Completing maintenance tasks
Once a maintenance plan is assigned to an asset or job, FieldLabel schedules the actual tasks that need doing. This page covers the “doing” side: marking tasks complete, snoozing them, adding a one-off task, and correcting a mistake. The same tasks can be handled by your internal team, by your customers in the portal, or even by anyone who scans the asset’s QR label.
Where tasks live
Section titled “Where tasks live”A task can be acted on from several places, depending on who you are:
- Internal staff — the Maintenance tab on a customer’s page, or the Maintenance card on an asset or job detail page.
- Customers — the Maintenance Tasks screen in the customer portal.
- Anyone — the public QR scan page for the asset, no login required.
Tasks are split into Active and Completed. Completing a recurring (plan-generated) task automatically schedules its next occurrence based on the plan’s interval, so you never have to remember to re-add it.
Completing or snoozing a task (internal staff)
Section titled “Completing or snoozing a task (internal staff)”Both members and admins can complete, snooze, reschedule, and delete tasks.
- Open a customer’s Maintenance tab, or the Maintenance card on an asset or job detail page.
- On an active task, click Complete to mark it done. To leave a note, open the three-dot menu and choose Complete with note.
- To push out the due date, click Snooze and choose 1 day, 3 days, or 1 week.
- To set a specific date instead, click the task’s due-date badge and pick a date in the popover.
You can also edit the completion note on an already-completed task at any time.
Adding a one-off task
Section titled “Adding a one-off task”Need to track something that isn’t part of a recurring plan? Add a custom task. It’s a one-off and will not recur.
- On an asset or job detail page, open the Maintenance menu (members will see an Add Task button) and choose Add Maintenance Task.
- Enter the task name, an optional description, and a due date.
- Save the task. It’s tagged Custom and stands alone — completing it won’t schedule a follow-up.
Rejecting a completed task (admins only)
Section titled “Rejecting a completed task (admins only)”If a task was marked complete by mistake — or wasn’t actually done properly — an admin can reject the completion to send it back.
- Find the completed task in the customer, asset, or job maintenance list.
- Open the three-dot menu on the completed task and choose Reject completion.
- Enter a rejection reason and confirm.
Completing tasks in the customer portal
Section titled “Completing tasks in the customer portal”Customers you’ve invited as external users can handle their own tasks from the portal.
- Sign in to the customer portal and open Maintenance Tasks.
- Optionally filter the list by Company and Status.
- On an active task, click Complete — a window lets you add an optional completion note. Or use the row menu to Snooze or Need Help.
- Need Help shows your organization’s phone and email (if configured) and logs the request so your team knows.
Completions from the portal are attributed to the customer’s name, so your team can see who did what.
Completing a task from a QR scan (no login)
Section titled “Completing a task from a QR scan (no login)”Anyone who scans the asset’s QR label can complete or snooze its tasks without signing in — handy for tenants, on-site contractors, or your own field crew working fast.
- Scan the QR label on the asset to open its public landing page.
- If the asset has pending or snoozed tasks, a Maintenance Tasks card lists them.
- Tap Complete on a task, enter your name (and an optional note), and submit.
- Or tap Snooze to push out the due date, or Help to contact the company (shown only if a phone or email is configured).
Recurring tasks completed from a QR scan still schedule their next occurrence, just like in-app completions.
Related
Section titled “Related”- Maintenance plans — set up the templates and assignments that create these tasks.
- Customer portal overview — what your customers see and can do.
- The QR scan page — everything a public scan reveals.