The operational spine of your business: auto-numbered job cards, live stock balances and incidents with severity, resolution and audit history.
Auto
Job numbering per workspace
Ledger
Backed stock balances
Weekly
Business report, exportable
What you get
Governed statuses, assigned crews, completion notes and downloadable branded PDFs.
SKUs, movement history, reorder points and low-stock alerts routed to the right people.
Severity levels, investigation and resolution states with a full audit trail.
One dashboard summarising jobs, movements and incidents, exportable to CSV and PDF.
In detail
Not a feature list — the mechanics of how records behave, who can change them and what happens next.
A job card cannot jump from draft to invoiced. Each transition is validated, recorded and attributable to a person.
Every movement is a ledger entry, so the balance you see is derived from history rather than typed in by hand.
Severity, investigation and resolution captured at the time — not reconstructed weeks later for a report.
Workflow
Raise the job
Auto-numbered, tied to a client and scheduled window.
Assign the crew
Owners and team members see it in their queue.
Consume stock
Materials are booked against the job and the balance updates.
Complete with notes
Completion notes and PDF ready to invoice from.
The TasksPro journey
Every record — whichever module it starts in — moves through the same continuous workflow from intake to closure.
The work has been asked for or captured.
Scope exists as a project, job card or estimate.
Someone owns the work.
Time, notes, files or comments are on the record.
Approved internally or accepted by the client.
The work is finished and signed off.
An invoice has been raised for the work.
The invoice is settled in full.
Stock consumption costs the job
Completed jobs convert to invoices
Incidents surface on the weekly report
Who it is for
Live view of every job, crew and material movement.
Clear instructions, and one place to log what happened.
Incident history with evidence, dates and owners.
Questions
Yes. Workspace branding — logo, colour and company details — is applied to job cards, quotes and invoices.
Items carry a location field, and movements record where stock entered or left.
Access follows workspace roles, so sensitive incidents can be restricted to managers and above.
Start with your own workspace and bring your clients, work, team and billing together as your business grows.
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