Taskflow Pro Product Overview
Taskflow Pro understands your business needs and is a one stop solution to putting your business on autopilot for anyone that dispatches out resources to deliver a product or service.
Our Ultimate Solution aligns your back office and field crews in real time allowing you to better manage every aspect of your business while improving your clients overall experience.
Easily manage every aspect of your business with our 10 integrated modules
Workflow Management
Simplifying complex tasks allowing you to Quote Projects link Work Orders and Schedule resources and assets
- Quotations
- Work Orders
- Full Operational Calendar for Field & Back Office
- Dispatch Management
- Real-Time Work Status Map
- Safe & Secure Sub-Contractor Work Order Assignments
- Work Order Navigation Routes
- Enroute Client Notifications
Inventory & Asset Management
Providing you the ability to better manage Products, Assets, issue Purchase Orders, log Receiving Slips and execute Audits
- Products
- Assets
- Maintenance (Repair)
- Purchase Orders
- Receiving Slips
- Audits
CRM
Create meaningful engagement with customers and prospects while maintaining client satisfaction, creating long term customers, and increasing revenues.
- Detailed Client Profiles
- Quotation History
- Work Order History
- Contract Management
- Payment History
- Invoice History
- Route Travel Log
Human Resources Management
Prevent headaches and confusion with complete transparency for employers, employees, and subcontractors.
- Employees
- Sub-Contractors
- Track Licenses & Certifications
- Personal Days
- Powerful Field Supervisor Tools
Financials
Balance your cash flow and payment schedule by tracking upcoming and past payments in Receivables, Payables, Auto-Invoicing and Ledger.
- Payables
- Receivables
- Invoicing
- Ledgers
- All SMS & Emails are company branded
Integrates with QuickBooks
Admin
Simplify your administrative tasks by using Taskflow Pro’s effortless system for suppliers, manufacturers, locations, and more.
- Nature Of Business
- Locations
- Manufactures
- Manufactures Parts
- Item Classes
- Suppliers
- Permissions
- Labels
Virtual Work Orders
Field Service Companies need to be available 24-7 in today’s competitive market. Our Virtual Work Orders allows your mobile employees to receive Work Order requests directly from the customer…without having to answer the phone
- Schedule the closest available mobile resource
- Can also be used for Sub-Contractors
- Notify the customer enroute of acceptance in transit
Virtual Inspection
Ever want to see how bad the problem is in advance? Or if the progress reported is true? Or had to teach someone from afar? All of these scenarios can be overcome with our Virtual Inspection Module.
- Record each “interaction”
- No Time Limits
- No Participant Limits
Dashboard
View over 100 business valuable insight reports set to custom date ranges with Taskflow Pro’s easy-to-use interface that aligns Productivity with Profitability on both your desktop AND mobile devices.
- Daily Schedule
- Notifications
- Conversations
- Service Company Defined Reports
Messaging
Stay in constant real-time communication with individuals, groupings, or crew specific from your desktop, tablet or mobile device.
- Company-Wide notifications & announcements
- Archived
- Request & Respond from all devices
Extreme Mobile Capabilities
Reduce trips back to the office or client calls with Taskflow Pro’s extreme mobile App. Do everything from generate Quotations & Work Orders, execute Audits, locate Inventory and accept Payments just to name a few… all from your mobile device.
- Touchless Payment acceptance
- Quotation to Work Order Conversion
- Recommended Navigation Routes
- Capture Images
