Features
Everything a forklift service company needs to manage jobs, stay compliant, and get paid. Nothing it doesn't.
Work Order Management
Create a work order at the customer site. Add line items from your saved templates or type them in. Log labor and parts, mark items as taxable or not. When the job is done, capture the customer's signature and the technician's. Generate a PDF on the spot or email it later.
- Full lifecycle: draft, in progress, completed, invoiced
- Line item templates for common services — PM, tune-ups, fluid changes
- Customer and technician digital signature capture
- PDF generation for on-site delivery or email
- Real-time status visibility across the team
Safety Inspections
Run Ontario OHSA Regulation 851 compliant inspections on any machine type. Each machine type gets its own checklist — a propane forklift and a scissor lift don't get the same inspection. Critical items are flagged. If a critical item fails, the whole inspection fails. No gray area.
- Template-driven checklists for 20+ machine types
- Critical item tracking — auto-fail on critical deficiencies
- Inspector name and certificate number recorded per inspection
- Digital signatures and deficiency documentation
- PDF safety certificates for compliance records
- Automatic follow-up work orders when an inspection fails
- 30-day expiry warnings so nothing slips through
Fleet & Machine Management
Track every machine you service, across every customer. Each machine record carries its specs, service history, current hour reading, maintenance schedule, and safety inspection status. Scan a QR code on-site to pull up the machine instantly.
- Counterbalance forklifts, reach trucks, order pickers, walkie stackers
- Scissor lifts, boom lifts, pallet jacks, skid steers, telehandlers
- Hour and kilometer tracking with maintenance schedule triggers
- QR code scanning for instant machine lookup
- Full service history per machine — every work order, every inspection
Customer Management
One profile per customer. Their contacts, machines, work history, and notes all in one place. Gate codes, loading dock instructions, preferred contact methods — the details that save a phone call.
- Contact management with email and phone
- Special instructions and site access notes
- Subcontractor relationship tracking
- Payment terms and tax exemption status
- Full work order and inspection history
Invoicing & QuickBooks
When a work order is complete, push it to QuickBooks Online as an invoice. One click. Line items, tax, customer — it all carries over. No re-entry. Track payment status from inside TorqueDesk and pull A/R aging reports without opening QuickBooks.
- One-click invoice creation from completed work orders
- Direct two-way sync with QuickBooks Online
- Payment tracking: paid, unpaid, overdue at a glance
- A/R aging and revenue reports
- GL account mapping for service types
Scheduling & Calendar
Google Calendar integration keeps the dispatch board and the field in sync. See who's where, assign jobs, and create calendar entries from work orders.
- Google Calendar integration
- Technician schedule visibility from the admin app
- Create calendar jobs directly from work orders
Mobile-First Design
TorqueDesk is built for the field. The iPhone app is what technicians carry. The iPad app is what dispatch and management use. Both work on-site, even when connectivity is spotty.
- iPhone app for field technicians
- iPad app for dispatch and administration
- Works on-site with offline capability
- Designed for gloved hands and outdoor visibility
See it in action
Get a walkthrough tailored to your operation. We'll show you how TorqueDesk handles your specific workflow.
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