Taskrol
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What's new

Recent Taskrol releases — features and improvements we ship for owners, office staff, and technicians in the field.

  1. QuickBooks Online integration

    • Connect each company to its own QuickBooks Online company under Settings → QuickBooks with Intuit's sign-in, and match parts, labor, the diagnostic fee, discounts, tips, card surcharges and refunds to QuickBooks items once.
    • From then on each job's customer, invoice and payments go to QuickBooks Online one way when the job is completed, the invoice is sent or the first payment arrives; tips and card surcharges go as a separate sales receipt, refunds as refund receipts, and a later edit updates the same invoice.
    • A sync log shows each document's status with Retry, any job can be sent by hand with Send to QuickBooks, and disconnecting deletes Taskrol's access.
    • Included on the Basic and Pro plans, next to the web report's CSV export of jobs. Every new account starts with 7 days of Pro, no card, so the connection can be tried on real jobs from day one.

  2. Parts diagrams on the job (app 1.12)

    • Put the appliance's model on the job and tap Diagrams on that appliance: the exploded views for the model open in Taskrol page by page, with each page's parts listed underneath by part number.
    • Add on a part's row puts it on the job and on the shopping list, so the part number is never retyped.
    • Manuals for the model now open from the same screen: Diagrams → Manuals.
    • Shipped in the iOS app 1.12 and on the web.

  3. AI Agent trial and AI Agent packs

    • Try the AI Agent for a one-time $10: 50 AI minutes, plus a business number held for 50 days if you don't have Voice & SMS yet.
    • Monthly AI Agent packs — AI Agent 300 ($49/month, 300 AI minutes) and AI Agent 1000 ($149/month, 1,000 AI minutes) — bought on the web under Subscription → AI Agent.
    • The AI Agent answers the calls you miss, checks the caller's ZIP, offers open technician windows from your real schedules, and books the job.

  4. Technician pay and diagnostic authorization

    • Choose how each technician is paid: a percentage of eligible closed-job margin or an hourly rate from recorded work sessions.
    • Hourly technicians can start and stop time on assigned jobs; On My Way or ETA can begin a session, and job completion stops it.
    • Collect a customer's diagnostic-fee acknowledgment before troubleshooting, separate from later repair-estimate approval.
    • The dated diagnostic signature and fee stay on the job and can appear on invoices created for that service call.

  5. Billing and sign-in reliability

    • Subscription checkout now collects a billing address when you attach a payment method.
    • Web sessions use refresh tokens so you stay signed in more reliably across tabs and devices.
    • Marketing site updates: About page, clearer post-login routes, and smoother app handoff after sign-in.

  6. Web Reports builder

    • New Reports builder on web — customize columns and export the numbers you need for weekly reviews.
    • Card net column shows payout amounts after card fees so reconciliation matches what hits your bank.

  7. Overview dashboard on web

    • Overview stats now follow the date range and calendar period you are viewing — not a fixed “today only” slice.
    • Invoiced totals load from live job data so the dashboard stays in sync with what is on the schedule.
    • Cleaner Overview layout: stats above the calendar, jobs panel at full height, less duplicate chrome.

  8. Team schedules and web settings

    • Company weekly schedule UI — set when your team is available and keep dispatch aligned.
    • Storage and Payment Account settings restyled on web with the same shell as Reports.
    • Online Booking and My Money use consistent top tabs on web.

  9. Sign in with Google and Apple

    • Google and Apple sign-in on the marketing site and web app — fewer passwords to remember.
    • Subscription page with card attach, plan picker, and a 7-day trial before your first charge.
    • After sign-in from taskrol.com, the web CRM opens with your session already in place.

  10. Multi-company, Shopping Lists, AI invoices and telephony

    • Multi-company support — switch companies without logging out between service calls.
    • Shopping Lists so technicians can request parts from the van instead of texting photos to the office.
    • AI-assisted invoice drafting to cut down evening paperwork.
    • Telephony add-on: business numbers, SMS templates, and call history linked to clients.

Questions about a release? Contact support. New here? About Taskrol.