ORGANIZE AND CENTRALIZE PROCESSES
Processing invoices, following up on estimates, providing vital job information to technicians…your office staff has so much to do on a daily basis. Having work order management software means they can find everything in one place and get through work faster than ever before.
BOOST YOUR OFFICE STAFF'S PRODUCTIVITY
Get office tasks in front of the right people in an instant—there’ll be no more tasks lost in the shuffle and your staff will be able to organize their time and put their focus exactly where it’s needed.
KEEP ALL YOUR INFORMATION IN ONE PLACE
Nothing beats a face-to-face conversation, but it sure is hard to keep track of a tap on the shoulder and a request for what should be a quick office task. With work order management software, you can make tasks digital and accessible from anywhere.
- Quickly create tasks for your team
- Field technicians can raise tasks
- Set up personal tasks
- Receive notifications when tasked
- Link tasks to jobs or estimates
- Tag tasks to group them together
Easily create tasks and notify staff
The office task management tool allows staff to raise and delegate tasks to other team members to ensure smooth and efficient communication. This is ideal for field technicians to request admin tasks and directly notify the relevant team member, however, it can also be used for setting personal tasks too. The assigned user receives a notification and can then mark tasks as “Completed” when ready.
Link office tasks to jobs and estimates
Office tasks can be linked to any estimate or job to keep all relevant data in one place. Once completed, the system records the time the task was completed and by who. This information stays logged against the job or estimate, so you can always review work and the assigned office tasks to see exactly what occurred.
Stay organized with task tags and reports
Commusoft’s reporting tool allows you to view all created office tasks and filter by criteria such as customer, user, type of work, and more. By tagging office tasks with a hashtag, related tasks can be grouped together to provide more detailed reporting. This means every office task relating to parts could be tagged with #parts, so you can filter to show only tasks including that tag. Tags are entirely customizable, so can be set up to structure task reporting as you prefer.