Taskation

Taskation is our new product designed for field service companies.

It combines job scheduling with CRM elements to allow you to take a job all the way from a customer request and technical quotation, all the way through to invoicing.

It includes the following:

Customer, prospect and supplier database
Customer booking form and portal
Technical quotations from a standard list of products or services
Sales pipeline tracking
Job scheduling
Mobile app for field engineers and technicians with offline working
Details of previous work
Revenue forecasting
Link to Xero accounts system
Built in two-factor authentication for added security

Setup Process

Our setup process is a shortened version of our standard process for fully custom projects. We will do a mini scope exercise to understand the areas of the system you will use most, and how you use them. We’ll then define the tweaks we’ll need to make to get you up and running, and look at the data we’ll be loading into the system.

Then we’ll get you actually set up with a little test data to ensure everything works as expected, before loading your full data so you can get up and running.

Pricing

For standard product setups without custom coding, our set up cost starts at £1995 + VAT including the scope and data load. Our monthly flat rate charge is £225 + VAT – there is no cost per user so you don’t need to worry about the cost of expansion, or giving access to subcontractors and customers.

Get in touch!