TaskMax

The instructions in this article relate to Search Quotes.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Quotes  can be used to find specific statuses, for example, outstand...

The instructions in this article relate to Search Work Orders.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Work Orders can be used to find specific statuses, such as unf...

The configurations for TaskMax can be set in File  > Configure .  The configuration settings are split into three categories; User, System, and DocMax Settings. Once the settings have been amended, TaskMax will need to be reopened to allow the cha...

This article describes the various menus along  the top of the main TaskMax window. There are other articles that cover the various processes within StrataMax, which can be viewed from the main TaskMax Online Help page . File The F...

This article covers the topic of Quotes  within TaskMax . When work is required for the building, and quotes need to be obtained, the details of the job must be entered first, and contractors selected. Request Quotes Open Tas...

The instructions in this article relate to Work Orders in TaskMax.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . When a work order is required to be issued and the contractor to do t...

This article covers Periodic Work Orders  and Future Work Orders in the TaskMax  menu. Periodic work orders are recurring contracts, which have a frequency, a recurrence pattern and may have a finish date. Future work orders are simply work...

This article covers the report options available in the TaskMax menu. In TaskMax, several report limits can be set for the creation of individual reports, which allows for PDF reports to be produced and can include detailed descriptions. The alt...