Taskbe will always come in handy when trying to manage your business
Get a lot more new customers by staying quick and efficient with Taskbe. Sort your jobs, invoices and expenses under one system. Track engineers when they are on the job to know who to allocate jobs allowing you to get through more jobs easily.
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
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.
Pre-schedule Jobs
Set regular planned handyman services and installations by enabling automated scheduled jobs through Taskbe which may be an annual task. This way you don’t leave out important jobs and save time as they will be automatically deployed to engineers.
Reports
You can produce KPI reports through Taskbe for your clients and provide them with property details with information about jobs, and safety certificates. You can link Taskbe with other software systems to also produce other relevant documents and reports.