Team Task Buddy

1. Welcome

Team Task Buddy is Phoenix Equipment Company's simple, mobile-friendly system for tracking tasks, time, daily activities, and production status. This guide will walk you through everything you need to get started.

If you have any trouble signing in, please contact your Admin (Scott).

2. Signing In

Open the app on your phone, tablet, or computer.

On the home screen, tap the Employee button.

Enter your mobile phone number (the one your Admin registered for you) and tap Sign In.

That's it — no password required.

3. My Tasks

After signing in, you'll see all tasks assigned to you.

Tap any task to open it. On the task page you can:

• View the task title, description, due date, and current status.

• Update the status by tapping the Task Status Update button. Statuses cycle through: NEW → IN PROGRESS → ON HOLD → COMPLETED.

• Add a note at any time. Every note is automatically stamped with the date and time and is never deleted — the full history stays on the task.

• Use the Start Voice / Stop Voice buttons to dictate a note with your microphone instead of typing.

If a task is past its due date, an OVERDUE badge will flash. Only the Admin can change the due date.

4. Adding Your Own Task

From your dashboard you can create a task for yourself.

Fill in the title, description, any notes, and an optional due date, then tap Add Task.

The new task will appear in your task list with status NEW.

5. Time Clock

Tap the Time Clock icon on your dashboard to log your work day.

Use the buttons in order through the day: Clock In → Clock Out for Lunch → Clock Back In → Clock Out for the Day.

The system records the date, time, and your GPS location for each action. Please allow location access when your browser asks.

At the end of the day you'll see your total hours worked.

6. Daily Activity Report

Open the Daily Activity Report tab to log what you worked on each day.

You'll see a weekly calendar. Tap any day to add or update your activities for that day.

Admin can generate a printable report of your activities at any time.

7. Production Status (Authorized Employees Only)

If you have access to Production Status (Piper, Cheryle, Todd, Ryan, and Admin):

• Add a new production entry with Date, Invoice #, Customer Name, Contact Name, Phone #, Estimated Shipping Date, and Product Description.

• Update the status as work progresses: In Production, On Hold, Completed, Waiting to be Shipped, Shipped.

• Each status change records who made the change, the date and time, and any notes you add.

• Notes are append-only — every note is kept with a date and time stamp.

8. Notes — Important

Notes on tasks and production items are a permanent, running log.

Every note is date and time stamped automatically.

Notes are never deleted. If a note is edited, the original is preserved and the update is added as a new entry.

9. Tips

• The app is designed for phones — you can add it to your home screen for quick access.

• Always update task status when your work changes so the Admin has an accurate view.

• If a button doesn't respond, refresh the page and try again.

10. Support

Questions or problems? Contact Scott (Admin) directly.

Welcome to Team Task Buddy — let's get to work!