Tasks and Phases
A job can be broken down into tasks, and tasks can be grouped into phases so larger jobs stay organised. Each task has a status of To Do, In Progress or Complete.
Subtasks and Dependencies
Tasks can have subtasks, and you can set dependencies so one task follows another. This keeps the running order clear for the team on site.
Assignments and Due Dates
Assign each task to a team member and set a due date. Assigned tasks appear on that person's workload and on dashboard widgets.
The Task Kanban Board
Job tasks can be viewed on a Kanban board, so you can drag tasks between To Do, In Progress and Complete as work advances.
Task Templates
Save a set of tasks as a reusable task template - for example a standard boiler service or bathroom install - so the next job of that type is set up in seconds.