Short walkthroughs for owners and technicians — how to work with Taskrol day to day. Tap any video to play it right here.
Under two minutes each — what every part of Taskrol does, before you open the app.
An animated two-minute overview of Taskrol: how calls and online bookings turn into jobs, how the day runs from one board and map, and what the technician does on site — from the data plate to a signed, paid invoice.
Your whole repair day on one board and one map. Book a job in a single screen, see the day hour by hour and colored by technician, drag a job when a repair runs long, check the map before you promise a window, and let the customer get the appointment and an ETA by text.
Every part in its place: the van, the shelf, the box. How Taskrol handles parts inventory for appliance repair — van stock, a shopping list that fills itself, and one buyer for the whole team.
Too much work for your own technicians? Add a partner company to your team and give it the job. It works the job from its own account, and the invoice still goes out from your company.
How quoting works in Taskrol: the customer owes the service call when the technician leaves, the repair price waits for approval, and the option they sign turns into the bill.
Enter the model number on the job and tap Diagrams: the exploded parts diagrams for that model open in the app. Tap Add and the part goes on the job, on the shopping list, and on the invoice when you create it, ready for your price.
The Deposit field on the invoice asks the customer to pay that amount first, from a Pay button on the invoice they receive. When the customer hands over the deposit in cash or by check, it's recorded on the job as a payment instead.
Recorded in the browser at app.taskrol.com — the dispatch board and the setup an office does at a desk: online booking, the AI Agent, shared van stock, and technician pay.
Dispatch software for appliance repair that answers both scheduling questions at once: who is free, and who is already nearby. The calendar, the job list, and a live map of the day on one screen.
Set slot length, gaps, and daily limits, write your out-of-area and confirmation messages, block the days you're closed — then watch a customer book a visit from your public page.
Buy a number, turn on the AI Agent, choose who answers first, set hours, voice and instructions, then give it your service area and technician coverage.
Let technicians see each other's van stock, and let one person buy for everyone: storage sharing, suppliers, a low-stock threshold, and a shopping list you can switch from your own to any technician's.
Set up a technician once: the hours online booking and the AI Agent may fill, the ZIP codes he covers, and how he's paid — an hourly rate or tiered percentage of margin — then read the payroll number straight off the report.
Recorded on a phone — creating jobs, estimates and invoices, parts, and the team, the way technicians and owners use Taskrol in the field.
Full demo: search parts, run a job from start to finish, and create an invoice with AI assistance — all in one workflow.
The customer signs for the diagnostic fee before troubleshooting starts. After the diagnosis the job can carry up to three estimates — and the one he signs becomes the invoice, while the others stay on the job as a record of what was offered.
Short demo of creating and working a service job in the appliance repair CRM.
First-time setup — company profile, basics, and how to start using Taskrol day to day.
Two kinds of people work for a repair company: employees you assign a role to, and subcontractors you don't. Taskrol adds both to the same team without giving them the same access.
Set up automatic SMS and notifications so customers get ETA, appointment, and job status updates without manual texting.
Give the customer up to three estimate options; the one they sign becomes the invoice, and billing goes out from the same job record.
Run more than one business from a single login — switch companies, keep jobs and billing separate, and manage each brand on its own.
Assign jobs, track technicians, and keep everyone on the same page — so your crew runs smoothly without spreadsheets and group texts.
Book a warranty return visit from the job it belongs to: pick the technician and the day, text the customer if you want, and the new job links back to the original.
More written docs: Card payment fees, Pricing.
Questions? Contact support.
