App Walkthrough Video

Step 1: Log Into The App

  1. Open the TaskEasy Contractors App

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

  3. Select “Login” 

Step 2: View Your Schedule

Upon signing in to the TaskEasy for Contractors App, you will be directed to a calendar view of your schedule. From here, you can see what days during that month you have tasks scheduled (look for the green dots).

To get a closer look at the tasks you have scheduled, click on the day of the week you're inquiring about. From here, you will have the ability to sort the tasks on your schedule by distance, a specific address, if they're late etc. 

Depending on the type of tasks you have on your schedule, you'll see a variety of banners and icons. Here are what those represent:

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 and it's past the expected service date.

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

Now that you're familiar with 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 the property tracing, payout, etc.. 

Customer Notes
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.

Task Notes
Task notes are very similar to customer notes, except they are from TaskEasy. You should treat these the same as customer notes. 

Scope Of Work (Tasks)
Before starting any task review the scope of work so you know what equipment you will need, what work you will be completing, and the tasks expectations. 

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 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 on the property, mark them in the app by clicking on the orange square 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 – Always leave a comment if you're not able to complete any part of the task or you feel there is something important that the TaskEasy team should know after your visit. 

Once you are done leaving a note, tap “Finish” one more time and you have completed your first job using the newest version of the app! Congratulations.