Suprata Suite · Jobs & operations

Suprata Tasks

One list of everything that needs a person.

Suprata Tasks gives your team a work queue and a help desk. The queue lists every customer you need to reach: renewals, appointments to pin down, jobs with no visit booked and follow-up calls. The help desk runs customer and internal requests as tracked tickets.

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Suprata Tasks
  • The work queue
  • Help desk tickets
  • Tasks and reminders

What’s included

What Tasks does

15 capabilities, connected to every other module in Suprata Suite.

The work queue

6
  • Renewals, unbooked jobs, calls and follow-up surveys in one queue
  • First in, first out, with urgent items on top
  • Saved views for each kind of work you do
  • Call one customer after another and record the outcome
  • Schedule straight from the queue
  • Manager views of what is waiting and who is working it

Help desk tickets

6
  • Customer and internal requests tracked as tickets
  • Claim a ticket or assign it to someone
  • Public replies and internal notes kept separate
  • Statuses, priorities, due dates and auto-close
  • Categories with their own permissions
  • Customers can submit tickets from the portal

Tasks and reminders

3
  • Tasks with due dates and priorities, linked to customers or jobs
  • Tasks created automatically by Suprata Automate
  • Tasks on each person's dashboard

Help center

Learn Tasks step by step

Plain-English guides from the Suprata help center, with the judgment calls that make setup go right the first time.

Working the Work Queue One list of every customer you need to reach: renewals, appointments to pin down, on-site jobs with no visit booked, calls, and follow-up surveys.… Running a Help Desk with Tickets How to run customer and internal requests as tracked tickets: the queue, claiming vs assigning, public replies vs internal notes, statuses and… Triggers and Actions — the Vocabulary The common triggers (job created, status changed, payment received) and actions (send email, change status, create task) you'll combine into…

One platform

Part of something bigger

Suprata is a versatile workflow and business intelligence platform that delivers the power of custom software with ease and affordability.

  • One record. Tasks reads and writes the same customers, jobs and dollars as every other module.
  • Live numbers. Everything it does lands in dashboards and reports right away.
  • Room to grow. Rules, forms, workflows and reports can be customized as far as you need.
See the platform

Works hand in hand with

Suprata NotifyAutomatic confirmations, reminders and status updates to customers and staff. Suprata AutomateTriggers, conditions and actions that run your routine work without code. Suprata DashboardLive dashboards for every role, with goals, pace and trends. Suprata TalkA business phone that works from any phone, with call recording, transcripts and missed-call text-back.

Suprata Suite

Get Tasks tonight

See which plan includes Tasks on the pricing page, or book a demo and we’ll walk you through it.

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Or call 888-494-4335