CRM
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SALES
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PROJECT MANAGEMENT
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INSTALLATION
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PERMITTING
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COMMISSIONING
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TECHNICIAN SCHEDULING
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MAINTENANCE
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MOBILE TOOLS
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FIELD SERVICE
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CRM | SALES | PROJECT MANAGEMENT | INSTALLATION | PERMITTING | COMMISSIONING | TECHNICIAN SCHEDULING | MAINTENANCE | MOBILE TOOLS | FIELD SERVICE |
Features
taskbridge is designed to enhance your customer interactions and provide an exceptional user experience. Here are some of the standout features that make our all-in-one tool a cut above the rest:
Project Management
taskbridge offers effortless project management at your fingertips, making it simple to stay organized and in control.
Organized timelines and stages keep projects on track.
Clear accountability assigns roles and responsibilities to team members.
Enhanced visibility allows seamless task handoffs, even when team members are unavailable.
Document storage saves and organizes contracts and important files in one place.
Notes sections keep critical project details easy to access and reference.
Financial and customer tools provide quick views of invoices, cost sheets, opportunities, and contact details.
Effortless collaboration simplifies project management with an intuitive, efficient system.
Field Service
Empower your technicians with the tools they need to streamline their workflow and optimize field service operations.
Streamlined technician management simplifies field service operations.
Access project details anytime on phones, iPads, or laptops, even offline, with saved information.
Technicians can retrieve documents, collect client signatures, and accept payments directly.
Efficient scheduling allows lead coordinators to manage technician assignments and reassign jobs seamlessly when needed.
Built-in mapping optimizes routes and increasing productivity
Daily schedules are accessible on any device, eliminating the need for office check-ins.
Maximize productivity by keeping techs focused on the job, not logistics.
Ease of Use
We understand that not everyone is a tech expert, which is why we have designed our tool to be user-friendly and intuitive.
User-friendly and intuitive design
Clean and simple interface for easy navigation
Accessible on phones, iPads, and laptops
Enhances connectivity and efficiency in the office and field
Automates repetitive tasks to save time and reduce errors
Advanced analytics and reporting tools
Real-time business performance insights
Supports informed decision-making for growth and profitability
ERP Connection
Struggling with multiple software systems? taskbridge simplifies your operations by integrating with your existing ERP system.
taskbridge centralizes your business data, giving you access to sales, customer info, inventory, and financial records in one place.
Eliminate manual data entry to save time and reduce errors.
Streamline operations and access key information quickly for smarter decision-making.
Improve customer service with faster, easier data retrieval.
Integrates seamlessly with ERPs like NetSuite, QuickBooks, Great Plains, Business Central, and more.
Multi-Platform
Access your data anytime and on any device—phones, iPads, or laptops.
Technicians can work offline with automatic data saving, ensuring uninterrupted productivity.
Manage projects, customer interactions, and insights seamlessly to boost efficiency.
Enhance productivity and customer satisfaction with flexible, cutting-edge software.
Customizable and scalable to support generator businesses of all sizes.
Training/Support from our Industry Experts
Here for you 24/7 – anytime, anywhere.
Customer success is our top priority at taskbridge.
Receive exceptional training and support from generator industry experts.
Comprehensive programs ensure your team maximizes the tool’s potential.
Ongoing support is always available for questions or technical issues.
Attend training boot camps throughout the year to learn best practices.
We’re committed to equipping you with the tools and resources to thrive.
Scalable
taskbridge evolves with your business so you can grow without limits.
A scalable all-in-one tool is vital for growing and evolving businesses.
taskbridge adapts to your expanding customer base and complex operations.
Seamlessly transition from small to large operations without workflow disruptions.
Gain a complete view of customer interactions and insights for smarter decision-making.
Improve customer service, marketing, and sales with efficient management tools.
Onboarding
Expert guidance through every step, from data migration to customization.
Get started quickly with taskbridge’s seamless onboarding process.
Easy-to-use interface with extensive training and 24/7 support.
Hands-on support: a taskbridge expert will accompany technicians in the field during onboarding.
Minimal disruption to operations—start benefiting from the software immediately.
Personalized Learning Platform
Maximize efficiency with tailored tutorials and role-specific training.
Our customized taskbridge learning system, built with Easygenerator, aligns with your company's unique taskbridge software and plans.
Tailored tutorials with brand integration, reflecting your company's branding, including colors and logos.
Diverse educational tools, such as quizzes, video walkthroughs, and detailed step-by-step instructions.
Role-specific customization for different positions, including project managers, inside sales reps, technicians, etc.
Helps your team maximize taskbridge benefits, enhancing productivity and efficiency.
Not an IT Company
Say goodbye to complex IT jargon and say hello to taskbridge.
taskbridge is a tool specifically designed for generator sales and services, focusing on the unique needs of the industry.
We prioritize a customer-centric approach, offering exceptional support for a smooth, stress-free experience.
taskbridge features a user-friendly interface, streamlined processes, and efficient workflows for both office and field use.
As an all-in-one field service management tool, taskbridge enhances productivity across your organization.
We are committed to continuous improvement and innovation to meet the evolving demands of the generator industry.