Taskbe is an innovative new communications platform that rethinks how businesses manage their day to day work. It applies social networking technology to a real business need – the need to communicate and collaborate with different employees, multiple subcontractors, across different sites and with different clients.
What’s Special
Jobs Management
Create jobs and book them into engineers diaries with a few clicks. Keeping job records also allows you to keep accurate records and a history which engineers can refer back to whilst onsite.
Clock In/Out GPS
For companies with a mobile workforce who want to get rid of paper time sheets, Taskbe is the GPS time tracking app that’s both powerful and easy to use.
Customer Database Software
Taskbe stores all your clients in a single customer database and allows you to manage records with software that is easy to use and built for purpose.
Estimate
Being able to create instant quotations from your office PC/Mac, or using an iPhone, iPad or Android phone or tablet onsite, can be the difference between winning and losing the job. taskbe is set up to make this process very simple and efficient.
Add jobs
Connect to your employees, customers and subcontractors. Add jobs for your staff or sub-contractors or receive them from your own customers.
Tailored job sheets
Job sheets can be tailored to your specific requirements. Add the fields that suit you and brand your job sheets with yours or customers logos.
List or calendar view
View your jobs by list or by calendar. You can highlight particular employees or customers and easily filter and search your jobs
Add photos / videos / signatures
You can add photos, videos, signatures and documents to your jobs which your engineers can see on-site. They can also add their own from their phone or tablet.
Job History
Easily view previous done for that customers or at the site. No more hunting through lots of paperwork to find the Job details, everything is just a click away.
Raise Your Invoices
Once your job is complete, raise invoices with one click with all the relevant info prefilled. Send your invoices to customers or export to your accounting software.
Manage your invoices
Raise your invoices at the click of a button as soon as your job is complete. No more waiting around for job sheets and no more trying to understand poor handwriting.
View paid invoices
You can see which invoices have been paid by your customers in real-time and get alerted if a customer is requesting a new job but still has outstanding invoices.
Raise miscellaneous invoices
You can raise miscellaneous invoices for a customer and track them together with all your other invoices
Simple integration
Taskbe works with the leading accounting packages including Xero, Kashflow, Sage and Clearbooks.
Email your invoices
Easily view previous done for that customers or at the site. No more hunting through lots of paperwork to find the Job details, everything is just a click away.
Generate reports
Generate reports at the click of a button. Information is available for any time period and is stored for as long as you’re with Occupy.
Export reports
You can easily download your reports to Excel for further analysis or to simply archive your data.
Email reports
Once your report is generated, you can email it to yourself, a colleague or a customer.
Schedule reports
Schedule your reports and receive them in your inbox daily, weekly or monthly. Send them to customers or colleagues automatically.
Multiple reports
Many different reports are available including timesheets, job history, driving times, invoices, customer reports and many more.
A GPS device for all your needs
Choose a GPS tracking device which is right for you. Send locations from your phone, portable device or installed device.
View the latest locations
View the latest locations of all your engineers. See when they are on site, or when they are stuck in traffic.
Monitor your lone workers
Ensure your engineers are ok when working at remote locations. See when they entered or left site and get alerts if they get into trouble.
Create and view alerts
Set up areas and get alerted when any of your engineers enters and/or leaves that area.
Generate reports
Reduce admin and optimise your business with our comprehensive reports.
Instant messaging
Send messages to your colleagues from your computer, tablet or mobile telephone. No more copying data from one application and having to type it in to a text message.
Send SMS messages
Send messages to your colleagues from your computer, tablet or mobile telephone. No more copying data from one application and having to type it in to a text message.
Create reminders
You can schedule a message to be sent at a particular time, ideal if you want to remind yourself to do something in the future.
Customer database
Keep all your customer information in one place. Quickly retrieve customer contact details, site addresses and view reports for jobs or invoices done.
Connections
Easily view previous Connect to your customers and subcontractors. Send and receive jobs and share the status of your jobs as they are updated by your engineers out in the field.
All in one job management software from the office or on the road
Designed and developed for field service companies Cloud-based software connecting your office, engineers and customers Grows with your business from 2 to 500 Office staff and engineers can now see work that’s been done at the property letting them make informed decisions when booking in work and when onsite.
Customer Login & Reporting
We’ve got customer dashboards and powerful reporting tools. Whether your client’s are Social Housing organisations, Councils or Lettings Agents, Taskbe produces the KPI reports to win and keep contracts. Our customer portal software allows you to give your clients real time access to their jobs, gas certificates and property details including boiler information. If you require integration we have expertise in building links to your customer’s own software systems.
Mobile App
Prices And Plans
Free Trial
Starter
£10per month
Free Trial
Growing
£20per month
Free Trial
Professional
£30per month
Free Trial
Enterprise
£50 per month
