EyeOnTask is a cloud-based Field Service Management (FSM) software designed to help service companies efficiently manage mobile workforces, client interactions, and back-office operations. Built for small to mid-sized field service businesses, EyeOnTask is especially relevant to industries such as HVAC, plumbing, pest control, construction, solar installation, and IT repair.

With native mobile apps, real-time job tracking, and a rich set of workflow automation features, EyeOnTask helps field teams reduce paperwork, speed up invoicing, and improve customer satisfaction—without breaking the budget. The platform supports operations in over 26 countries, with more than 1.5 million jobs managed through the system.

What are the key features of EyeOnTask?

Comprehensive job scheduling and dispatch

At the core of EyeOnTask is a powerful scheduling system that connects back-office teams and field workers in real time:

• Create, assign, and monitor jobs via a centralized dashboard.

• Trigger instant mobile alerts when jobs are dispatched.

• Enable technicians to update job status, share notes, and complete checklists directly from the field.

• Monitor work calendars and upcoming tasks on both web and mobile.

This real-time system improves job coordination and reduces administrative delays.

Integrated mobile app for field technicians

The EyeOnTask mobile app is central to field operations, offering robust functionality even offline:

• Access job details, maps, and client information.

• Collect digital signatures, capture photos/videos, and scan barcodes or QR codes.

• Generate invoices on-site and accept mobile payments.

• Submit custom forms, audits, and feedback surveys directly from the job site.

Offline mode ensures uninterrupted usage even in low-connectivity environments.

Custom forms and job documentation

EyeOnTask enables teams to create custom form templates tailored to each job type:

• Design pre-job safety checks, compliance audits, and post-job surveys.

• Use conditional logic and job-specific fields for structured data entry.

• Automatically attach completed forms to job cards or invoices.

• Export and share documents as PDFs or email them directly to clients.

This helps standardize field data collection and enforce operational protocols.

End-to-end invoicing and payments

The platform offers a fully integrated invoicing system, minimizing delays in billing and payment collection:

• Generate quotes, convert them into jobs, and issue invoices automatically.

• Accept payments via Stripe, PayPal, or other integrated gateways.

• Sync data with accounting platforms like QuickBooks and Xero.

• Track client balances, taxes, and recurring billing through a single interface.

This integration reduces manual effort and accelerates the cash flow cycle.

Inventory and equipment tracking

Manage parts, tools, and materials across locations and job sites:

• Track stock levels in real time.

• Assign or reserve equipment for scheduled jobs.

• Log maintenance activity and track warranty or inspection dates.

• Generate usage reports and flag inventory shortages.

This functionality ensures that technicians are properly equipped, and inventory is always accounted for.

Client portal and service tracking

Customers can log in to a dedicated portal to view job history, track service status, or download invoices:

• Review previous service records, quotes, and contracts.

• Schedule new jobs or request support.

• Submit feedback and view real-time technician locations.

This transparency improves communication and customer trust.

Customization and white-labeled mobile apps

EyeOnTask allows businesses to create custom-branded mobile apps, enabling direct engagement with clients:

• Feature your own logo, service list, pricing, and contact information.

• Submit service requests, make payments, and track job status in one branded app.

• Available on both Google Play Store and Apple App Store.

This enhances brand recognition and client loyalty.

To summarize

EyeOnTask equips field service businesses with a scalable and feature-rich platform that delivers:

• Efficient job scheduling and dispatch with real-time sync between teams.

• Full-featured mobile app for technicians, with offline support and digital data capture.

• Faster billing cycles, thanks to integrated invoicing and payment processing.

• Reduced paperwork through custom forms and automated document generation.

• Improved resource management, including inventory, assets, and customer communication.

• Client empowerment via a service portal and optional white-labeled mobile apps.

With a focus on flexibility, automation, and affordability, EyeOnTask helps field service businesses modernize their operations, enhance productivity, and deliver superior customer experiences—at scale.