Not a feature list of one-liners - a real explanation of what each part does, how it works, and how it connects to everything else. Read through it and see for yourself whether this is genuinely built for how you work.
Every job is its own record from the moment it's reported — whether that's a client calling in, a client submitting it themselves through the End-User App, or the system generating one automatically. Each job card carries a priority, a status, an assignee, and a full activity log of every comment, status change, and action taken against it, so anyone can see exactly what's happened and when without having to ask around.
For clients on a recurring maintenance schedule, a job card generates itself automatically the moment a check comes due — no one has to remember to raise it manually. It arrives pre-filled with the checklist for that site, ready for a technician to work through.
At the end of a shift, a technician logs what's outstanding, what's been completed, and anything the next person on site needs to know. It's a permanent record, not a verbal handoff that gets lost — the next technician can read exactly where things stood before they arrived.
Any job card can be generated as a clean, printable document on the spot — useful when a client wants a physical copy signed on site, or for your own paper records.
Configurable checklists that both technicians and clients complete as part of a job. Any answer flagged as a concern is automatically surfaced for follow-up, rather than sitting unnoticed in a completed form.
Team & upA job isn't done until three things happen: the technician confirms the work, the client signs off electronically on the spot, and a manager gives final approval. Once all three are in, a complete PDF — with photos and every signature — is emailed out automatically, with nothing to assemble by hand.
Business & upAn executive view across every technician's week, or filtered down to just one person, colour-coded by technician and priority — so dispatching the next job means actually seeing who's free, not guessing.
Technician locations update automatically from the mobile app onto a live map. Before dispatching a new job, you can see at a glance who's actually closest, instead of calling around to check.
Team & upEvery monitored device reports its status back continuously. From directly inside a job card, a technician looks up the relevant device by the username on the ticket and connects in one click — there's no separate RMM console to open, no IP address to hunt down first.
Team & upCritical servers are watched around the clock from the always-on Office Server, not from a technician's own PC that might be switched off. The moment one goes down, a job card is created automatically and both an email and a push notification go out immediately — nothing waits for someone to happen to notice.
A network scan shows every device actually present on it. Standalone gets a basic scan; Team and up get the full picture, including devices that were never manually added as assets.
A living, always-current record of every static IP, VLAN, and subnet across every site you manage — the kind of reference sheet that normally lives in someone's head or a forgotten spreadsheet.
Check a server's power state and health, or power-cycle it remotely, directly from its asset record — no separate BMC login, no switching tools mid-job.
Team & upPull live client and device data straight from a site's UniFi controller without opening a separate browser tab or logging into a different system.
Team & upA full terminal session to any server, opened directly from its asset record in TaskForge — no separate SSH client to configure with saved connections.
Team & upJob updates go out to clients automatically over WhatsApp — configurable per client, so it's only active where a client actually wants it. No separate messaging app for your technicians to juggle alongside everything else.
Team & upAn incoming call is matched instantly against your clients and staff records, so their details pop up on screen before you've even picked up — with a new job card one click away if the call turns into one.
Team & upPasswords stored properly — encrypted at rest, not in a spreadsheet or a sticky note. They're organised into your own, shared, and per-client credentials, and every single view or change is logged automatically, so there's a real audit trail if you ever need one.
Ask plain-language questions like "what's overdue" or "what's down right now" and get a real answer pulled from your actual data. Works rule-based by default with no setup, or connect your own Gemini key for fuller natural-language understanding.
Team & upEvery technician's contact details and role, one click away — useful the moment a client asks "who's coming out?" and you need an answer immediately, not after checking three places.
A common drop for site diagrams, configuration files, and reference documents your whole team needs to reach, instead of scattered across individual laptops.
Staff submit leave requests — annual, sick, unpaid, or other — with a date range and a reason. A manager approves or rejects each one directly, and the full history stays visible either way, properly tracked instead of living in a spreadsheet or a chat message.
Team & upKnow exactly what's installed where — make, model, warranty status, and a complete history of every job that's ever touched that specific device, not just a static inventory list.
Print a QR code onto any physical asset. Scan it with a phone on site and its full record comes up instantly — no searching, no typing in a serial number by hand.
Track what's actually on the shelf, and get warned before you run out mid-job rather than discovering it stood in front of a client.
Every supplier and their support line kept in one place, instead of a sticky note or a scattered set of old emails you have to search through.
Printer setup guides, common fixes, and reference articles your whole team can search instantly — so a fix one technician worked out once is available to everyone else going forward, not lost once that ticket closes.
Team & upRegister your vehicles with a cost-per-kilometre rate, and job cards calculate real driving-distance travel charges automatically — including multi-stop days — instead of estimating or leaving travel off the invoice entirely.
Team & upA rollup view across every site and every technician in one place — the numbers leadership actually wants to see, without having to build a report to get them.
Business & upSeparate monthly remote and onsite hour quotas, set per client, with only the specific work types you choose actually counted against them. Go over the agreed hours and it flags automatically before you bill outside the contract, rather than finding out during a client dispute.
Business & upA genuine client hierarchy — each client's own sites and locations live properly underneath them, not mixed into a flat list alongside your own offices. This structure is also what powers the Client Map, since it's the site addresses that get plotted.
Business & upSLA contracts, Letters of Good Standing, tax clearance certificates, and similar documents are stored per client, each with its own expiry date. Anything expiring soon shows up as a live count on the main dashboard, so a lapsed document doesn't go unnoticed until a client asks for it.
Business & upA custom report builder with real exports, for anything the standard dashboard views don't already cover.
Business & upEvery client site with a valid address is plotted automatically onto a single map — geocoded the moment the address is saved, with nothing extra to configure. See your whole coverage area at a glance instead of picturing it from a list.
Business & upTrack a prospect — company name, contact details, an estimated deal value — through stages from first contact to won or lost. The moment a lead is marked won, converting it creates a real client record directly, with the contact details already carried over, and the original lead stays on record as a history of where that client came from.
Team & upBuild a quote, convert it into a confirmed sales order the moment it's accepted, and generate the client invoice from it — all one connected flow using the exact same line items throughout, with nothing re-typed at any step.
Team & upSpawn a supplier purchase order directly from a sales order, to cover the parts needed to actually fulfil it — linked back to the order that triggered it.
Team & upLabour hours, travel distance, and any parts used on a job all roll up automatically into an invoice the instant that job card is signed off — nothing has to be manually reconstructed from memory after the fact.
Team & upSet COD or 30-day payment terms individually per client. An overdue balance, or a COD client with an outstanding amount, flags automatically before any new work proceeds — catching it before the job, not after.
Business & upTechnicians submit fuel, parking, tolls, and other job-related expenses — amount, date, a short description — directly from the app. A manager approves or rejects each claim, with the total pending amount visible at a glance.
Team & upTaskForge uses proper role-based access control - not everyone with a login can do everything. Job sign-off requirements scale with the role too: a Technician's work needs three separate sign-offs (technician, a senior/manager/accounts reviewer, and the client), while a Manager or Senior Technician can sign off with just their own approval and an optional client signature.
Primarily focused on doing the work - full access to jobs, assets, stock, network information, RMM, remote access, operations, maps, clients, and expenses. Leave is application-only, and technicians can't reach administrative controls like SLA policies, accounting administration, or system settings.
Everything a Technician has, plus supervisory reach: the job archive, reports, the executive dashboard, the sales pipeline, SLA policies, vehicles, accounting documents, alert rules, settings, and additional sign-off authority on completed jobs.
The broadest operational role - technical operations, HR, accounting, and reporting all in one. Managers approve leave, manage accounting functions, access executive reporting, sign off jobs, manage SLA policies, and reach system management functions.
Focused on financial and administrative operations, while retaining visibility into the business: accounting templates, quotes, sales orders, purchase orders, job invoices, and statements. Accounts can also approve leave, access reports, and participate in job sign-offs.
Built for anyone who needs visibility without the ability to make changes. Read Only users can see selected jobs, reports, maps, clients, accounting documents, and compliance information - but they can never sign off a job card or alter a record.