Task Management
Keep your whole team on track. Assign work, follow up automatically, and make sure nothing falls through the cracks.
Never miss a follow-up
Essential generates tasks automatically whenever action is needed, including inspections to schedule, jobs to invoice, and quotes to follow up on.
No more relying on memory or post-it notes. Your whole team stays on top of their work, even on their busiest days.
Clear progress tracking
Know exactly where every task stands. Track progress from start to finish with custom statuses that guide work across your team.
Your entire operation stays in sync, with zero extra coordination.
View the full task history
Get a complete view of every upcoming inspection, making it easy to see what’s due, what’s scheduled, and what still needs outreach.
Each task has a clear status, so your team always knows exactly what’s been actioned and what still requires attention.
All updates are logged by user and timestamped, providing a full audit trail and total visibility across your operation.
Automate task completion
Set up your own automations so tasks auto-complete or advance based on the work done in the system.
Save time, reduce manual updates, and keep everything moving.
