Explore the detailedfeaturesTaskForce

Discover how our app helps you effectively manage services and your team in any industry where organizing people in the field matters. Boost efficiency, stay in control of your processes and grow your business with TaskForce. See how we can support your company!

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Dashboard

  • a convenient overview of the most important things in your company
  • a list of reminders with due dates and overdue items
  • a list of upcoming jobs to be completed
  • time-off requests waiting for approval
  • customer inquiries waiting for a response

Jobs

Job list

  • a list of all jobs with the ability to search and filter them by status
  • a calendar view with all scheduled jobs
  • a map view showing the marked location of all jobs
  • syncing the job calendar with an external calendar (e.g. Google Calendar) for the whole company or an individual employee

calendar organization

Work planning

  • creating jobs for new or existing customers
  • searching for employees available on the planned job date
  • searching for employees by the skills or certifications they hold
  • a calendar and map preview with jobs that are already scheduled
  • automatic suggestions for the most convenient date based on availability and the location of other jobs
  • setting the date and duration of a job on a specific day or a continuous job spanning several days
  • selecting materials from the warehouse needed to complete the job

Work

Job execution

  • a view of jobs assigned to you with full customer details and work specifics
  • viewing jobs both on the calendar and on the map
  • syncing the job calendar with an external calendar (e.g. Google Calendar) for the person assigned to the job
  • an internal chat view for live communication among everyone involved in a given job
  • a view of the documents assigned to a given job
  • tracking work time (counted live with a running timer or reported after the work is finished)
  • job change history - a record of the job's progress
  • the option to change a job's status during execution (scheduled, in progress, completed, on hold, cancelled)
  • adding information when changing status about the consumption of materials added to a given job
  • adding information about additional materials purchased for the needs of the job

Extras

QR codes

  • the ability to create QR codes linked to a specific customer and, for example, a device
  • after printing the code you can place it on a device, making it easier for the customer to report a fault or a need for service
  • without needing to remember your company's contact details, the customer can send a request describing the fault or the work to be done
  • requests appear in the job list, from where they can be scheduled as jobs
  • when changing status you can add notes to the job as well as attachments (documents, photos, videos)

Work time

Reports

  • a list of reports on the work time logged by employees on a job
  • filtering reports by customer, employee and date range
  • export to a convenient CSV file for further preparation for the customer

Mini CRM

Customers

  • a complete customer database for which you can schedule jobs
  • marking a new customer as "prospective" for future jobs
  • adding the full customer details needed for a job along with notes
  • setting "reminders" for a given customer, e.g. preparing an offer, following up at a specific time, etc., together with a reminder date
  • viewing all customers on a map, which lets you, for example, visit a customer in a given area while on another job
  • defining "tags" assigned to customers, e.g. indicating the various services offered or customer types
  • filtering customers by tags and by the statuses "active", "prospective", "archived"
  • browsing the list of jobs carried out for a given customer - current and archived
  • browsing documents attached to a customer, e.g. contracts, invoices, notes, protocols
NEW FEATURE

Chat module

Messages

  • an internal chat option for communication within the company
  • group conversations among all users in the company
  • group conversations within scheduled jobs with the people assigned to the job
  • one-on-one conversations with every app user
  • chat available both in the desktop version and in the mobile apps

People

Employee list

  • browsing all of the company's employees and contractors for whom you want to schedule jobs
  • filtering app users by the statuses "active", "invited", "inactive", "archived"
  • deciding whether a given employee will be able to use the app
  • defining a list of skills that can be assigned to employees
  • adding employees with their full personal details, skills, certifications, training, type of employment/cooperation, etc.
  • browsing documents attached to each individual employee - e.g. contracts, protocols, insurance
  • recording and tracking the salary progression for each person with the option to add a description and the date of each change
  • viewing the equipment assigned to an employee

Leave and more

Absences

  • viewing an employee's absences with a calendar view and the number of vacation or sick days used
  • adding an employee's absence or leave by the app administrator
  • submitting a leave request or reporting an absence by the employee
  • the ability for the app administrator to approve or reject a leave request
  • filtering leave requests and absences by status (pending, approved, rejected) and type (leave, sickness, other)
  • a calendar view of all employees marking their scheduled or past absences
  • syncing the absence calendar of all employees with an external calendar (e.g. Google Calendar)
  • defining company-wide days off in the calendar for everyone

Information

Documents

  • a list of company-wide documents with the ability to filter by status and category
  • defining the categories to which added documents will be assigned
  • creating predefined templates for a contract, note, handover protocol and offer
  • adding a company footer and header automatically applied to documents
  • defining a document's expiry date (for certificates, insurance policies, etc.)

Assets

Equipment

  • a complete list of the tools, devices and vehicles used in the company
  • defining the categories of added equipment and the locations to which equipment can be assigned
  • filtering equipment by defined categories, availability (assigned, free) and status (working, in service, damaged, archived)
  • adding full information about the equipment, inventory photos, purchase documents, manuals, insurance policies, etc.
  • defining an expiry date for documents added to equipment (e.g. policy validity)

Warehouse

Materials

  • a list of materials held in the warehouse - e.g. consumed during job execution
  • filtering materials by status (in stock, below norm, low stock, archived)
  • adding consumable materials by defining the unit, quantity, "low stock" level and "critically low stock" level
  • viewing information about a material and the history of material usage changes, with a preview of who, when and on which job used the material
NEW FEATURE

Role management

App access

  • app access defined differently for everyone in the company (creating roles assigned to each person independently)
  • the ability to precisely define access to every part of the app
  • defining the usage level for each part of the app (view only, create, edit, delete, assign, export)
  • the ability to define the access level to individual elements of the messaging feature
  • creating inactive users (without app access) to schedule their jobs in the company database
NEW FEATURE

TaskForce mobile

Mobile app

  • a free TaskForce companion app available on Google Play and the Apple Store
  • using the most important features while you're in the field
  • features in the mobile app limited according to the permissions granted by the administrator in the main app
  • viewing upcoming reminders, scheduled jobs and leave/absence requests
  • managing and completing jobs (adding jobs, changing job status, adding files, etc.)
  • managing customers (adding customer or prospective customer details, saving notes e.g. from meetings)
  • browsing the employee list, your own profile, and the option to upload documents
  • automatic GPS detection of an employee's arrival at a scheduled job location and a notification prompting them to log their work time
  • the ability to manually log work time on a job
  • submitting leave requests and absences, e.g. sick leave, for the administrator's approval
  • access to the "Messages" module - the chat feature - in the mobile version: messages on the company-wide channel, in job groups and one-on-one