Our Challenge

→ Sending quotes by email and tracking follow-ups manually.
→  Project files scattered across devices and inboxes.
→  No organized system for customer interactions or history.
→  Difficulty scaling proposal volume without missing details

The Solution

Taskeeper provided an all-in-one solution tailored to our size and workflow. We now handle proposals, documents, and customer relationships in one place. Even better, Taskeeper’s AI helps us get started faster by generating task lists automatically when we create new projects — saving time and reducing errors.

Features We Love

→ Proposal Module: Clean and simple interface to create, send, and track professional proposals.
→ Document Management: All project files are stored and shared securely in one place.
→ Customer Tracking: View full history of communications, proposals, and projects with each client.
→ AI Task Creation: New projects come with pre-built task plans we can customize — no blank slates.
→ Professionalism: The whole platform makes us look and feel more polished when bidding.

Results

Since switching to Taskeeper, our operations are more organized, and our clients notice the difference. We’re faster, more consistent, and better positioned to go after larger contracts. The platform has helped us grow with confidence.

Conclusion

Taskeeper has transformed how we run our business at ElectraBuild. It’s the first tool we’ve used that feels like it was actually built for companies like ours. We recommend it to any small contractor looking to get more organized and win bigger jobs.

Miguel Rocha, Project Estimator