Don’t drain yourself with extra paperwork, go paperless with Taskbe
Drainage and plumbing contractors must be able to juggle a lot of jobs quick and efficiently. Taskbe is a perfect system to manage and log all your jobs in one place to ensure you get more tasks complete.
Job Tracker
Track if jobs are open, complete, pending, etc
Scheduling
Book appointments for jobs and keep organised
Quotes
Track inquiries and quotes and turn them into jobs
Planned Preventive Maintenance
Plan PPM schedules regularly
Job Costing
Automated job costing with reports
App for Engineers
Engineers can view, update and attach information for each job
Invoicing
Produce invoices easily and send them straight away
Dashboard
Keep customers updated with real time alerts
Generate Reports
Produce KPI reports with property details
Purchase Order
Replenish stock and raise orders and match invoices
Integrate Accounts
Link other software’s such as Sage, QuickFile, etc to save time
Boiler Servicing
Set annual boiler servicing and customer reminders
Electronic Forms
Produce documents via the app including gas safety certificates, job sheets and assessments
Engineer Tracking
Locate engineers and journey histories
F-Gas Compliance
Have a full tracking on gas use
Paperless
Engineers will no longer need to fill in and drop off extra paperwork. Instead they can do everything through the Taskbe app. Engineers can input information such as collect signatures, produce certificates, invoices, attach photos and send updates which can all be accessed by the back office team.
Client List
Keep a database of all your clients in Taskbe. You can access important details such as address, contact and other important information without having to use another software. This will ensure that engineers can have this information at hand in case they need contact details while on the job without having to request it.
Invoices
Produce professional invoices via the Taskbe app and online software. You can create them easily by imputing information in customisable fields to generate a PDF copy of an invoice which can be emailed straight away to a client through Taskbe. This will ensure that payments are made on time and dealt with quickly.