Task Manager App - Task Management Software for your Field Service business
With our full-featured Task Management App, you can manage and streamline your entire field service operations.
Our Task Management App allows you to create tasks that serve as alerts and checklists for any category within the system. You can also generate general tasks with Eworks Manager. These tasks can be performed independently of any particular section, for example, if you want to create personal reminders for birthdays or events, or if you want to notify a colleague about an upcoming in-house meeting.
Having a Task Management Software in place allows you to easily keep track of all your jobs. If you work in a fast-paced environment, this is particularly useful. Knowing all of your responsibilities is essential in any industry, whether you're managing a team, planning your work week, or simply remembering your partner's birthday.
Monitor and Assign Tasks within Leads
Your sales team can use our Task Manager App to create tasks for themselves directly from the mobile app. Meetings, demos, and callbacks are all possibilities. These alerts send a push notification to your phone, ensuring that you never miss an important call or email.
Attachments, such as site documents or user manuals, may be uploaded to a lead. Attachments are automatically moved to the quote once it is converted from a lead. Additionally, once the quote is accepted and converted to a job, the attachment will be synced to the job and viewable on-site via the Mobile App.
Produce and Manage Quotes with attached Tasks
Tasks can be assigned to a particular quote. When you create a task, you can alert yourself or another member of your team. The quote reference will be visible when the notification message appears at the time chosen, so you or your colleagues are reminded of the task.
Plan, Schedule & Track Tasks within Jobs
You can create a task against any Job, whether it's in progress or finished, to remind yourself or a colleague of particular actions that need to be taken. The job number will be included in the alert, ensuring that you are aware of the task's context. Our Advanced Work Order Tracking Software keeps you up to date on all of your jobs and provides you with a thorough breakdown of where they are succeeding and where they are failing.
Create Purchase Orders & Invoice Immediately
You can build a task within any Purchase Order, whether you haven't sent your order to your supplier yet or still waiting for approval. This ensures that the system prompts you to submit it for approval as soon as possible or that your supervisor is reminded to approve urgent purchase orders.
You can also generate a task against any invoice in the Invoices section, regardless of whether it is in draft, outstanding, or past due. This serves as a helpful reminder to invoice a customer on time, keep track of an outstanding invoice, or pursue an unpaid invoice.