For field and service teams of 5 to 30
One board for every job. Each rep sees their day on their phone, and the manager sees what got done without calling anyone.
Today
Tue 7 Oct · 3 jobs scheduled
Breakdown call: Nair Pharma cold room
9:30Naroda
Gas refill: Mehta Traders showroom
12:00CG Road
Service visit: Joshi apartment, 2 units
15:30Satellite
A job gets missed, or two people turn up for the same one. Nobody can say for sure that a visit happened.
The Excel sheet is out of date by lunchtime, and the manager spends the evening on the phone collecting updates.
Start from a template
Service Delivery Journey or Customer Journey, or your own board.
Assign with a schedule date
When the work is planned, separate from when it is due, and a scheduled date for each assignee.
The rep opens Today
On their phone, the jobs scheduled for them, in order.
Mark it done
With 60 seconds to undo a wrong tap.
The manager sees cycle time
How long jobs take, who is overloaded, what is overdue.
Not in TaskSiddhi
These run in HelloGrowthCRM, our CRM. They are not part of any TaskSiddhi plan, and TaskSiddhi sends your customers nothing.
GPS location and photo proof of each field visit
A WhatsApp confirmation to the customer after the job
Place an AI voice call from a stage
Draft a quote and raise an invoice from it
Free for up to 5 users. 14 days of Pro to try everything, no card needed.
Not sure it fits? See who TaskSiddhi is for