Create and Schedule Tasks
Create Task Types & Categories
View & Monitor All Tasks
Complete Tasks from the Mobile App
Task Management Software - Task Management App for your Field Service business
Manage and Streamline Your Entire Business from Start to End with our Full Featured Task Management Software
Our Task Management App lets you create tasks within the system which act as notifications and checklists for any category. Eworks Manager also allows you to create general tasks. These tasks can be independent from any specific section - in the case where you would like to create personal reminders, such as birthdays or events, or you would like to let your colleague know about an in-house meeting.
Eworks Manager allows you to set up task types, ensuring that you categorize your tasks effectively and successfully. Our software alerts you as to what is required of you when new tasks are created.
Monitor and Assign Tasks within Leads
Within our Leads Section, our Task Management Software can help your sales team set up tasks for themselves. These could vary from meetings to demos and callbacks. These notifications create a pop-up alert, ensuring that you never forget that important call or email.
Attachments can be uploaded, such as site documents or user manuals against the lead. Once converted to a Quote, the attachment will automatically be attached to the quote. Furthermore, once the quote is accepted and converted to a job, the attachment will be synced to the job for your Mobile User to view on-site.
Produce and Manage Quotes with attached Tasks
Tasks can be set up against a specific quote. You can notify yourself or another member of staff when creating a task. When the Notification message pops up at the time selected, the quote reference will be visible so that you or your colleagues are reminded as to what the task relates to.
Plan, Schedule & Track Tasks within Jobs
Whether a Job is in progress or completed, you can create a task against it to remind yourself or a colleague of specific actions required. When the alert runs, the job number will be included, ensuring that you know what the task relates to.
Create Purchase Orders & Invoice Immediately
Whether you haven't sent an order to your supplier yet or are still waiting for approval, you can create a task within any given Purchase Order. This will ensure that the system notifies you to send it for approval as soon as possible or reminds your supervisor to approve urgent purchase orders.
Within the Invoices Section, you can also create a task against any given invoice, regardless of whether it is drafted, outstanding or overdue. This acts as a handy reminder to send an invoice to a customer in time, monitor a specific invoice that's still outstanding or chase an invoice that's overdue.