Task Management Software

Task Management Software

Areas for Task Management

• Leads
• Quotes
• Jobs
• Invoices
• Purchase Orders
• General

Task Types

Eworks allows you to set up task types, ensuring that you categorize your tasks effectively and successfully. Our software also alerts you as to what you need to do in the case that a task is created for you by a colleague.

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 call backs. These notifications create a pop-up alert, ensuring that you never forget that important call or email.

Attachments

Upload Attachments such as site documents or user manuals against the lead. Once converted to a Quote, the attachment will automatically be synced through. 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.

Quotes

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 college are reminded as to what the task relates to.

Jobs

Whether a Job is in progress or complete, you can create a task against it to remind yourself or a college thereof. When the notification runs, the job number will be visible, ensuring that you know exactly what the task relates to.

Invoices

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.

Purchase Orders

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.

General

Eworks also lets you create a general task in the system. This task can be independent and not linked to any specific section - in the case where you would like to set up personal reminders, such as birthdays or events, or you would like to let your colleague know you have scheduled an in-house meeting.

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