These short videos demonstrate some of the core features of Taskation.
Customer quotation form
How to use the public-facing quote creation form within Taskation to have enquiries go straight into the system
Add a new customer
How to add a new customer manually to the Taskation system
Creating a quote for a customer
Here, we demonstrate how to use Taskation’s document templating engine to create formatted quote documents for your customers
Task management
Taskation has built in task management to keep on top of your projects. Here, we show you how it works