Plan
Organise requests and assign each service to the right person.
Service operations, connected.
Your team in sync. Your business under control.
Plan services, coordinate technicians and follow every job through to invoicing. Everything connected, with Taskosys.
For service, installation and maintenance businesses.
See your operation take shape.
Office · Demo company
Orders
| Order | Client | Service | Staff | Scheduled | Status |
|---|---|---|---|---|---|
| #104 | Horizon Residences | Pool maintenance | Alex Morgan | 24/09 · 09:00 | Scheduled |
| #105 | Garden House | Air conditioning service | Jamie Taylor | 24/09 · 10:30 | In progress |
| #106 | Aurora Offices | Electrical inspection | Alex Morgan | 24/09 · 14:00 | To invoice |
Deliver
Your team checks and records work on their phone.
Track
Keep the history, photos and details of every service visit.
Invoice
Send completed work for invoicing through Moloni.
The office and the field, sharing the same information.
Organise daily operations and retain the context of every client, location and service. Available features depend on your subscription plan.
Requests and clients
Receive requests through the public form. Keep contacts, billing details, locations and the associated client history together.
Scheduling and assignment
Choose a team member and check availability. Business and staff working hours guide scheduling; rescheduled visits retain their reason and history.
Work in the field
On a phone or tablet, staff can view jobs, record progress, complete checklists, add photos and collect the client signature.
Team and skills
Assign staff to services and identify skill levels. Record check-in and check-out and follow leave requests and approvals.
Proposals and intermediaries
Prepare proposals and organise the relationship between client, property owner and intermediary. Select recipients for service updates and documents.
Recurring agreements and contracts
Find recurring agreements in the client record, including services, billing cycle, amount and history. Distinguish contract status from invoicing status.
Equipment and maintenance
With Business, organise customer assets, plans that generate technician work orders and intervention history. Record included or complimentary coverage and paid renewal through a recurring agreement, with acceptance and office review.
Stock and reporting
Track materials, stock movements and financial information. Use leave reports to help plan operations.
A dedicated space for each role.
The business manages operations in the office. Clients, staff and intermediaries use portals intended for their roles.
Office
Organise requests, schedules and the team, review completed work and follow invoicing.
Staff
View assigned jobs and record work from a phone or tablet.
Client
Submit requests and follow their status through the portal, using an access link sent by email.
Intermediary
Access proposals and approvals addressed to them, when the feature is included in the plan.
Recurring services with context.
A recurring agreement is more than a monthly amount. In Taskosys it brings together services per period, the client, location, visits and associated documents. Per-visit contracts have their own area.
- Create agreements from the client record.
- Identify service dates and invoice dates separately.
- Keep history accessible and highlight invoices needing review.
From completed work to a document in Moloni.
With Moloni configured for your business, take services and recurring agreements through to invoicing. Review billing details and amounts before issuing and keep the link between the work and its document.
The integration requires a Moloni account and company, document series and product configuration. Moloni terms are separate from your Taskosys subscription.
Choose the plan for your operation.
Starter, Pro and Business offer features and limits for different business needs. Review the terms shown during sign-up before confirming your subscription.
Recurring agreements, proposals, equipment maintenance, stock, reporting and the intermediary portal depend on the features included in the plan.
Before you start
How do I set up my business?
The assistant guides company, team, services and billing setup, with a review of pending tasks. You can defer steps and continue later. Customers and locations are created as you work; they are not required by the assistant. Connecting a provider does not issue documents automatically.
Does the team receive in-app notifications?
Office users and technicians receive personal scheduling, work progress, materials and absence notifications. You can choose an order owner, a receiving team and bell/email preferences. Conversations stay in the order history, on-site problems have recorded resolutions, and company announcements support individual reading acknowledgements. The portal refreshes notifications while open; push is not available yet.
Can I issue receipts through the new providers?
Yes, with a preview, confirmation of money already received and recovery of uncertain attempts. Vendus currently supports full settlement of the invoice balance. InvoiceXpress supports partial or full payments when the history is confirmed by Taskosys; external documents requiring allocation block new payments. Official receipt PDFs are stored privately, with protected downloads and recovery without repeating the payment.
Can I check balances from the new providers?
For order invoices issued through the integration, you can check the outstanding amount in Vendus. For InvoiceXpress, we show the customer-wide balance and related documents separately from the invoice balance. The consultation is timestamped and does not record payments or issue receipts.
Can I connect another invoicing provider?
Alongside Moloni, you can configure Vendus or InvoiceXpress and link existing customers and items. Eligible orders support invoice previews and manual confirmation with normal VAT in mainland Portugal, plus private storage of the official PDF with recovery if the provider has not made it available yet. These new flows still have limits: credit notes are handled in the provider; recurring contracts are not covered.
Can I check documents linked to Moloni?
On plans with financial reporting, office users can retrieve data from invoices linked to Moloni and review consultation history and discrepancies. This document check does not replace a complete company tax report.
Who is Taskosys for?
Businesses that receive requests and coordinate field services, such as technical support, installation and maintenance. Each business configures its services, locations, staff and working hours.
Do staff need to be in the office?
No. Staff can use their portal in a phone or tablet browser with an internet connection.
Does every plan include every feature?
No. Features and limits vary by plan. Check the terms during sign-up and choose the plan that fits your business.
How do I access my company account?
Use the address and access link provided by your company. The office, staff and clients have their own entry points; this is the public product website.
Does Taskosys replace Moloni?
Taskosys organises operations and integrates with Moloni to issue documents. Your company still needs its Moloni account and billing configuration.
How do I get started?
Create your company account, confirm your email and follow the initial setup. Prepare your services, team and working hours to start organising requests.
Follow every request through.
Clients, staff, service visits and invoicing connected to the same operation.
Get started