Field service management software for the office and the field
From intake to payment, all from one application. Whether behind the desk at the office or in the field, Mr. Task provides fluid communication via job updates and payment confirmations to keep your business as productive as possible at all times.
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Operations
Customer Finances
EstimatesGenerate an estimate straight from your project, with line items and attached images ready for customer approval. Create estimates from the office or on the road with the mobile app. A copy is always stored inside the project, so you never lose track.
Customer Approvals & NTESet a budget, the NTE or not to exceed, on the project, on a job, or even for a specific field technician, so you always have full control of your finances. Customer Approval is a status carried right on the project, so sign off is tracked exactly where the work lives.
Job AttachmentsUpload before and after photos, parts, PDFs, or any other file type, stored on the job or on the project. Photos taken from the mobile app are cloud based and upload in real time, and attachments can be added to invoices and estimates.
Project ManagementManage large, elaborate projects involving multiple jobs the same way you would run a quick one hour job, because the workflow stays consistent. Take on your biggest projects without changing how you operate.
GPS TrackingTrack where your field technicians are at all times. Give customers a realistic timeline, so they always know when the technician is going to arrive.
Payment ProcessingProcess credit cards from the office or on the road with the mobile app, including tap to pay for ultimate security. It is all cloud based. However you take the card, the payment attaches to the invoice and updates the project’s finances in real time.
InvoicingInvoices attach to projects. Run one invoice per project, per job, or even per line item as needed. Flexible finances let you accommodate any type of customer.
QuickBooks IntegrationSync invoices, payments, and customers to QuickBooks for a streamlined accounting process. No invoice or payment gets lost, and everything happens in real time.
In the office, on the road
Mr. Task is field service management software that covers both sides of the job. In the office, it handles scheduling, dispatching, invoicing, and reporting. In the field, the mobile app runs the job itself, from photos and signatures to payment on site. If you own the business and do the work yourself, Mr. Task puts the office in your pocket. One person can book the job, finish the job, and get paid without a single trip back to the desk.
Mobile Dashboard
Finances
Invoicing and Ready for Invoicing sit right across the top of the dashboard, so you have immediate access to every invoice. What is billed, what is waiting, always one glance away. Tap any invoice to open it and see exactly where it stands.
Offers & Leads
Accept offers the moment they come in, whether or not you are on the road. Leads land in the same place, so nothing sits waiting for someone to get back to a desk. One tap and the work is on its way to the schedule.
Estimates & Jobs
Send out estimates, track them, and convert them to jobs. Offers convert to jobs, leads convert to jobs. As the business owner you see every job on the dashboard, even the ones not assigned to you.
Calendar
Job Sync
The calendar is cloud based, so updates from other users or from the dispatch page land here in real time. Status colors move as the day moves, and what you see is always what the company sees. There is no refresh button to hunt for, the screen simply stays current.
Team Scheduling
Built for business owners and managers. Open the calendar of any field technician on the roster and always know what is going on across the whole team. One roster, one calendar, no phone calls to find out who is where.
Jobs & Navigation
Start your morning with your exact route. Open any job directly from the calendar, and pull up Google Maps for the drive with one tap. Fewer taps between you and the next stop of the day.
Jobs on the go
Job Management
Everything you see in the job view on the web hub is here. Work the job exactly as you would from the hub, including jumping to its project, because the only difference is that you are on the road. Update the status and close the job out right on site.
Customer Management
Collect the customer signature on completion, upload before and after pictures and attachments, and track customer approval right on the job. Use Messenger to keep customer support in the loop, so everyone knows what is going on. Everything the customer signed off on stays attached to the job.
Scope & Billing
The full job scope lives in the job view, with every line item and its numbers. Create estimates and invoices straight from the job, without touching a computer. Finish the work, bill the work, all from the same screen.
See it in action
A customer calls and the job goes into Mr. Task while they are still on the line. In just a few seconds it is scheduled, assigned, and the field technician has been notified on their phone. They can see when it is scheduled for, and the full job description is already there, so the work can start without a single follow up call.
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Frequently asked questions
Who is Mr. Task built for?
Mr. Task is built for contractors and field service businesses of every size. That includes the owner who runs the whole business alone from a truck, and teams with an office, dispatchers, and crews in the field. If your work starts with a customer call and ends with an invoice, Mr. Task fits how you already work.
Can one person really run their whole business on it?
Yes. The mobile app puts the office in your pocket. You can take a lead, book the job, do the work, collect a signature, and get paid on site, all from your phone. No trips back to a desk and no paperwork piling up in the truck.
How much of my business can Mr. Task actually handle?
The whole job, from intake to payment. Scheduling, dispatching, work orders, estimates, invoicing, payments, customer records, and reporting all live in one platform. Every step feeds the next, so nothing gets retyped and nothing slips through the cracks.
What devices does it work on?
Mr. Task runs in any web browser on a laptop or desktop, and the mobile app is available for both iOS and Android. Everything stays in sync in the cloud, so the schedule you see in the office is the same one your crew sees in the field.
Does it work with QuickBooks?
Yes. QuickBooks sync keeps your invoices and payments flowing into your books automatically, so your accounting stays accurate without double entry.
Do I have to replace the tools I already use?
No. Most businesses start with the piece that hurts most, like scheduling or invoicing, and grow into the rest. Because everything is one platform, each feature you adopt makes the others more useful.
