Simple Team Management
Stop running the office on memory.
Simple Team Management is a shared task tracker for small service offices: assign work, watch it move, and tell any client exactly where their job stands the moment they ask. Rather than heavyweight project management, it works as a shared office memory — overdue, stalled, and waiting-too-long tasks are flagged automatically so nothing falls through the cracks.
Built for small, trusted-team service businesses — accounting firms, law offices, repair shops, and agencies.
What it does
Everything the team needs to keep work moving — and nothing they don't.
Assignable tasks with clear statuses
Create a job with a title, details, client, owner, and due date, then track it through four plain-English work statuses.
15-second answers when a client calls
A type-ahead search on every screen pulls up any client's open jobs and their latest timestamped update, so you can answer a caller without asking around.
Automatic anti-forget flags
Overdue, gone-quiet, waiting-too-long, and not-yet-seen tasks are flagged automatically from real activity rather than self-reported, so nothing stays invisible.
Two-tap updates from any phone
Workers set a status and add a quick note in two taps, with ready-made progress phrases and one-click due-date buttons to speed things up.
Owner "Today" dashboard
A single glance groups work into overdue, needs attention, due this week, and everything else, alongside per-worker load and a live team activity feed.
Working-day awareness
All reminders skip weekends and public holidays using an editable Trinidad & Tobago holiday calendar, so nudges never fire over a long weekend.
Colour-coded calendar
See every job on its due date in a month grid, filterable by worker, with holidays and weekends clearly marked.
Complete audit trail
Every task keeps an append-only timeline of who did what and when — created, notes, status changes, reassignments, and more — never edited or deleted.
Optional daily email digest
Each person can receive a once-a-weekday morning summary of their jobs, sent only on days when there is something to report.
Team and role management
Owners add workers or fellow owners, reset passwords, and deactivate accounts while safely reassigning any open work, with history always preserved.
Configurable to your office
Set your company name, reminder thresholds, and the word you use for clients (Client, Customer, or Project) once, and it applies throughout the app.
Interested in Simple Team Management?
Get in touch and we'll set you up or answer any questions.