You can make a task for just about anything including enquiries, customers, quotes, orders or equipment. Because each hire business is different, the task feature is super flexible and helps to coordinate , systemise and streamline your day-to-day operations.
Stay on top of all the things you need to run your business with advanced task management tools.
Capture important information and ensure your business processes are followed by creating task types and using custom fields. Add mandatory fields to task types, such as requiring a photo to be attached when checking an item back in, or that the customer must sign when picking up their equipment.
Always stay on top of what needs to be done. Some tasks are created automatically when a customer makes an enquiry online through your Webshop, while others can be created whenever you need them.
Assign tasks to your team members, link tasks to products, orders or even customers. You can even create tasks to organise deliveries, plan repairs on your equipment and schedule meetings with your customers.