Have a specialist software and app assisting your business
Save a lot of hassle with Taskbe by allowing you to no longer use manual methods of inputting and storing information on separate documents and spreadsheets. This is highly beneficial because specialist equipment companies need to provide installations and maintenance for a wide range of service users. This means that Taskbe can manage all their customers through one software.
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
Reports
You can produce KPI reports through Taskbe for your clients and provide them with property details with information about jobs, and safety certificates for the automatics doors installed. You can link Taskbe with other software systems to also produce other relevant documents and reports.
Pre-schedule Jobs
Set regular specialist equipment 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.
Mobile App
Taskbe will allow you to save plenty of time by getting as many jobs complete as possible and a lot less paperwork. Field engineers will need fewer trips to the office as they will be updated via the app instead. Their job will be a lot easier by having access to boiler information, history of the location, and a record of specialist equipment safety certificates. Engineers can attach photos and diagrams to the app to keep everything organised.