Task Management
Task management and checklists that make sure nothing gets missed.
Reusable job checklists, photo proof on every step, and task templates for every service you offer. Give your crews the plays, every time.
What you get
Reusable task templates
Build once, use forever. Templates standardize every install, service call, and punch list so quality stays consistent.
Photo proof on every step
Crews attach photos as they complete each task, giving you documentation for warranties, disputes, and customer updates.
Mobile checklists for the field
Crews tap through tasks on their phones, attach photos, and add notes as they work — no paperwork to bring back to the office.
Callbacks drop fast
When every crew follows the same checklist on every job, the small misses that drive callbacks and punch lists disappear.
What it does
- Build reusable task templates for every common service or install
- Attach tasks to any job with one click to drive crew execution
- Require photo proof or notes on specific tasks before completion
- Assign individual tasks to specific crew members
- Track task progress in real time as crews check them off
- See completion status across all active jobs at a glance
- Duplicate and edit task lists without touching the master template
- Export completed checklists as PDF proof for customers or insurance
Who it’s for
- Service trades that run repeatable installs and maintenance visits
- Quality-focused owners trying to cut down on callbacks
- Crews doing multi-day projects with daily punch lists
- Franchise and multi-location operators standardizing service delivery
- Businesses training new hires and need documented best practices