Field Service Teams — Share Overflow Work With Another Company

Too much work for your own technicians? Add a friend who runs the same kind of business to your team and give him the job. He works it from his own account, and the invoice still goes out from your company.

Every appliance repair business hits the week when the calendar is full and the phone keeps ringing. Turning work away costs a customer; handing it to someone you trust in the same trade keeps that customer yours. This short animation shows how the handoff works inside Taskrol, drawn over the real team settings screen.

The other business stays a separate company with its own login, its own crew and its own stock, and nothing about how they run their day changes — an extra job simply appears that came from you. Billing does not move with the work: the customer is invoiced under your name, since you booked the visit.

Teams are part of every paid plan starting with Basic; the free Solo plan covers a single technician. The longer walkthrough of employees and contractors, and the guide to running two companies from one login, go deeper into the settings.

Transcript

The full narration, if you would rather read than watch.

You have three technicians and a week with more work in it than they can cover. A friend of yours runs the same kind of business, with his own crew. You add him to your team — the same list your own technicians are in — like adding a friend. He doesn't need a new account, and he never leaves his own.

On his side, your company shows up as a team he belongs to. Now you can give him a job from your company: the customer, the address, the appliance, and what's wrong with it. He works it the way he works every day — his own app, his own parts, his own people. And the invoice goes out from your company, because the job is yours.

That is the whole difference. Teams come with every paid plan, from Basic up. Taskrol.com.

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