SERVICE
MANAGEMENT
SOFTWARE

Manage your jobs, employees, clients and back office together with one software.

   
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What we do

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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.

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.

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.

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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.

GPS Time Clock App for iPhones, iPads, Android

GPS Time and Attendance app for any smartphone. Provides dependable GPS tracking using hybrid positioning (Network, Wifi, and GPS sensors) for indoors and outdoors support. Set up managers and crew to enable crew check-in. Users can collect any data, share location and communicate with the team via in-app messages.

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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.

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Mobile App

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Prices And Plans

  • Users
  • SMS
  • E-mail Messages
  • Invoices
  • Digital Signature
  • Online Payment
 
Free Trial
Starter
£10per month
  • Users

    3

  • SMS

    10

  • E-mail Messages

    Unlimited

  • Invoices

    Unlimited

  • Digital Signature

    check

  • Online Payment

    check

Free Trial
Growing
£20per month
  • Users

    6

  • SMS

    20

  • E-mail Messages

    Unlimited

  • Invoices

    Unlimited

  • Digital Signature

    check

  • Online Payment

    check

Free Trial
Professional
£30per month
  • Users

    15

  • SMS

    30

  • E-mail Messages

    Unlimited

  • Invoices

    Unlimited

  • Digital Signature

    check

  • Online Payment

    check

Free Trial
Enterprise
£50 per month
  • Users

    Unlimited

  • SMS

    50

  • E-mail Messages

    Unlimited

  • Invoices

    Unlimited

  • Digital Signature

    check

  • Online Payment

    check

Download On App Store

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Send Us A Message