Job assignments, tickets, holidays and documents.
Hand jobs to your team or your contractors, keep on top of their tickets and certificates, and manage time off, all in one place. The field work stays with the crew; the quoting and invoicing stay with you.
Assign jobs with everything attached
Assign a job to a crew member or a contractor and they get the site, the tasks, the risk assessment and the photos without you talking them through it. Field staff can run surveys, jobs and risk assessments, while quotes, invoices and prices stay with the office.
Tickets, certificates and their expiry dates
Add any qualification by name — CS30, PA1, LOLER, first aid, whatever the ticket is — and upload a scan of the certificate. Treetask works out what is valid, expiring or expired, with a reminder on the dashboard before each one lapses, on a lead time you choose per ticket.
- Any certificate, added by name in seconds
- A scan of each certificate stored against the person
- Valid, expiring soon and expired worked out for you
- Dashboard reminders before a ticket lapses
Holidays, requested and approved
Crew request time off and you approve or decline it. Approved holidays show on the calendar, so you can see who is actually around before you book work in.
Everyone's documents, kept with the person
Each crew member has their own document store for the paperwork that follows them around — licences, insurance, CPD certificates. They upload their own; the office can always find them.
A Monday email of the week ahead
Every Monday morning the office gets an email with the week's jobs and surveys grouped by day, who is on each one, anything still unassigned, and any certificates expiring in the next 30 days.
Try it on your own jobs.
Set your business up in a few minutes and put a real job through Treetask. No card needed to take a look round.