Mobile workers (working in the field) have access to an up-to-date task list. Each task contains all the information needed to get the job done. Any task status updates, reflecting real-time progress, are instantly visible to the planner/dispatcher.
GeoTask is available on Google Play and the App Store.
Task Lifecycle Management – the dispatcher knows where you stand
All you do is update the task status in the mobile app, and the system automatically generates an accurate timeline and logs your progress. The dispatcher knows what you’re doing, and you don’t waste time on extra reporting.
Digital forms – paperless, organized data
Fill out a digital form pre-configured by the dispatcher right on your mobile device. Field data flows instantly into the central database, so you never have to retype info from paper notes again.
Task breakdown – step-by-step workflow (new!)
Complex orders display as a handy checklist featuring step-by-step tasks. You can even log extra work agreed upon with the client as separate actions.
Closing codes – close a task in just a few clicks (new!)
Instead of typing out descriptions manually, simply select a reason for closing the task from a pre-set list (e.g., “Incomplete -> Client absent -> No contact”).
Specific closing codes can trigger automations, for example, completing a task can automatically generate an invoice or order parts in your ERP system.
Quick access to documentation – one button for crucial data (new!)
Thanks to a button with a dynamic link based on task data (coordinates, invoice number, order ID), a single click opens documentation, your CRM, or a billing portal to find relevant order info.
Need a summary document with a customer signature? You can generate it in seconds.
Third-party integrations – one tool for everything
Stop constantly toggling between multiple apps on your phone screen! Because GeoTask integrates with other systems used in your company (like CRMs or ERPs), you can do all your work from one convenient mobile app.
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