Customers
Every property, contact and agreement, with the history of earlier visits on the record.
Example configuration 01
Customers, assignments and hours in one place, with invoicing prepared from the work itself. This is one example of what StreamTask becomes when it is shaped around a service business.
An example, not a package. The shape is what matters; the details are configured around your business.
Companies that send people out to do the work: installation, maintenance, repairs, inspections, cleaning.
Teams where the same customers come back, and the history of every earlier visit matters on the next one.
Businesses where hours and materials must end up on the right invoice, without a week of admin at month end.
Example data. Every company, person and figure shown is fictional.
Each part is a module of the same platform, connected to the others through the records your team already works in.
Every property, contact and agreement, with the history of earlier visits on the record.
Each job from request to completion, with status, technician and materials.
Hours logged on the assignment they belong to, ready for payroll and invoicing.
Who is where, this week and next, across teams, vehicles and on-call.
Completed work gathered with its hours and materials, checked once, then handed to accounting.
Photos, checklists and certificates stored on the assignment they belong to.
Start with what you need. Add what comes next.
The two records everything else attaches to. Most service companies are up and running here first.
When the calendar gets crowded, planning and hours join the same picture, on the same assignments.
Invoicing prepared from the work itself, and the figures you follow drawn live from the same records.
Every StreamTask solution is introduced through a guided implementation: understood first, shaped with you, launched when the team is ready.
StreamTask is currently introduced through a guided implementation. We work closely with each business to configure the right structure, migrate existing information and prepare the system for launch.
Tell us a little about your business and we will get back to you personally.