Built from real dispatch-desk requirements and refined in production every week. Jobs, field documentation, money and alerts — one system, five roles.
Reference number, customer, job site, assignee and field technician, priority, category, follow-up date, NTE and cost, tags, check-in notes, files, quotes, invoices and the full activity log — on one page.
Your own colour-coded status list (Open, Scheduled, Onsite, Quote Required, Job Done, Invoiced…). Overdue and due-soon are flagged automatically; waiting states never count as overdue.
Drag a card from column to column to change status. Filter by assignee, priority, customer or tag and hide the columns you do not need.
Every job as a bar from created date to follow-up date. Zoom week, month, quarter or year; overdue bars pulse so nothing slips.
Your crew with trades, coverage area, ZIP, W-9 and payment details, plus a documents vault. See who is nearby on a map with a radius search.
The office owner of a job and the field crew are separate. Changing the technician keeps the previous one on record, never erased.
A personal to-do list of the jobs you own or created, and a grouped-by-status list with totals per group.
Find any job by WO or PO number, name, customer, phone, address, assignee or check-in text. Exact PO matches come first.
An Emergency status raises an immediate critical alert and warns again if no technician is assigned within two hours.
Five file sections per job. Drag and drop photos, videos and documents, several at once, up to 500 MB per upload.
Tick the sections and download a customer-ready report with your company header. Titles itself Completion, Assessment or Work Order Report automatically.
A printable acknowledgment page with job details, description of work, signature lines and a store-stamp box for the site manager.
Timestamped comments per job. Mention a colleague to notify them; attach photos or files to a comment; thumbs-up acknowledgments.
Export any list with its current filters. Import customers, addresses, technicians, users and work orders from Excel templates.
Per-technician document storage with bulk ZIP download — insurance, certifications, W-9s, agreements.
Line items with quantity and unit price, optional tax, valid-until date and bill-to details. Approve or decline; the approved total becomes the job’s NTE automatically.
Build branded invoices with per-year numbering and Net terms, or upload one from your accounting software and let LinkTask read the amount and dates.
Not-to-exceed fills itself from approved proposals or invoices. Cost and profit are visible to administrators only; a job cannot reach Ready for Invoice without a cost.
Quoted, cost, gross profit, billed, collected and outstanding — by customer, technician, status and category, with a 12-month trend and receivables aging. Excel and PDF statement.
Request, approve and record payments to field crews (Zelle, check, card, PayPal, Venmo…) with reference numbers, a warning when payments exceed job cost, and a payments report.
Every invoice with its aging bucket. Mark paid one at a time, in bulk, or everything invoiced before a date.
The in-app bell, browser pop-ups, the mobile app and email — per event, per role, controlled centrally by the administrator.
Quote Required and Job Done remind after 24 and 48 hours, Need to Update Client after 24 hours, Awaiting Approval after 30 days, Recall after one hour (snoozable).
Fire a notification when a job reaches a chosen status, when a follow-up is N days away or when a job is created — and broadcast announcements to a role.
Assignments, mentions with the comment quoted, updates and alarms arrive as a branded email card with an Open button. SMTP readiness check and test email built in.
Administrator, Project Admin, Supervisor, Editor and Commentor — each sees and does only what the role allows, down to financial figures.
Your app name, legal name, address, phone, emails, currency symbol, accent colour and logo — applied to every page, PDF, email and the built-in user guide.
One-click backup of database and media, download or upload, restore in a click. A daily automatic backup with an off-site copy.
A searchable history of every change, plus a per-user, per-day report of sign-ins, actions and active minutes with shift-window support.
Display times in Beirut or a US zone, per user — ideal for a Lebanese back office serving US customers.
HTTPS, hashed passwords, idle sign-out, lockout protection against password guessing, and a private instance per company.
Everything — users, finance, reports, branding, backups, notification rules and the audit log.
Runs the jobs: any work order, invoices, proposals, statuses, master data — without the financial figures.
Create and manage work orders, customers and technicians; editors handle only the jobs they own.
View jobs and add comments and photos — for field crews, subcontractors or a customer contact.
The built-in permission matrix — no configuration needed, just pick a role per user.
| Capability | Administrator | Project Admin | Supervisor | Editor | Commentor |
|---|---|---|---|---|---|
| View work orders & add comments | ✓ | ✓ | ✓ | ✓ | ✓ |
| Create work orders; edit own / assigned | ✓ | ✓ | ✓ | ✓ | — |
| Edit & manage any work order | ✓ | ✓ | ✓ | — | — |
| Customers, addresses, technicians | ✓ | ✓ | ✓ | ✓ | — |
| Proposals: create, edit, approve | ✓ | ✓ | ✓ | ✓ | — |
| Export to Excel; technician documents | ✓ | ✓ | ✓ | — | — |
| Delete work orders, customers, files | ✓ | ✓ | — | — | — |
| Invoices & billing | ✓ | ✓ | — | — | — |
| Financial figures (NTE / cost / profit) | ✓ | — | — | — | — |
| Finance, technician payments, reports | ✓ | — | — | — | — |
| Users, tags, backup, activity, notifications | ✓ | — | — | — | — |
Request a live demo and we will give you a login on a demo instance with sample work orders — or walk you through it on a call.
