Sign in to TaskBook
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RBA HR Management
Select a staff member
Import HR data
Validate employee and time-off CSV exports before explicitly importing reviewed rows into the HR roster.
Preview results
Only row locations and issue categories are shown. Employee values remain hidden.
| Source | CSV row | Lane | Result | Issue | Fields | Explanation |
|---|
Job titles
The real-world jobs HR assigns to employees. Job titles don't grant any TaskBook access.
Upload Schedule Report
Upload the latest Andersen export to start a new 14-day sync run.
RForce request
RForce Calendar Audit
Calendar diff
My Schedule
Review assigned jobs for the next 14 days.
Kanban
90-Day Schedule
Review the latest 90-day schedule, filter rows, and send updates to selected contacts.
Install Offers
Load install-needed rows, pick contacts, and send date options.
Service Date Offerings
RForce Scheduling
Verify a Work Order, adjust allowed scheduling fields, and queue the RForce appointment.
Staten Island addresses must be scheduled manually in RForce. Automated scheduling cannot book Staten Island Work Orders right now, so please do not queue them here.
Scheduling Queue
Loading queue status...
| Status | Work Order | Resource | Schedule | Operator | Updated | Actions |
|---|
No RForce scheduling jobs match this view.
Rows 0-0 of 0
Calendar Management
Preview report rows, reconcile calendar events, and run targeted batch updates.
Import Report
Upload a schedule CSV, preview the work orders, then apply only the selected rows.
| Work Order | Sold Order | Customer | Installer | Type | Scheduled Date | Arrival Window | City |
|---|
Browse Calendar
Load the day schedule, inspect calendar events, and select rows for batch actions.
| Work Order | Customer | Installer | Start | End | City | Type | Actions |
|---|
Batch Actions
Select calendar rows to enable batch updates.
Event Editor
Load one work order to inspect, create, update, or delete its calendar event.
Details payload
Select an event row or load by work order to view details.
Native Diagnostics
Review read-only parity evidence for the TaskBook native calendar collections.
Cutover Readiness
Not runCutover Evidence
Not runNative Conflict Audit
Not runLatest Report Comparison
Not runGoogle Read-only Comparison
Not runEscalated Comms
Track RForce escalation messages and monitor response follow-up from TaskBook.
Connect your rForce account to use Escalated Comms.
Follow-ups that need your attention
All communications tracked in TaskBook, across the team. Select a number to review its messages.
Loading team overview…
| Customer / order | Sent by | Status | Response due | Last response check | Message |
|---|
No messages match this view.
Deadlines use each message’s saved response deadline. “24+ hours overdue” means a full day beyond that deadline. Status reflects the latest saved response check; open the conversation to confirm recent replies. Unconfirmed sends remain marked for review. Alerts stay inside TaskBook and update every minute while TaskBook is open.
Create Message
Search RForce, compose the escalation text, and save a TaskBook draft. Posting to RForce requires review and explicit confirmation.
Queue
No escalation records loaded.
| Record | Category | Response | RForce | Due | Action |
|---|
No escalations found.
People & Access
Give people the access their work needs, see what each person can do, and review every change.
People
Choose a person
See what they can do in TaskBook and Fieldwork, and change it.
Fieldwork roles
Choose a role
Roles set what a group of people can do in each Fieldwork area. Changes apply to everyone with the role.
TaskBook tab defaults by account type
The tabs offered when someone's account type changes. Existing people keep their tabs unless you choose to apply the defaults.
Employment role template
Communication Analytics
Filter communication activity by date, user, and channel.
Advanced recipient filter
SMS Sent
0
Email Sent
0
Calls Sent
0
Total Sent
0
Sender Summary Preview
Use By Sender for the full grouped table.
By Sender
| Sender | SMS | Calls | Total |
|---|
Recent Sends
| Sent At | Sender | Channel | Recipient | Type | Status | Work Order |
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