Quotations lose context after award
Commercial assumptions are not always carried forward into delivery.
For specialist contractors
Connect the quote, technical work, evidence, cost and payment.
Specialist contractors often manage technical jobs with tight documentation, compliance and commercial requirements. Taskeeper keeps those controls connected from quotation through delivery and final payment.
Quote→Project→Technical Tasks→Resources→Evidence→Compliance→Cost→Payment
Why teams change
Specialist work creates heavy admin when technical and commercial controls are separated.
Technical evidence is difficult to trace
Approvals, documents and site evidence sit in different places.
Labour effort is separated from job economics
Resources and time are managed without enough commercial context.
Compliance must be demonstrable
Specialist work often requires clear ownership, evidence and governance.
See Taskeeper in the workflow
Keep compliance connected to the technical job
Compliance status, categories and project context remain visible within the project workspace.
Keep compliance connected to the technical job
Compliance status, categories and project context remain visible within the project workspace.
Follow commercial milestones
Payment milestones stay visible alongside the project budget and delivery.
Connect labour and pricing context
Resource pricing tiers help specialist contractors keep effort and commercial assumptions closer together.
Representative scenario
What this can look like in practice.
A 40-person MEP specialist manages quotations, technical delivery, external supplier services, compliance evidence and staged payments across several projects. Commercial and technical teams need one operating picture from quote to handover.
Import customers, jobs, resources and supplier dataConnect agreed scope to the live projectPlan technical tasks and assign engineersTrack supplier services, documents and evidenceControl compliance and project riskReview payment milestones and handover readiness
Before Taskeeper
The problem is not a lack of software. It is that the operating picture is fragmented across too many places.
Quotation scope is not always visible to the delivery team.
Supplier cost and technical progress are reviewed separately.
Evidence and compliance are gathered reactively at handover.
With one connected workspace
The same customer, project, people, commercial and governance context can support decisions from planning through delivery and closeout.
Connected capabilities
Start with the problem that matters. Connect more of the operation over time.
Taskeeper is designed so each capability becomes more useful when it shares customer, project, people and commercial context with the rest of the workflow.
Quotes & proposals
Keep commercial context before the job enters delivery.
Technical tasks
Assign ownership, dates and progress to specialist work.
Resources & time
Connect labour effort to project execution.
Documents & evidence
Keep project evidence available through delivery.
Risk & compliance
Track governance and mitigation with the work.
Payments
Manage project milestones and outstanding commercial amounts.
Distinctive capabilities
Construction-specific workflows worth seeing in detail.
Proposal → Project
Win the work once. Don't enter it twice.
Create a customer budget assessment quickly, keep every revision in Taskeeper, respond to feedback and — when the proposal is accepted — turn it directly into a live project instead of recre
→Photo Reportage
Every site photo already knows where it belongs.
Capture progress evidence from the exact project or task and keep it organised with the work. Taskeeper stores the project/task context, uploader, timestamp, tags and description so visual r
→Compliance & regulatory control
Compliance that starts with where you're building.
Taskeeper can use project location to surface relevant legal, safety and regulatory requirements for supported markets, helping teams understand what is required, who owns it, what evidence
→Resources & Time
See workload before it becomes a delivery problem.
Understand who is available, healthy, full or overloaded. Connect planned resource allocation with actual time worked so managers can rebalance work, review timesheets and understand labour
→Integrate & onboard
Start with the data you already have. Connect the systems you still need.
Taskeeper is designed to fit into an existing technology landscape rather than creating another data island. Standard onboarding can start with import/export templates, while ongoing integration can use APIs or CSV-based exchange.
Fast data setup
Download the Taskeeper Excel import/export template, populate it with your existing customer, project, resource or other supported data, then import it back into Taskeeper.
01Download template
02Populate with existing data
03Import into Taskeeper
Easy integration
Use Taskeeper APIs for system-to-system integration, or consume and produce CSV files where a lightweight data exchange is sufficient. This supports gradual adoption without forcing every surrounding system to change at once.
API accessCSV exchangeExcel import/exportIncremental migrationExisting-system friendly
Enterprise trust
Security controls built for operational data.
Role-based permissions, MFA, SSO/SAML, encryption in transit and at rest, audit logging, backups and disaster recovery, security monitoring, vulnerability management, incident response, API security, least-privilege access, data retention/export/deletion controls, GDPR/DPA support and multi-company segregation are part of the launch security model.
MFASSO / SAMLRole-based accessEncryptionAudit logsBackups & DRGDPR / DPAAPI securitySecurity monitoringData controls
Review security →Questions from evaluating teams
What teams usually want to know first.
Can specialist contractors use Taskeeper from quotation to delivery?
Yes. Proposal and project workflows can be connected so commercial context is carried into live delivery.
Does Taskeeper support compliance-heavy work?
Yes. Compliance and risk controls can sit alongside project tasks, documents and delivery context.
Can team effort and pricing be maintained?
Yes. Resource profiles support tasks, pricing tiers, time sheets and skills.
Can payment milestones be tracked per project?
Yes. Project payment views include milestone amounts, due dates, registered values and collection status.
See your workflow in Taskeeper
Start with the operational problem that matters most.
Bring one real workflow to a demo and map it to the Taskeeper capabilities that can create value first.