finds, pump replacements. You can invoice from a Service Ticket once the work is done.

How To Correctly Set Up a Service Ticket

A Maintenance Contract is for recurring billable work on the same customer — weekly lawn mowing, monthly fertilizer applications, seasonal landscape maintenance. You schedule the whole season at once, and invoices generate based on the visits performed.

How to Set Up a Maintenance Contract

A Project is a one-time install or build job with a defined lifecycle — patio installs, water feature builds, planting jobs, hardscape work. Projects support proposals, multiple work areas, payment schedules, and a richer billing flow than a Service Ticket.

Workflow: Project Lifecycle

Will you invoice the customer?

If you're still on the fence between Service Ticket and Maintenance Contract, see Maintenance Contract vs Service Ticket.

As a Job (typically a Service Ticket) with the work area's Pricing Type set to Unbillable — not a Task. Jobs support a full material/catalog item list and cost tracking on the work area; Tasks don't. Setting Pricing Type to Unbillable means you can log all the materials, labor, and costs that went into the warranty fix (so your job costing stays accurate) while guaranteeing no invoice can be generated for it — Estimated Price and Final Price both show $0.00, but Actual Price still reflects what it really cost you. See How Pricing Types work in SynkedUP for details on the Unbillable pricing type.

No. Tasks are unbillable by design — they don't tie to a customer account and won't generate an invoice. If you need to bill the customer, the work has to be set up as a Service Ticket, Maintenance Contract, or Project, depending on what fits.

No. Tasks don't have a material/catalog item list at all — they're meant for small to-do items, not for tracking what a piece of work cost. If you need to log materials or costs for unbillable work, use a Job with the Unbillable pricing type instead (see "How should I track warranty work?" above).

Yes. As long as the Task is assigned to a team member, it shows up on their schedule, and when they start the timer on that Task the time counts as unbillable time. That's useful when you want hours tracked for payroll but not billed to the customer — material pickups, equipment maintenance, training, drive time between jobs (in some setups), etc.

If the unbillable time is part of a regular workflow (drive time, lunch, shop time, etc.) rather than a one-off scheduled item, use Unbillable Categories instead — they let you tag time entries with a category like "Drive" or "Shop" without putting them on the schedule as Tasks. See How to Set Up your Company Unbillable Categories.

If it's a one-time visit (a single spring or fall cleanup), use a Service Ticket. If it's recurring across the season (regular monthly cleanups, ongoing pruning visits, etc.), use a Maintenance Contract. The visit length doesn't matter for that decision — even a multi-day cleanup is still a Service Ticket if it's one-off.

No. Tasks and Service Tickets are separate schedule item types, and there's no convert path between them. If you realize partway through that the work needs to be billed, you'll need to create a new Service Ticket for it and delete the original Task.

That's still Task territory. Tasks are designed for any work that doesn't have a billable customer on the other end — including work you do for yourself.

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