Most IT businesses run their operations in one system and their commercial side in another, reconciling the two by hand at month end. TaskForge keeps quotes, sales orders, invoicing, and client credit control in the same platform as the job cards and assets they're actually based on - so the numbers leadership sees are the numbers the technicians produced.
Build a quote, convert it to a confirmed sales order the moment it's accepted, and generate the client invoice from the same data - no re-entering line items at each stage. Spawn a supplier purchase order straight from a sales order to cover the parts needed to fulfil it, and let job costing roll labour, travel, and parts into the invoice automatically once work is signed off.
Executive dashboards give a rollup view across every site and technician in one place. Client billing terms and credit control flag an overdue or COD-outstanding account automatically before new work proceeds, and compliance document tracking keeps SLA contracts, tax clearance certificates, and other paperwork on file with expiry warnings built in.
One connected flow, one set of line items - from first quote to final invoice.
COD or 30-day terms per client, with an overdue account flagged automatically.
A rollup view across every site and technician - the numbers leadership actually wants to see.
Track prospects from first contact through to a signed client, without a separate tool.
SLA contracts, Letters of Good Standing, and tax clearance certificates, with automatic expiry warnings.
Leave requests, approvals, and staff records - properly tracked, not a spreadsheet.