Follow the task workflow
- Check the assigned job, work stage and pricework task. Start the task when work begins. Pause it if it cannot continue.
- Submit the task when complete. The reviewer can approve it or return it with a reason. Job photos and notes need a connection.
- Pricework stays separate from hourly/daywork calculations. Completing a task does not transfer a payment.
Held amounts and inspections
- At approval, the reviewer can hold a fixed amount or percentage for snags, recording a reason and checklist.
- Complete the snag items and request inspection. The manager reviews the items and releases the held amount when appropriate.
- Released retention becomes a separate invoice line. It does not rewrite the original issued invoice.
Still need help? Contact support. For pay, allocations or approval decisions, contact your company administrator.