Job Scheduling and Customer Management Software
Features
Running a service business is all about organization.Let us show you how Service Task will help keep track of all your company information in one place.
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Your company at a glance
Service Task offers an extremely easy way to see all company activity on the "Overview" screen. Quickly view a summarized list of all jobs for the day and all recent activity in a live feed. Worried about forgetting unscheduled jobs or jobs that are still in progress? You can simply view these right from the overview.
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Track customer activity
Track customer activity in a dynamic customer dashboard all on one page. Save and organize jobs, estimates, notes, and reminders. Never forget to follow up with a customer to schedule an appointment again. You can set a due date for every note you create for a customer. You can even choose a time for an email reminder to send a reminder.
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Quickly schedule jobs
We understand how difficult it can be to make sure jobs never fall through the cracks, which is why Service Task allows you to easily create recurring jobs. By using drag and drop, you can either change the order of jobs for a crew, or move them to another one. With Service Task you can view multiple crews’ schedules at the same time to better keep track of your schedule.
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Track job activity
Easily keep track of which jobs need to be confirmed, followed up or rescheduled in the Job Dashboard. View all scheduled jobs for a particular crew within a specified date range. By creating custom job reports, you can better manage your schedule.
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Mobile App
The Service Task mobile app allow you to quickly view your jobs from a mobile device. This is a convenient way to stay up to date while out in the field. Our knowledge base has simple instructions for getting our mobile app.
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Invite your company members
Service Task encourages you to invite your co-workers to create accounts on your system. You will be able to set permissions to grant proper access for team members.
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QuickBooks Integration
Service Task fully integrates with QuickBooks. This allows you to sync customer data, send job invoices to QuickBooks, and display outstanding balances for customers in Service Task. Save time by closing the gap between easy scheduling and efficient accounting.
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Your data is Safe and Secure
All Service Task accounts use SSL-encrypted connections by default—the same level of security used by online banks. Our servers are protected and backed up daily. We'll never share your information, your data's security is our #1 priority.
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Timesheets
Service Task now allows users to create timesheets for their employees. Record and track hours to easily manage your company and business all within one application.