Work order operations, built for the field
Command center for every job
From dispatch to billing, NeonTask connects teams, technicians, and back office in one place — on our cloud or yours.
- Role-aware permissions and queues
- Files/media organized like the field
- Receivables and payables without spreadsheets
- Hosted or self-hosted, same product
Live command
Work orders, visits, files, and payables
Open jobs
128
To invoice
19
Map · schedule · work orders
Files & recordings in folder trees
Receivables & payables in one system
The flow
From first call to paid — without context switching
- 01
Intake
Client, site, priority
- 02
Assign
Technicians, visits
- 03
Field
Status, files, media
- 04
Accounting
Receivables, payables
Product modules
Core modules, built for operations
NeonTask isn’t a generic CRM. It’s a work-order operating system: dispatch, visits, media, receivables/payables, parts, and a real permission model.
- Work orders & lifecycle
Open
WO-1842HighSite visitTechAssigned
WO-1843HighSite visitTechDone
WO-1844HighSite visitTechWork orders & lifecycle
Status-driven field jobs with the controls dispatchers and accounting need.
- Overview, visits, costs, and nested tabs in one work order
- Role-aware status changes and team/dispatcher scoping
- Visits & schedulingVisitVisitTechVisit
Visits & scheduling
Reschedule the field in real time without leaving the plan.
- Drag-and-drop calendar for technician visits
- UTC-stored schedule blocks that respect capacity and overlap
- Technicians
Coverage
HVACPlumbElecRoofLockGlassECRMTKTechnicians
A living directory of who is on the job, with skills and files when you need them.
- Crews, trade coverage, and on-site visit assignments
- Per-technician folders for compliance and assets
- Clients, sites, contacts
Client
BusinessSiteContactClientSiteTechClients, sites, contacts
The commercial truth for who you serve — structured for fast dispatching.
- Client businesses, sites, and team-scoped visibility
- State/city and master data that feed every job
- Files & recordings1. Before7. Client9. Approved
Media
Files & recordings
Before/after site photos, quotes, and call media — in folders your teams already use.
- Work order file trees with Medix-style paths
- Call and recording folders with high upload headroom per policy
- Receivables & invoicing
Invoice
Ready12Invoiced19Paid$8.4kReceivables & invoicing
Ready to invoice, invoiced, and paid — without bouncing spreadsheets around.
- Global receivables queues and work-order payment fields
- HTML quotes and PDFs from templates you own
- Payables & expensesVisit expense$320Part payable$490Technician payoutpaid
Payables & expenses
What you owe the field, tracked from visit lines through to paid.
- To-be-paid and paid visit-expense lines
- Ties back to work order costs for clean accounting
- Parts & equipment
To order
Pending
Delivered
Parts & equipment
From order to pickup — parts queues that match how warehouses actually work.
- To order, delivery, and pickup status lanes
- Tied to work order parts for clear traceability
- Users, roles, sessionsAdminfullOpsroleAccountingrolePermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cellPermission cell
Users, roles, sessions
Role-based access, user management, and optional browser session controls.
- Permission-based modules and per-role defaults
- User sessions, online presence, and optional revoke
- Portal & settingsDisplay nameLogoMapsSession limit
Portal & settings
Your brand, your maps key, and how many concurrent logins the portal should allow.
- Server-driven branding, Google Maps key for the browser, session limits
- Operator settings for branding, maps, and access limits
Client portal
Client portal for work order requests
Give your customers a dedicated entry point: they submit requests with sites and attachments; managers approve when your process requires it; your staff reviews in one queue before jobs reach dispatch.
Teams collaborate on the full work order inside NeonTask — client visibility stays scoped by role and permission.
- 01
Submit
Draft, attach files, send from the portal
- 02
Client-side approval
Managers sign off when another approver exists
- 03
Internal review
Staff queue: approve, reject, or send back with context
- 04
Work order
Approved requests become jobs your crews already run
Deployment
Run it your way
Run NeonTask as a managed service or inside your own boundary. The UI, APIs, and permissions stay the same — only the hosting changes.
- Hosted for youHostedUpdatesBackupsSupport
Hosted for you
We operate the app stack, updates, and backups. You get the portal and API endpoints your teams already use.
- On-prem or private cloud
Review
Setup
Launch
On-prem or private cloud
Keep NeonTask aligned with your infrastructure, security review, and operator requirements.
Trust & control
Security and control, without guesswork
Permissions, sessions, and operator controls are product decisions. NeonTask does not hide the knobs for operators.
- Fine-grained NeonTask and Identity permissions
- Optional per-user and portal-wide online session policies
- File storage: local disk or S3 in your own infrastructure
Want to see NeonTask with your own workflow?
Book a walkthrough. We’ll tailor it to dispatch, visits, files, and billing — with the exact permission model you need.
Book a demo
See NeonTask on your workflow.
We’ll show the NeonTask workflow from intake and dispatch through field updates, files, and accounting queues.
Workflow
Follow one job from intake to paid.
Controls
Review roles, permissions, and operator settings.
Rollout
Discuss setup, data, users, and timing.
Prefer email? [email protected]