Features
Not a generic CRM. Not a bloated project manager. TaskTrack combines quote tracking and job tracking — task tracking from first call to completion — the way your trade business actually runs.
Dashboard
The dashboard opens to your personal pipeline — active quotes, jobs in progress, revenue this month, and a 7-day upcoming feed of every delivery, install, due quote, and reminder. Toggle to the team view to see what everyone's working on.
5
Active Quotes
3
Active Jobs
$18.5k
This Month
1
Overdue
Next 7 Days
Delivery – Basement Oak Ave
Tomorrow, 9am
Install – Kitchen Maple St
Jul 14, 8am
Reminder – Call Tom Harding
Jul 15
Quote due – Fence Birch Lane
Jul 18
Quote Tracking
Create a quote in seconds — client name, address, phone, job type, value, due date, and scope. Move it through custom stages you define, flag it for revision without losing its place, and get overdue alerts before leads go cold.
Deck Build – Riverside Dr
Tom Harding · Due Jul 12
Kitchen Reno – Maple St
Sarah Bell · Due Jul 8
Basement Framing – Oak Ave
R. Kowalski · Due Jul 3
Fence Install – Birch Lane
P. Nguyen · Due Jul 18
Flooring – Main Level
J. Carter · Due Jun 30 ⚠
Quote Detail
Each quote stores the full client picture: contact info, address, estimated value, scope notes, and the stage it's at. When you win the bid, one click converts it to a live job — all details carry over automatically, nothing to re-enter.
Kitchen Reno – Maple St
Sarah Bell · (416) 555-0198
142 Maple Street, Toronto ON
$12,200
Est. value
Quote Stage
SCOPE
Full kitchen cabinet replacement, countertop install, backsplash tiling. Client wants quartz counters. Awaiting material quote from supplier.
Job Tracking
Jobs carry everything from the original quote — client info, scope, value — and add their own lifecycle. Move them through status stages, log notes as the work progresses, and track the job to completion.
Basement Framing – Oak Ave
Framing · Install: Jul 14
Main Floor Flooring – Elm
Flooring · Install: Jul 22
Deck Build – Riverside
Carpentry · Install: Jun 28
Kitchen Reno – Maple St
Renovation · Install: Aug 5
2
In Progress
1
Scheduled
8
Complete
Delivery & Install Scheduling
Every job can have multiple delivery windows and install dates — each with its own date, time, and crew assignment. The job detail page shows all of them in one tab, so nothing falls through the cracks.
Install Dates
First Fix
Jul 14, 2025 · Justin + Mike
Second Fix
Jul 22, 2025 · Justin
Final Walkthrough
Jul 25, 2025 · Justin
Schedule
The Schedule page gives you a side-by-side view of all deliveries and installs — address first, so you know exactly where the work is going. Confirmed jobs show in green, unconfirmed in red. Export the full week to CSV for your crew or office in one click.
Hardwood Floor Install
Jun 27
Deck Build
Jun 28
Cabinet Refinish
Jul 1
Fence Replacement
Jun 29
Bathroom Reno
Jun 30
Hardwood Floor Install
Jul 2
Task Tracking
Track tasks like follow-up calls, material checks, or decisions you're chasing by setting a reminder on any quote or job. Your reminders show up on your dashboard and land in a weekly Monday email digest covering everything due that week.
Upcoming this week
Call Tom re: Deck quote
Quote #42 · Due: Today
Check tile delivery status
Job #17 · Due: Tomorrow
Follow up on Basement scope
Quote #39 · Due: Jul 14
📧 Weekly Digest
Sent every Monday — covers overdue quotes, upcoming installs, deliveries, and all your reminders for the week ahead.
Team Calendar
The shared calendar shows all delivery dates and install dates for every job, across your whole team. Filter by type to focus on deliveries vs installs, and spot scheduling conflicts before they happen.
7
8
9
10
11
12
13
Stats
Stats pull your real pipeline data — win rate, active quotes, completed jobs, and more. Export to CSV for your bookkeeper or print a clean formatted summary in one click.
$34.1k
Pipeline Value
68%
Win Rate
$8.2k
Avg Job Value
Monthly Revenue
Map View
Every active quote and job is plotted on a live map based on the client's address. Spot clusters of nearby work, plan efficient routes for your crew, and see everything on a map instead of digging through a list.
Job · Kitchen
Team & Roles
Invite your team with a shareable code. Each member sees their own pipeline by default; admins and owners can see everyone's quotes, jobs, and stats in the team view. Three role levels so the right people have the right access.
Team — Martin Flooring Co.
Justin Martin
12 quotes · 8 jobs
Mike Johnson
6 quotes · 4 jobs
Sarah Connor
4 quotes · 2 jobs
Invite Code
File & Photo Attachments — Pro
Attach photos, PDFs, contracts, and material quotes directly to any quote or job. Everything stays in one place — no more hunting through your camera roll or email for the sign-off sheet or the supplier quote you need.
Drop files here or click to upload
Photos, PDFs, documents · max 25 MB per file
site-photo-front.jpg
2.1 MB · Today, 9:14 am
material-quote.pdf
340 KB · Yesterday
deck-measurements.jpg
1.8 MB · Jul 8
client-sign-off.pdf
210 KB · Jul 6
4 files · 4.5 MB used
Works for any trade
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