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Industries and how they use it

EyeOnTask is one product, not a different one per trade. What changes between industries is which parts of it you live in.

That is worth knowing before you start, because it tells you which pages to read first and which modules you will barely open.

Four things separate one trade’s setup from another’s.

Do you look after equipment, or carry stock? A firm servicing lifts, extinguishers, cameras or air conditioning is tracking individual units with serial numbers and service histories — that is Equipment, and the units can be scanned on site with a QR code or barcode. A firm fitting parts is drawing down quantities — that is Inventory, including stock held on vans.

Is the work one-off, or on an agreement? Annual maintenance — inspections due every quarter, a service due every year — is contracts with recurring work patterns, or recurring jobs where no contract is involved. Call-out work is jobs, one at a time.

Does someone have to prove the work was done? Compliance trades — fire safety, pest control, electrical — need what was inspected and what was used recorded in a fixed shape. That is additional forms on the job, filled in on the phone, with photos and the customer’s signature on the completion detail.

How much does location matter? Where a day is a route rather than a list, the map matters — it shows where everyone is, and its Near by Jobs tab lists the work closest to a chosen worker so it can be handed over on the spot. Travel reports turn the same data into distance covered.

TradeLeans hardest on
HVACEquipment records per unit, contracts for annual servicing, quotes raised on site
PlumbingInventory and van stock, on-site invoicing and payment, customer portal
ElectricalAdditional forms for certification, equipment, quotes
Fire safetyEquipment per extinguisher or panel, recurring inspections, job cards as the report
Pest controlAdditional forms for chemical logs, contracts, before-and-after photos
CCTV and securityAudits, equipment per camera, scheduling and dispatch
Elevator and escalatorEquipment profiles, annual maintenance contracts, scheduler
Solar installationEquipment records, job time, e-signature, customer portal
Cleaning and landscapingRecurring jobs, scheduler, attendance and check-in
ConstructionQuotes, contracts, expenses, worklog and timesheets
Transportation and logisticsMap and travel, inventory, contracts
Pool and spa, computer repair, cable and internetJobs and scheduling, equipment where units are serviced

EyeOnTask’s own words are not fixed. If your trade calls a job a visit, a client a tenant, or a fieldworker a technician, any label can be renamed — see language and labels. Custom fields add the details your trade records that the standard form does not ask for.

That is usually the first setup job worth doing, because every screen afterwards reads in your own vocabulary.