App Walkthrough Video

Step 1: Log Into The App

  1. Open the TaskEasy Contractor App

  2. Log in using your username (email) and password

  3. Select “Login” 

Step 2: View Your Schedule

Upon signing in to the TaskEasy Contractor App, you will be directed to the schedule tab where you will be able to see all of your tasks for any given day. You can navigate through your schedule by clicking on the arrows at the top of the app. Each task will have important icons associated with them:

New - This is the first time the task has been on your schedule. Avoid rescheduling “new” tasks as customers are more likely to cancel if they are rescheduled for their first service.

Note -  A message or comment from the customer specific to the property. 

Late -  The task has not been completed.

Number - (1, 2, 3, etc.) – How many times the task has been rescheduled prior to being completed.

Task Icon - This will change from task to task but the icon represents what type of work you will be completing.

Red Thumbs Down - Your job has been rejected.

Second Chance - After a job has been rejected a second chance job will be added to your schedule.

Step 3: Select A Task To Complete

From your schedule,  tap on the address of the task you want to perform. With your finger, scroll through this section to review property address, customer requests, the scope of work and the property tracing. 

Customer Requests
It is very important that you review the customer requests on every task so that you aware of their expectations and most importantly so that you don’t miss anything.

Scope Of Work
Before starting any task you should review the scope of work so you know what equipment you will need, what work you will be completing and what the expectations of the job are.

Property Tracing
Check the property tracing to see where the customer is expecting service. The green areas represent the grassy areas they want service performed on

Step 4: Upload Before Photos

After you have reviewed the job details, you should walk the property and start taking before photos to show the condition of the property. Because we require before photos on every job, we have created simple photo-sets to show you where to take photos from. To add before photos:

  1. Go to the task details and tap “Add Before Photos”.

  2. Click the camera icon of the photo you want to take or upload.

  3. Proceed by taking or uploading the photo.

  4. Once all of your before photos are uploaded to the task, proceed by taping “Done”

Step 5: Complete The Scope Of Work Using The Sub-Task Features

Now that the before photos are uploaded, you can start to complete the scope of work as outlined in the sub-tasks. As you complete each sub-task, mark them down in the app by swiping right or tapping on the button next to the service description.

Step 6: Upload After Photos

Once the sub-tasks are complete, show the customer how great you did by uploading after photos to the task. To add after photos:

  1. Go to the task details and tap “Add After Photos”.

  2. Click the camera icon of the photo you want to take or upload.

  3. Proceed by taking or uploading the photo.

  4. Once all of your after photos are uploaded to the task, proceed by taping “Done”

Step 7: Finish The Job

Now that the job is fully completed, mark the job complete in the app by tapping the orange “Finish” button. After marking the job complete, it will prompt you to leave a comment – you can write what services you completed on the property or leave it blank. Once you are done leaving a note, tap “Finish” one more time and you have completed your first TaskEasy job. Congratulations!