How It All Works

Switching your front office support to Task Advanced is fast, simple, and stress-free. We know you can't afford missed calls or broken schedules during a tech transition. Our simple three-step process ensures your software stays in place, your field crews keep working, and your customers receive continuous care.

Step 1: System Connection Setup (Day 1-3)

We start by connecting our secure platform to the field service software you already use every day such as Jobber or Housecall Pro. If you don't have one we can set you up with our dedicated FSM FieldTask (an additional monthly service fee applies). You don't have to buy new tools, change office systems, or learn some complex software. Our technical team handles the entire connection behind the scenes.

Your customer lists, job history, and business records stay completely yours. All customer data remains 100% your property at all times. We simply connect to your software so our dispatchers can view your live technicians calendars and schedule open slots without ever taking control of your data.

Step 2: Custom Dispatch Training (Day 2-6)

Next, we build your custom front-office guidelines and train your assigned US dispatcher team. We document your exact service zip codes, technician skill sets, and preferred call greetings. Our dispatchers learn how you like to run your calendar, how you handle drive times, and what rules to follow for emergency after-hours calls.

Step 3: Call Forwarding Goes Live (Day 7-8)

Once your account is ready, you turn on simple call forwarding with your existing phone carrier. Our US dispatchers answer incoming calls live using your custom business name and greeting. Callers feel like they are speaking directly to a dedicated receptionist sitting right in your local office, with fast, friendly service, our dispatchers never rush your customers, but always work effectively and efficiently.

During the call, our dispatchers look up existing client records or create new ones directly inside your field service software. We gather detailed job notes, confirm service zip codes, and place new appointments straight onto your active technician schedules. Every job detail updates in real time inside your software, keeping your field crews organized and booked.

If you have any questions please feel free to Schedule Your Call, or Call us directly.