What EyeOnTask is
EyeOnTask is field service management software: it runs the work that happens away from your office.
If your business sends people to sites — to install, service, inspect, repair or deliver — then the work is spread across a day, a fleet and a dozen addresses, and the office has to know where it all is. That is the problem this software is for.
Two halves of the same system
Section titled “Two halves of the same system”The office works in a browser. Jobs get created, scheduled and dispatched; quotes go out and come back as jobs; jobs turn into invoices; stock, equipment and people are tracked behind all of it.
The person doing the work has the app. They see the jobs they have been sent, do them, and send back what they found — photos, forms, items used, the customer’s signature. See the fieldworker app.
Neither is a copy of the other. A status a fieldworker changes moves on the office’s job list; an item they add to a job reaches the invoice. It is one system with two front doors.
What a day moves through
Section titled “What a day moves through”A piece of work usually travels the same path, and each step is a module in the sidebar:
| Step | Where it lives |
|---|---|
| A customer asks for something | Requests |
| You price it | Quotes |
| It becomes work, scheduled and assigned | Jobs and the Scheduler |
| Someone does it and reports back | The app |
| You bill it and get paid | Invoices |
| You ask what it all added up to | Reports |
Not every business uses every step. A maintenance firm on annual agreements may live in Contracts and barely touch Quotes; a repair shop may start every job from a phone call and never use Requests.
What it keeps track of underneath
Section titled “What it keeps track of underneath”- Clients — the customers, their sites and their contacts. Almost everything else points back to one.
- Inventory — the parts and products you hold, and what leaves stock on a job.
- Equipment — individual units with a serial number and a service history, whether yours or your customer’s.
- Users — your people, what they are allowed to do, their attendance and their hours.
- Expenses — what the work cost, on the job it belongs to.
Where to start
Section titled “Where to start”New to the account and want the shortest route to something real? Create a client, then create a job for them, then send it to a fieldworker:
The dashboard is what you land on afterwards, and it is the quickest read of where the day stands.
If you are weighing EyeOnTask up rather than using it, plans and pricing covers what each plan includes, and industries covers the parts of the product different trades lean on.