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What is Taskrol?

Taskrol is an all-encompassing CRM and field service management platform tailored specifically for appliance repair companies, addressing the requirements of business owners, dispatchers, and technicians. This solution streamlines the administration of customers, job assignments, scheduling, estimates, invoices, payments, and technician workflows via user-friendly web and mobile applications. A key feature of the platform is its calendar, which allows teams to effortlessly manage their assigned and unassigned tasks, allocate technicians efficiently, and reserve time for breaks or other obligations. Furthermore, Taskrol supports diagnostic authorization prior to starting any work, ensuring that diagnostic fees and customer approvals are integrated with the job and accurately reflected on the invoice. The system also offers flexibility in technician payroll calculations, allowing for compensation based on either an hourly wage or a percentage of the job’s profit margin. In addition, Taskrol presents a free Solo plan for solo practitioners, while more comprehensive paid plans are available to support growing service teams, making it a versatile option for businesses of any size. This flexibility not only meets the current demands but also positions Taskrol to adapt seamlessly as a service team’s needs evolve over time. Thus, Taskrol stands out as a holistic solution that fosters growth and efficiency within the appliance repair industry.

What is 8P’s Marketing?

The 8P’s Marketing platform is an all-encompassing AI-enhanced business management tool specifically designed for companies operating in trade and field service industries. This integrated solution offers a wide array of features, including CRM, field service management, scheduling, dispatching, work orders, estimates, invoicing, financial oversight, marketing automation, AI-driven functionalities, customer interactions, and comprehensive reporting, all within a single cohesive system. By leveraging this platform, trade businesses can effectively manage their clientele, technicians, tasks, appointments, estimates, invoices, payments, and everyday operations, eliminating the need to juggle various disjointed tools. Moreover, its innovative Revenue Recovery Engine assists organizations in seizing missed opportunities by employing strategies such as recovering overlooked calls, automating follow-ups on estimates, re-engaging dormant leads, sending timely service reminders, soliciting customer reviews, and optimizing communication workflows with clients, thereby significantly boosting operational efficiency. Ultimately, this comprehensive platform not only streamlines processes but also enhances overall customer satisfaction, allowing businesses to thrive in a competitive market. By adopting such advanced solutions, companies can position themselves for long-term success and growth.

Media

Media

No images available

Integrations Supported

Stripe
Twilio

Integrations Supported

Stripe
Twilio

API Availability

Has API

API Availability

Has API

Pricing Information

$0/month
Solo — $0/month, free forever: 1 company, 1 technician, unlimited jobs and customers; scheduling, map, parts, invoices and card payments. Not a trial, no credit card to start.

Basic — $29/month, 1 seat: everything in Solo plus AI-generated invoices, appliance manuals and exploded diagrams on the job, warehouse inventory with low-stock reminders, unlimited contractors, margin and inventory reports, call recording.

Pro — $129/month, 3 users included: everything in Basic plus a shared company warehouse, company-wide shopping list, technician scheduling and assignment, team roles and permissions, reporting by technician.

Paid plans include a 7-day trial. Card processing on customer payments: 3.4% + $0.30 per successful transaction.
Free Version
Free Trial Offered?

Pricing Information

Pricing not provided
Free Version
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Taskrol

Company Location

United States

Company Website

taskrol.com

Company Facts

Organization Name

8P’s Marketing

Company Location

Canada

Company Website

8psmarketing.com

Categories and Features

Appliance Repair

Taskrol is a specialized software solution designed specifically for appliance repair businesses. Each service task includes detailed information about the appliance, including its brand, model, and serial number, which can be easily scanned using the camera. Technicians have immediate access to a parts catalog tailored to the specific model, allowing them to quickly locate OEM part numbers and check both van and warehouse inventory without stepping away from the job site. Customers are required to sign off on the diagnostic fee before any assessment takes place, after which they can choose from various estimate options. Once an estimate is approved, it seamlessly transforms into an invoice that can be settled on-site. For warranty-related return visits, these are linked to the original job and excluded from overall job counts. Service manuals can be accessed directly from the job within paid subscription plans. The Solo plan is available at no cost indefinitely for a single technician, without the need for a credit card or trial period, while paid subscriptions start at $29 per month, including a 7-day trial option.

Categories and Features

Field Service Management

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

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