Say Goodbye to Field Service Frustrations with CheckTrack!
Field service companies often struggle with one common problem communication gaps. These gaps lead to delays, confusion, and unhappy customers. That’s where CheckTrack Field Service comes in your smart solution to streamline operations and bring order to the chaos.
Why CheckTrack?
Because you deserve an app that’s built just for you. CheckTrack simplifies field service management with powerful task management features tailored to your daily needs.
Here’s how it works:
Step 1: Log in
The moment you log in, you’re greeted with a dynamic dashboard that brings everything into view.
Step 2: Navigate with Ease
The dashboard acts as your command center a clean, visual layout that highlights key features and tools, giving you instant access to everything you need.
Step 3: Get Things Done
From task assignments to real-time updates, CheckTrack ensures smooth communication and coordination between your office and field teams no more back-and-forth, just productivity.
With CheckTrack, you’ll spend less time chasing updates and more time getting things done. It’s not just an app. It’s your new field service sidekick.
Explore Powerful Features Designed for Field Service Teams
CheckTrack comes packed with everything your field service business needs to run smoothly from managing team members, payroll, leave management, handling projects, and much more.
Let’s explore Task Management
your control center for getting things done!
When you tap the Task icon, you’ll be instantly taken to a sleek, intuitive screen where you’ll find powerful options like:
Once you’re on the Task screen, you’ll see a clear overview of all your tasks whether they’re newly created, in progress, or already completed.
Filter your focus with smart options:
- Search and sort tasks with ease
- View tasks by filter: current, past, or upcoming
- See future tasks scheduled in advance
- Pick a custom date range to view only the tasks that matter most to you.
Everything is designed to help you stay organized, save time, and take full control of your field operations all in just a few taps!
And now, the most important part adding a new task. Just tap the “Add Task” button and you’re ready to assign, schedule, and take action in seconds!
Once you hit “Add Task”, it’s time to fill in the details:
- Task Name: Give your task a clear and concise title
- Description: Add important notes or instructions your team needs to know
- Due Date: Pick when the task needs to be completed
- Assign To: Choose the right person from your team to get the job done
It’s quick, easy, and ensures that everyone knows exactly what to do and when to do!
It’s quick, easy, and ensures that everyone knows exactly what to do and when to do!
Then select Type of task
Then simply select the customer from your list.
With just a tap, you can link the task to the right client keeping everything organized and customer-specific.
Once you’ve selected the customer, it’s time to choose the task item.
This helps define exactly which product needs to be serviced whether it’s TV, AC or any other. Just pick the right item/product to keep things accurate and efficient.
Next up, select the project for which the task belongs to.
This links your task to a specific project, ensuring everything stays organized, trackable, and aligned with your team’s goals.
Now, Don’t forget to add watchers these are team members who will stay in the loop and receive real-time updates in form of notifications on the task’s progress.
Once you’ve filled in all the details, simply hit the “Save” button and your task is ready to go!
The task is now saved and can be easily searched using filters like:
- Current tasks
- Future-dated tasks
- Specific date ranges
After saving, the task will appear under “Pending” status, indicating it’s created but work hasn’t started yet. From here, you can track progress, update status, and keep everything moving smoothly!
To log time for the task, just click on the ⏰ clock icon next to it.
This lets you add time entries so you can track exactly how long each task takes — making time management effortless and transparent.
