Task management for contractors, tied to every job
Every to-do tied to the deal or job it's for, on the list of whoever owns it.
One task list for the whole company. Attach a task to a deal or a job, leave it on the company list, or keep it personal. Each task has an owner and a due date, and it shows up on that person's own list, sorted into overdue, today and upcoming.
How it works
01/04
Add it
Create a task on a deal, on a job, on the company list, or just for yourself.
02/04
Assign it
Pick an owner and a due date. The task lands on their list.
03/04
Work the list
Each person sees their tasks grouped into overdue, today and upcoming, with the deal or job named on each one.
04/04
See the team
Switch to Team or Unassigned to see who has what, and what nobody owns yet.
- Task
- Call Dana back on patio door options
- Attached to
- Dana Whitfield — deal
- List
- Deal task
An illustrative example
What our contractor task management does
Everything GoTasks handles — built in, not bolted on.
- Company tasks, deal and job tasks, and personal lists in one place
- Tasks attached to a deal
- Tasks attached to a job in fulfillment
- An owner and a due date or time on every task
- Mine, Team and Unassigned views
- Tasks grouped by schedule: overdue, today and upcoming
What changes with contractor task management
What life looks like before and after.
- Before
Job to-dos live on sticky notes, in texts and in someone's head.
AfterEvery to-do sits on one list, attached to the deal or job it's for.
- Before
You find out the permit wasn't pulled when the crew shows up.
AfterOverdue tasks sit at the top of the owner's list.
- Before
Nobody's sure who said they'd call the customer back.
AfterEvery task has one owner and a due date.
How is GoTasks different from a to-do app?
A to-do app doesn't know about your customers. In GoTasks, a task can sit on the deal or job it belongs to, so "order the patio door" lives on the Whitfield install, next to the calls, the quote and the job stage. Each task has an owner and a due date, and it shows up on that person's own list, grouped into overdue, today and upcoming. Company-wide work and personal reminders live in the same place, so nobody keeps a second list on the side. GoTasks is included on every plan, starting with the free Start plan.
When contractors use contractor task management
How operators put this to work.
- Sales
The callback that can't slip
Mike promised Dana an answer on patio door options. The callback goes on her deal with his name and tomorrow's date, so it's on his list in the morning.
- Install
Sold to installed, step by step
Ordering, the permit and the final walkthrough each go on the Whitfield install as a task with an owner, so the office can see what's done and what's waiting.
- Office
Company and personal work
Posting last week's before-and-after photos goes on the company list. Renewing your truck registration stays on your personal list.
- Owner
Nothing left unowned
Check the Unassigned view at the start of the week and give every open task an owner before it ages.
More in CRM
Explore what else ships in this category.
Sales Pipeline
Quotes, jobs and customers on one board, so nothing stalls between the call and the sale.
Appointment Scheduling
Estimates and installs booked onto your calendar, with reminders before the truck rolls.
Automated Follow-Up
Texts and emails that keep chasing the quote after you've moved on to the next job.
Every to-do, tied to the job it's for, on the list of whoever owns it.