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Home / Features / Task Management and Job Scheduling Software for Field Service Teams

Task Management and Job Scheduling Software for Field Service Teams

Create, assign, schedule, and track every field service job from one drag-and-drop board. Set priorities, add checklists, attach files, and keep every technician productive and accountable.

Task Management and Job Scheduling Software for Field Service Teams
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Create Detailed Field Jobs with Checklists and Priorities

Create Detailed Field Jobs with Checklists and Priorities

Field technicians need clear job instructions before arriving on-site — priorities, checklists, equipment details, and attachments all in one place. Without this, every job starts with phone calls and confusion.

Detailed job assignments — priority levels, deadlines, and checklists so technicians know exactly what to do
Full context attached — files, notes, and equipment details included with every job
Role-based visibility — technicians see their tasks, managers and dispatchers see the full picture

Every technician arrives prepared — no extra calls, no missing information, no wasted site visits.

Real-Time Task Tracking for Field Service Dispatchers

Real-Time Task Tracking for Field Service Dispatchers

Dispatchers need real-time visibility into every active job — who is where, what stage each task is at, and whether schedules are holding. Without it, they're always reacting instead of managing.

Live map tracking — see every active job with real-time status updates
Instant push notifications — technicians receive new assignments and can update progress from their phone
One-click reassignment — adjust schedules or redistribute jobs when priorities shift

Dispatchers manage proactively — real-time data means fewer surprises and faster adjustments.

In-App Communication Between Office and Field Crews

In-App Communication Between Office and Field Crews

Communication scattered across chats, emails, and phone calls gets lost. Job-related messages need to live inside the job record where everyone can find them.

In-task communication — comments, photos, and status notes attached directly to each job
Full conversation trail — every message stored in task history for audits and dispute resolution
No scattered channels — all job communication in one place instead of chats and emails

Every conversation tied to the job — nothing gets lost, everything is auditable.

Accountability and Productivity Across Every Field Job

Accountability and Productivity Across Every Field Job

Knowing who completed each task, when it started and finished, and whether all steps were followed builds accountability across the entire team.

Completion tracking — who did what, when, and whether all checklist items were fulfilled
Bottleneck analytics — completion rates, average job duration, and workload per technician
Data-driven staffing — use performance data to optimize scheduling and improve first-time fix rates

Clear accountability records drive better scheduling, smarter staffing, and continuously improving service quality.

Free forever

Start with the Free Plan

No time limits. Get full access to core features and upgrade when you're ready.

Up to 2 team members
Task management & scheduling
Digital Forms
Mobile app for iOS & Android
Reports

Frequently Asked Questions

How do I create and assign tasks?

Create a job with details — description, checklist, priority, client, address, and time window. Assign it to a technician or let smart dispatch choose the best match.

Is there a drag-and-drop scheduler?

Yes. The visual scheduling board lets you drag jobs between time slots and technicians. See the full day, week, or month at a glance.

Can I set priorities and deadlines?

Yes. Mark jobs as low, medium, high, or urgent. Set deadlines and the system alerts you if a job is at risk of running late.

Can I add checklists and attachments to tasks?

Yes. Each task can include step-by-step checklists, file attachments, photos, notes, and special instructions for the technician.

Do technicians get notified of new assignments?

Yes. Techs receive instant push notifications when a job is assigned, updated, or rescheduled. They confirm receipt in the app.

Can I see all jobs across my team in one view?

Yes. The dispatcher dashboard shows every job across all technicians — filterable by status, date, priority, zone, or client.

Is task management included in the base plan?

Yes. Task management and scheduling are part of the Tasks base module, which is free for up to 2 employees. For larger teams, it costs $5.00 per employee per month.

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