Combine customers, engineers, management and back office all through one system
Facilities management provide services to numerous sectors such as commercial customers, social housing and the public, you may encounter many challenges. Distribution of jobs, producing invoices and providing customers necessary information can all be done swiftly via Taskbe.
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
Invoicing
Invoicing has been made a lot easier and quicker with Taskbe. You can generate invoices straight away with the information inputted as well as by editing and filtering the information. When the invoice has been made, you can send a PDF via email or download it. Employees can also do this via the Taskbe app for things such as expenses, stock and maintenance jobs.
Job Tracking
Track every job simply using a job reference number and filter through jobs that may be for the same property to avoid separate jobs created. You can distribute maintenance jobs to employees and check their availability via Taskbe. All information about from each property would be recorded so both you can your engineers can view.
Mobile App
Send property maintenance jobs straight to your employees via the Taskbe app. This will save time and allow more jobs to completed. With the app, employees can upload and attach photos, documents and notes. They can capture signatures and time sheets. The app can track the location of employees using GPS to assign the right job for the person depending on the area they are in. All this information will be available straight away back to the office which aids in less paperwork and phone calls.