The Follow-Ups That Don't Fit on the Schedule.
Call the fleet manager back. Order the part the customer asked for. Confirm the rescheduled job. Mobile Service Sync's task system puts everything that isn't a service appointment in one place - tied to customers, jobs, or just to your day.
Tasks Where the Work Actually Lives.
Attached to the Record
Tasks live on customers, vehicles, jobs, or fleets - not in a separate to-do app you forget about.
Assignable
Hand a task off to a tech or another office user. Their dashboard surfaces what's due today.
Reminders
Due-date alerts, optional SMS pings, and an overdue list that won't let things slip.
The CRM Creates the Obvious Tasks for You.
When a job estimate goes unanswered for 3 days, a follow-up task drops in. When a fleet vehicle skips its scheduled service, a task surfaces to the account manager. The boring follow-ups go on the list whether you remember them or not.
- Unanswered-estimate follow-ups
- Missed-service-interval reminders
- Fleet QBR prep tasks
- Recall-completion follow-throughs
Customer asked a question - we'll surface it on the dashboard.
Service interval passed without a booking. Task created automatically.
Estimate sent 3 days ago, no approval. Task drops in.
Auto-created two weeks before a recurring fleet review.
The Bits That Make Tasks Not Annoying.
One-Tap Call / Text
Open a task tied to a customer, tap to call or text without leaving the screen. Log it back on the task automatically.
Snooze + Reschedule
Not today? Push it to tomorrow, next week, or 'next time I see them.'
Tags + Filters
Tag tasks (callbacks, parts orders, fleet ops) and filter the list. The dashboard surfaces overdue tags first.
Stop Losing Follow-Ups to Sticky Notes.
The follow-up that turns into the renewal lives here.