Task Job

Task Job is a timeline CRM for a small team. The day's work sits on one shared timeline — tasks, invoices, quotes, expenses and customer approvals — so everybody can see what is happening without having to ask. THE TIMELINE Post a job to a day, assign it to someone, and watch it move from to-do to done. The day is banded into morning, afternoon and evening, so it reads at a glance rather than as a list. Tick a job off and everyone else's screen catches up on its own. INVOICES AND QUOTES Build a real A4 document with your own letterhead, send it, and record the payment against it. Your customer opens the same document in their own portal and approves the quote there, so your copy and their copy can never disagree. EXPENSES Staff raise a claim with a photograph of the receipt. A manager or the accountant approves it, and approving it closes the job it came from. The day's spend sits above…