Frequently asked questions

Solo is $0 forever for one technician; Basic is $29/month with 1 user; Pro is $129/month with 3 users; each additional user is $29/month on either paid plan; every new account gets 7 days of Pro, no card. Each additional company is $100/month, and yearly billing on Basic and Pro costs 10 months instead of 12. Basic and Pro include AI-generated invoices. Optional paid add-ons are Voice & SMS telephony, AI Agent minute packs, and Automatic ETA & tax rate; the one-time AI Agent trial is $10 for 50 AI minutes and is not a subscription. Card payments cost 3.4% + $0.30 per successful payment. There is no setup fee.

Yes. Every new account starts with 7 days of Pro with full access, and no credit card is required to sign up. When the 7 days end, the account continues on the free Solo plan unless you subscribe to Basic or Pro. If you subscribe, the exact amount is shown at checkout before you confirm.

Taskrol is an appliance repair CRM and field service software by Kereon Inc. It runs jobs, clients, parts inventory, invoices, payments, technician scheduling, and SMS in one app for iOS, Android, and web — purpose-built for appliance repair companies rather than a generic CRM.

Generic CRMs are built around sales pipelines and contacts. Taskrol is built around the real appliance repair workflow: parts and warehouse inventory, the appliance recorded on every job, jobs on a map, van and technician assignment, field invoicing, and payments. Everything is designed for how repair companies actually work in the field.

Yes. Taskrol has native apps for iOS and Android for technicians in the field, plus a web app at app.taskrol.com for office and back-office work. Your data stays in sync across all devices.

Yes. The Taskrol app on iPhone, Android and the web is in English, Spanish and French (Canada): it follows the phone's language, and each user can switch it in the app. This website is in English, Spanish and French as well.

Taskrol is built for appliance and HVAC equipment repair companies — work where each unit carries a model and serial plate — from solo technicians to multi-company operations with office staff and field crews.

Yes. On Basic and Pro, AI reads brand, model and serial off a photo of the appliance's data plate and drafts invoices from the parts and labor on the job. The AI Agent, an optional add-on, answers the calls you miss, checks the caller's ZIP, offers real technician windows and books the job.

A one-time $10 trial of Taskrol's AI Agent: 50 AI minutes on real calls. Without Voice & SMS the trial includes one business number, held for 50 days; with Voice & SMS, the minutes apply to your existing number. Separate from monthly CRM plans and Voice & SMS. SMS and A2P registration come with a paid Voice & SMS plan. Setup steps (company and technician schedules and ZIP areas) are on the AI Agent trial page.

Yes, with the optional Voice & SMS add-on: phone numbers, SMS templates, and automatic appointment, on-my-way and job-status texts. The drive-time ETA in those texts is the separate Automatic ETA & tax rate add-on. It uses compliance-friendly consent (opt-in) flows so you can text customers responsibly.

Basic is $29/month with 1 user and Pro is $129/month with 3 users included; each additional user is $29/month on either plan, and Basic is not capped at one user. A team of 5 in one company, billed monthly, is $145/month on Basic or $187/month on Pro; yearly billing on Basic and Pro costs 10 months instead of 12. Each additional company is $100/month. Team roles, permissions and technician assignment come with Basic and Pro; Pro adds the shared company warehouse and the company-wide shopping list. On both, subcontractors are unlimited and take no seat, because each one works from their own Taskrol account.

Parts diagrams are on every plan, including the free Solo plan; service manuals are on Basic and Pro. Both open from the appliance on the job: put in the model number and the exploded views for that model are there page by page, with each page's part numbers. The drawings come from the Encompass appliance parts catalog that Taskrol integrates with, so you need no Encompass account.

No. Taskrol is built around the shortest path from the call to getting paid: Quick Job creates the customer and the job on one screen, so a new job takes about 15 seconds while the caller is still on the line. Everything after that sits on the same job — the appliance with its model and serial, the parts search for that model, the parts diagrams, the estimate, the invoice and the card payment. Each workflow has a short video guide, and every new account starts with 7 days of Pro to try it on real jobs.

Yes, any time, from the subscription page in the Taskrol web app: renewal stops, and you keep Basic or Pro through the end of the period you have already paid for. After that the account continues on the free Solo plan, and your jobs and customers stay in it. The refund rules are in section 4 of the Terms of Service; a subscription bought through the App Store or Google Play is cancelled in the store.

Yes. On Basic and Pro, the web report exports a CSV with one row per job — date, status, technician, appliances, address, payment method, revenue, card net received, margin, parts cost, taxes and tips — filtered by period, technician or payment method. For a customer list or any other export, write to support@taskrol.com and the support team sends it.

Yes, migration is available. Housecall Pro (the customer list), Workiz and Markate import directly in the Taskrol web app under Settings → Database import. From any other system, send your export to support@taskrol.com and our support team does the migration for you — we move what your old system exports.

Yes, with QuickBooks Online, on the Basic and Pro plans. The company owner connects it in Settings → QuickBooks with Intuit's sign-in and maps Taskrol's line types to QuickBooks items once. From then on each job's customer, invoice, payments, tips, card surcharges and refunds are sent to QuickBooks as the job is completed and paid, one way from Taskrol. For a bookkeeper who prefers a file, the web report on Basic and Pro also exports a CSV of jobs with revenue, card net received, margin, parts cost, taxes, and tips.

Yes, on the day's map. Every visit is a pin numbered in schedule order with its arrival time, and the dispatcher plans and optimizes the route there by setting that order and dragging jobs between technicians and hours. Work is assigned by each technician's work schedule and service area (ZIP codes).

Search the model's parts list or open its parts diagram on the job and add the part: it lands on the job and on the shopping list with its part number. The lookups use the Encompass appliance parts catalog, with no Encompass account needed. Buy the part from your supplier as you do now and record the quantity, the price and the supplier with Buy on the job. When the part arrives, mark the job Parts received and it shows in Ready to install, waiting to be scheduled.

Yes, for HVAC equipment repair. Taskrol is built for appliance and HVAC equipment repair, where each unit carries a model and serial plate.

Yes. Reports in Taskrol are built from your real jobs and parts, with a CSV export on the web, and we'll build any report you ask for. Write to support@taskrol.com with what you need to see.