Manage Job Pipelines from Start to Invoice — All in One Place
Stop juggling spreadsheets and emails. TaskJo gives your team a real-time Kanban board to track every job from incoming to invoiced, with built-in billing, document management, and team collaboration.
Tired of losing track of jobs across email threads?
Service businesses waste hours every week chasing updates, searching spreadsheets, and wondering where jobs stand.
Scattered Spreadsheets
Job data lives in five different files. Version conflicts, missing entries, and no single source of truth slow your team down.
Missed Follow-ups
Quotes sit unanswered, site visits get forgotten, and invoices go unsent because there’s no system to remind you.
Delayed Invoicing
Jobs finish but invoices don’t go out for weeks. Cash flow suffers and revenue leaks through the cracks.
Communication Silos
Your field team, office staff, and managers operate in separate channels. Updates never reach the right people.
No Real-Time Visibility
You can’t see what’s happening right now. By the time you get an update, the situation has already changed.
Get your team on TaskJo in three simple steps
No complex onboarding. No IT department required. Set up your pipeline and start tracking jobs in minutes.
Create a Board & Invite Your Team
Set up a project board and add collaborators with role-based access. Admins control everything, Editors manage jobs, and Viewers stay informed.
Add Jobs & Move Them Through the Pipeline
Drag-and-drop jobs across 12 pipeline stages. Every change syncs in real-time to your whole team via WebSockets.
Quote, Bill & Invoice
Add billing items, track dollar totals at each stage, and generate professional PDF invoices with GST — all from within the job card.
Everything you need to run your job pipeline
Built specifically for service and trade businesses — not a generic project tool retrofitted for your workflow.
Kanban Job Pipeline
12 customizable job states tailored for construction and service workflows. Drag, drop, and track every job with optimistic UI updates.
- 12 predefined pipeline stages
- Real-time WebSocket sync
- Role-based restrictions
- Optimistic drag-and-drop
Smart Dashboard & Analytics
At-a-glance stats with counts AND dollar totals at every pipeline stage. Search across jobs, customers, addresses, and descriptions.
- Dollar totals per stage
- Global search across all fields
- Pipeline health overview
- Quick-filter by status
Billing & Invoicing
Line-item billing per job with GST calculation. One-click PDF invoice generation in professional A4 format with your company branding.
- Line-item billing with GST (10%)
- One-click PDF invoice generation
- Running subtotal & balance due
- Admin-gated billing controls
Document Management
Upload photos, PDFs, reports, and CSVs directly to each job. AWS S3-powered storage with soft-delete recovery.
- Upload photos, PDFs, CSVs
- AWS S3 permanent storage
- Soft-delete with recovery
- Public file access links
Three-Contact Model
Every job tracks three distinct contacts tailored for service businesses: Job Contact, Billing Contact, and Client Contact.
- Job Contact (site contact)
- Billing Contact (invoice recipient)
- Client Contact (end customer)
- Prevents invoice mix-ups
Team Collaboration
Per-job comment threads with email notifications. Collaborator avatars, role management, and instant invitations.
- Per-job comment threads
- Email notifications to board members
- Avatar stacks with overflow
- Admin, Editor, Viewer roles
Email Automation
Automated emails for welcomes, password resets, invitations, and comment notifications — powered by Postmark.
- Welcome emails with activation
- Password reset (10-min expiry)
- Collaborator invitations
- Comment notifications
Real-Time Updates
All actions broadcast via WebSockets. Task moves, edits, comments, billing changes, and uploads — everything updates live.
- Socket.IO live broadcasting
- No page refreshes needed
- Instant sync across devices
- Optimistic UI for speed
Your job lifecycle, visualized
12 stages designed for service and trade workflows. Every job moves from inquiry to closure with full visibility.
Built for service businesses like yours
Whether you’re in construction, property services, or field maintenance — TaskJo fits your workflow.
Construction
Track site jobs from inquiry through clearance. Manage quotes, variations, and final invoicing all in one pipeline.
Property Services
Mould removal, restoration, and maintenance companies manage quotes and work orders with full billing integration.
Field Service Teams
Dispatch and track work progress in real-time. Field crews update jobs from site while the office sees changes instantly.
Trade Contractors
Plumbers, electricians, and HVAC teams use the 3-contact model to separate site contacts from billing and end customers.
Loved by service teams everywhere
Ready to streamline your job pipeline?
Join service businesses already tracking jobs smarter. Start your free trial today — no credit card required.
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