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Task & Field Management: every job visible, from assignment to closure
CloudotNet Task & Field Management is cloud-based task management software that lets you follow the work you hand out to your team in one place, from assignment to closure. Faults and work orders, service and installation jobs, inspections and scheduled maintenance sit in the same list. Your field team closes jobs from their phone with photos and checklists, and you see it instantly from the office.
Problems it solves
Jobs get lost in chat groups
A job is posted in a chat and then forgotten. Every job becomes a record, so everyone can see who has it and where it stands.
“Done” — but no proof
Before / after photos, checklists or a signed report can be required. When a client or manager asks, you have dated proof.
Recurring work gets missed
Daily checks, monthly maintenance or yearly inspections are set up as recurring tasks; they open by themselves when they're due and go to the right person or group.
Nobody knows who is doing what
Card, list and Kanban views show who has each job and where it stands. Jobs go to a person or a whole group, and the “Overdue” filter shows anything stuck right away.
Month-end reports take days
Open, completed and overdue jobs are visible in real time. You see what the team delivered without waiting for month end.
What's inside
- Tasks and work ordersCard, list and Kanban views; priority, job number, filters and date filters such as “Overdue”
- Field teamClose jobs from the phone with photos and checklists
- Checklists and surveysSub-items; surveys filled in before a job starts or before it's completed
- LocationsBuilding › floor › area location tree, follow jobs by location
- Recurring jobsScheduled maintenance and checks open by themselves as recurring tasks
- GroupsAssign a job to a person or a whole group
- Proof and documentsBefore / after photos, required documents
- Status and progressPause, Resume, Cancel, Reopen; progress percentage worked out from sub-items
- Live trackingReal-time updates, unread markers and the task's history
Example processes
These processes are examples of what you can build with Process Design. You set up your own process by choosing the steps, and we're happy to help with the setup.
- When
When a fault task is completedThe technician adds before / after photos and finishes the job
- If
If the priority is “Critical”Otherwise people are notified straight away
- Who approves
The technical lead approves the closureIf rejected, the technician is notified
- Notify
Notify the managerEmail and in-app notification
- When
On the 1st of every month at 09:00Starts on a schedule
- Notify
Remind the maintenance group of this month's jobsMaintenance tasks open by themselves as recurring tasks
- Wait
Wait 25 daysThe team closes the jobs with the checklist
- Notify
Send the maintenance manager a month-end reminderOpen jobs show up in the “Overdue” filter
- When
When an installation task is completedThe handover report is a required document; the job can't be completed without it
- Notify
Notify the sales teamEmail and in-app notification
- Wait
Wait 3 daysGive the customer time to use the installation
- Notify
Remind the sales rep to call the customerEmail and in-app notification
Related use cases
- Assign jobs to field staff and have them closed with photos
- Keep track of the jobs that get lost in WhatsApp groups
- Track scheduled maintenance without a spreadsheet
- Turn a fault report into a work order and follow it through
- Have checklists and inspection forms filled in on the phone
- Keep equipment and vehicle records, with their service history, in one place
Related industries
- Facility Management
- Maintenance & Repair
- Construction
- Energy & Solar
- Telecom Field Ops
- Hospital Operations
- Health & Safety
- Quality Management
Other solutions: Process Design, Records & Forms Higher plan · All solutions →
Frequently asked questions
What does task management software do?
Task management software brings the work you hand out to your team into one place: who has it, where it stands, and when and how it was closed. With CloudotNet everyone, including the field team, follows it from their phone too.
How does the field team close a job?
Staff see their own jobs in the phone's browser, fill in the checklist, add before / after photos and complete the job with a single tap. No app download is needed.
How are recurring jobs tracked?
You define the job once as a recurring task: how often it happens, which person or group it goes to and which checklist closes it. When it's due, the job opens by itself, and late jobs show up in the “Overdue” filter.
Can I manage more than one branch, site or facility?
Yes. You open each one as a separate project, all under the same company account. You define your locations and follow jobs by location.
How many users can I add? Does the price change?
The number of users doesn't change the price. Create a free account and invite your whole team.
Got a question? Let's talk directly.
Tell us about your work and we'll walk you through the right setup on screen. Or just give us a call.
Prefer to try it yourself? Create a free account →
