People Task Manager
TASK AND CONTRACT MANAGEMENT- Simplify and automate your routine tasks
Optimize operations: reduce key staff reliance and delegate admin tasks. Drive growth: Boost billable hours and enhance client communication. Stay proactive – manage contracts and understand customer needs. Streamline tasks: adaptable checklists for efficiency.
Key Features
- Customer register
- Contract register
- GPS locations/Geofencing
- Customizable checklists
- Customer Know-how
- Route planning
- Contract offers & approval
- People replacements
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Task Management
Task Management Workflows
Automating tasks for companies makes things faster, more accurate, and keeps customers happy. It helps you compete better, saves time and resources, and empowers employees. This works for leaders and team members, making things run smoothly and smartly.
KEY FEATURES
- Streamline recurring tasks
- Control and invoice tasks
- Automate custom checklists
- Improve communication with customers
Customers & Contracts
Simplify orders and streamline invoicing
The system manages customers and contacts, allowing customization of reports and importing of data. It facilitates creating and approving contract offers with tasks and projects, integrating them into customer contracts. It also organizes contract terms, products, and projects with cost details, supporting efficient administration. Add a customizable checklist to contracts and customers.
KEY FEATURES
- Customer register
- Customer Know-How
- Customizable checklists
- Contract register
- Contract offers & approval
- Customer weekly report
Tasks
Plan Tasks Faster and Smarter
The system manages fixed and extra tasks linked to contracts. It automates tasks, tracks progress, and improves communication and invoicing. Managers oversee tasks and handle deviations for efficiency.
KEY FEATURES
- Handle fixed and additional tasks
- Leader view dashboard
- Product register
- Synchronize your products with ERP
- Customizable checklist templates
Invoicing
Order & Invoice Generation
Efficiently track order details, integrate with invoicing, sync employee and product info for easy payroll, note increased billing rate, and enhance invoicing flow with margin calculations.
KEY FEATURES
- Standard Integrations with ERP
- Export orders report
- Filter by customer and Task
- Create order line to task
- Build your products/price register
- Calculate margin for your offer
Routes
Route planning
Easily access daily route profiles with tasks organized by day. Route cards with task details are placed at the beginning of each day in the chosen date range. Gain quick insights into locations and tasks.
KEY FEATURES
- Route templates
- Route image
- Generated routes
- Locations in the generated route
- Timeline on the mobile app
GPS Location
Task handling, powered by GPS precision
Enhance interactions and teamwork with our GPS Location Map. “My Customers” streamlines customer management and task tracking. “All Customers” offers company-wide insights, and “My Colleagues” promotes teamwork with shared information.
KEY FEATURES
- Automatic clock-in to customer
- Notifications
- See my colleagues
- See my Customers
- Map view
- Privacy policy settings
- Meraki integrations/maps