TaskCollect Help Center

Getting Started

• Install & Setup

Administrator Guides

• General Configuration
• Role Permissions
• Configuring Employees and Teams
• Collection Procedures
• Credit Agencies
• Customer Onboarding Workflow
• Email Templates

User Guides

• Customer Onboarding
• Credit Reports
• Credit Monitoring
• Customer Record Information
• Customer Workbench
• Task Workbench
• Customer Communications
• Promises To Pay
• Disputes
• Key Performance Indicators
• Reporting

Product Updates

• Release Notes
• Help Article Updates