Keeping track of office tasks in a busy HVAC business

What Is it?

Let’s talk about keeping track of office tasks while you run a busy office. FieldInsight has an elegant and simple way to keep track of these tasks. Todos are a simple way to keep track of tasks for yourself and your office team.

Tracking tasks.

Tracking Office Tasks in a busy HVAC Office.
Tracking Office Tasks in a busy HVAC Office.

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You can set a little todo task, assign it to yourself or another, and set target a date. This helps you keep track of out of left field things you have to do. So they don’t slip your mind. For those of us with a memory like a goldfish that have to write everything

Are you Sure?

We have customer’s with pages of notes on their notepads, and it’s nice if we can share information, shout out to Donna? For keeping us inspired here.

This is a great way also for us to build out our getting started checklist so you can load up any SWMS templates of Invoice templates or logo’s and we can ensure we check off work us todo (pun intended) for you as well, it’s a very powerful and simple tool.

How does it Work?

About 3 Minutes – not rocket science.

We have customer’s with pages of notes on their notepads, and it’s nice if we can share information, shout out to Donna? For keeping us inspired here.

This is a great way also for us to build out our getting started checklist so you can load up any SWMS templates of Invoice templates or logo’s and we can ensure we check off work us todo (pun intended) for you as well, it’s a very powerful and simple tool.

Can you do it?

We rolled this out and had immediate feedback, thanks Deb that this helps keep little tasks on track. Giving the office quick access to information the Office team can share amongst themselves, simple task assignment by the office.

Happy  Days!!!

Have a great day, reach out to support@fieldinsight.com if you want a hand with anything.