Taskeeper connects commercial, delivery, workforce, financial and governance information that construction businesses usually manage in separate places.
Current Taskeeper workspace views shown throughout this page are captured from the populated test environment.
Explore the current platform through real workflow-oriented product views.
A customer does not disappear when a proposal is approved. A task does not exist independently from its resource cost. A payment does not exist independently from the work being delivered. Taskeeper keeps those relationships visible.
Taskeeper becomes more valuable when the same customer, project, people, field and commercial context can continue from one stage of work to the next.
Turn an accepted proposal into a live project without re-entering the job.
→Move from baseline to visible, accountable delivery.
→See who is available, full or overloaded and connect planned work to actual hours.
→Keep communication in context and control what each stakeholder can see.
→Turn site activity into structured evidence instead of scattered files.
→Surface location-aware requirements and make compliance gaps visible.
→Keep project financial context close to delivery and billing decisions.
→Prepare and revise customer budget assessments in Taskeeper, then convert an accepted proposal directly into a project so commercial context does not have to be rebuilt for delivery.
Maintain individual and organisation customers, contact details, addresses, affiliates and a chronological interaction history.
Keep proposals close to customer context and turn approved work into a connected delivery workflow.
The sales context remains available when the team moves from winning the work to delivering it.
Establish scope, customer requirements, location, dates, project manager, estimated budget and resource context before execution begins.
Create projects with the operational information needed downstream, not just a project name and due date.
Manage internal and external resources with the information needed for assignment and cost visibility.
Establish an initial project budget and maintain visibility as task and external delivery costs accumulate.
Tasks, messaging, comments, controlled client access and Photo Reportage help keep the work, the conversation and the evidence closer together.
Create task structures with assignees, work percentage, pricing tiers, budget and delivery dates.
Track work days, hours, hourly rate and calculated amount by resource and month.
Keep delivery evidence inside the same project context used to manage tasks and commercial milestones.
Resource planning, timesheet review, project control and client visibility are not separate stories—they are different views of the same operational data.
Review utilisation across people and projects, identify overload and rebalance work before it becomes a delivery issue.
Connect submitted effort to the projects consuming it.
See progress, hours, task status and team pressure together.
Keep milestones, updates and payment context visible in a client-facing project experience.
Compare allocated and actual hours by project and resource.
Use resource utilisation and timesheets to understand people and effort; keep budgets and payments near delivery; surface compliance requirements and connect gaps to risk.
Track project budget position alongside task cost, external supplier cost and client payment milestones.
Track risks with ownership and structured control information rather than relying on informal notes.
Maintain compliance status and surface overdue or non-compliant items alongside operational work.
Keep supplier services and external parties visible inside project cost and delivery context.
See project budget, registered and unregistered amounts, due amount and milestone timing.
Review category-level compliance status and the regulations requiring attention.
Use heat maps, risk categories and status reporting to focus management attention.
The analytics layer combines delivery and financial signals so management can see more than task completion.
Analyse Active/Delivered projects alongside Expected Revenue, Expected Profit, Costs, Planned Budget, Received Payments, Actual Revenue, Actual Profit and Actual Budget.
A practical view of where each capability sits in the operating model and what it connects to.
| Capability | What it helps manage | Connects naturally to |
|---|---|---|
| Customers / CRM | Organisations, individuals, contacts, interactions, addresses, affiliates | Proposals · Projects |
| Proposal Management | Commercial opportunity and project handoff | Customers · Projects · Budget |
| Project Management | Requirements, location, dates, budget, delivery context | Tasks · Payments · Compliance · Documents · Reports |
| Task Management | Tasks, subtasks, assignees, progress, delivery dates, budget/cost | Resources · Time · Projects |
| Planning Views | Table, Gantt, Kanban and Calendar views | Tasks · Project delivery |
| Team / Resources | Internal/external people, skills, teams, business hours, pricing | Tasks · Time · Cost |
| Time Tracking | Monthly work days, hours, rates and calculated amounts | Resources · Projects · Cost |
| Documents | Files, tags, project/task evidence and exports | Projects · Tasks · Reports |
| Suppliers | External delivery parties and service cost context | Projects · Resources · Budget |
| Budget Management | Planned project/task financial boundaries and cost position | Tasks · Suppliers · Payments · Analytics |
| Payments | Milestones, due amount/date, collection and registration status | Projects · Budget · Analytics |
| Billing & Invoicing | Commercial administration around delivered work | Customers · Projects · Payments |
| Risk Management | Likelihood, impact, ownership, mitigation, escalation and issues | Projects · Tasks · Analytics |
| Compliance Management | Status, overdue controls, score and category tracking | Projects · Governance · Reporting |
| Reports / Photo Progress | Project evidence, delivery outputs and completion context | Projects · Documents · Handover |
| Analytics | Projects, proposals, revenue, profit, cost, budget and payments | Management decisions |
Start with Excel import/export templates for fast setup, exchange data through CSV where appropriate, and use Taskeeper APIs when you need a deeper system-to-system integration.
Download the supported Excel import/export template, populate it with your current data and import it back into Taskeeper.
Use APIs for deeper integrations or CSV consumption/production for lightweight exchange with finance, CRM, reporting or other operational systems.
Use Taskeeper for the problem you need to solve today, then connect more of the customer, project, workforce and commercial lifecycle as your team adopts it.