Operations
Task Management
Tasks that live where your work happens. Linked to contacts, queues, and leads with custom types, priority levels, agent assignment, due dates, and reminders. Auto-generate tasks from workflow automations or create them manually. Manage everything from the web CRM or the mobile app.
Task Types & Priorities
Define custom task types that match your operations: follow-up call, maintenance request, owner check-in, guest complaint, turnover inspection. Set one as the default for quick creation. Custom priority levels with numeric ordering ensure your team knows what to tackle first. Lower priority numbers mean higher urgency.
- Custom task types per company with default selection
- Custom priority levels with configurable sort order
- Display order control for type and priority dropdown menus
- Soft delete support so historical tasks retain their type labels
Agent Assignment & Followers
Assign tasks to specific agents with permission-controlled routing. Separate ACL permissions govern who can assign, who can assign to others, and who can reassign. Add followers to any task, team members who get notified on updates without being the primary assignee. Real-time WebSocket notifications push task events to assigned agents instantly.
- Direct agent assignment with assign, reassign, and assign-others permissions
- Follower lists for team members who need visibility without ownership
- Real-time WebSocket push notifications on task creation and assignment
- Targeted notifications to assigned agents or broadcast to the team
Contact & Queue Linking
Every task can link to a contact record, giving the assigned agent full CRM context, reservation history, and communication timeline when they open the task. Tasks also link to voice queues, connecting operational work to your call center workflow. The contact's full profile is embedded in the task output so agents never need to search for context.
- Link tasks to contact records for full CRM context
- Queue association ties tasks to call center operations
- Contact profile embedded in task detail view
- Agent sees reservation history and timeline alongside the task
Due Dates, Reminders & Completion
Set due dates to keep your team on schedule. Configurable reminders alert agents before a task is overdue. Mark tasks complete with timestamp and attribution, tracking who finished the work and when. Search, filter, and sort tasks by assignee, type, priority, due date, or completion status to manage workload across your entire team.
- Due dates with configurable reminder notifications
- Completion tracking with timestamp and completing agent
- Filter and sort by assignee, type, priority, or status
- Cursor-based and offset pagination for large task lists
Workflow-Generated Tasks
Tasks don't have to be manual. Workflow automations auto-generate tasks when triggers fire: a reservation is created, a lead status changes, a survey score drops below threshold. Each auto-generated task carries the action ID that created it, linking operational work directly to the automation that triggered it. Your team gets assigned work without anyone clicking a button.
- Auto-generate tasks from any workflow automation trigger
- Task creation as a workflow action alongside email, SMS, and tags
- Action ID linking traces each task back to its source automation
- Combine with time delays for scheduled task generation
Notes & Attachments
Add notes to any task with rich text content and file attachments. Notes are polymorphic; they attach to tasks, contacts, conversations, and leads, creating a unified note system across the platform. When a note is added to a conversation-linked task, the contact association carries forward automatically.
- Rich text notes with file attachment support
- Polymorphic notes shared across tasks, contacts, and conversations
- User attribution on every note for accountability
- Automatic contact linking from conversation-associated tasks
Mobile Task Management
Full task management on the SendSquared mobile app. Create, edit, assign, and complete tasks from iOS and Android. Push notifications alert agents to new assignments and approaching due dates. Your field team, remote agents, and on-property staff manage their work from anywhere without opening a laptop.
- Full task CRUD on iOS and Android mobile apps
- Push notifications for new assignments and reminders
- Complete tasks on the go with mobile completion tracking
- Same filters and sorting available on mobile as web
Testimonials
What Our Clients Say
“I can definitely attribute a good number of reservations to SendSquared. Between the easy follow-up communication within the system and the CRM pulling up information as a call comes in, our reservations team is being more intentional on their calls, resulting in better conversions.”
Brock Reich
Chief Operating Officer, Orlando Resorts Rental
“My experience with SendSquared has been eye opening. To be honest I didn't think something this good existed. Having all emails, texts, calls, web chat and marketing in one place has given my company and team a huge advantage. SendSquared has saved us both time and money which are very important factors to my small business of 50 luxury homes. The company is amazing to work with and extremely helpful whenever it was needed.”
Jessica Goree
Chief Operations Officer, Beach Reunion
“SendSquared is a game-changer for our resort operation. Its ability to integrate with our reservation software, providing real-time reservation information during phone calls, allows us the opportunity to build off of the rapport we've already created with our repeat guests. We're answering phone calls asking our guests how their kid's baseball season went, instead of asking for their names.”
Tim Oxborough
Reservation Manager, Sugar Lake Lodge
“We manage over 300 properties and SendSquared has been instrumental in streamlining operations. Consolidating all communications into one platform while maintaining personalized guest experiences has been transformative for our team.”
Shawn Montgomery
Director of IT, Collins Vacation Rentals
“SendSquared is an indispensable tool for us! One of their significant standout attributes is its ability to centralize communication channels, offering a one-stop solution for managing various modes of interaction. This consolidation streamlines our workflows, enhancing our efficiency and productivity. What's better is their customer support elevates the user experience. Their responsive team is always ready to assist, going above and beyond to ensure seamless integration and utilization.”
Fred Cercena
CEO & Founder, GetAway Vacations
Ready to Get Started?
See how SendSquared can transform your hospitality operations.
Schedule a Demo