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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 ReachOut Suite?

ReachOut Suite is a free cloud-based software designed for field service management, enabling service companies to effectively coordinate and enhance their field operations. This user-friendly platform boasts numerous features that help technicians and managers perform their tasks more swiftly and efficiently. With smart mobile-optimized forms, digitizing field service operations becomes a seamless process. For audits or inspections, data collection is both quick and precise. Additionally, ReachOut simplifies the recording of customer requests and provides technicians with the most efficient routes to their destinations. Users can monitor progress in real time, oversee the status of work, generate professional invoices instantly, and much more, ensuring that every aspect of field service management is streamlined for success. Overall, this comprehensive solution empowers teams to elevate their service delivery to new heights.

Media

Media

Integrations Supported

Stripe
Twilio

Integrations Supported

Infince
Integry
QuickBooks Online
Xero
ZoomInfo Talent

API Availability

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

$9/user/month
Free (basic): $0/user/month (Forever free) - Get the essential service operations done.
Standard: $9/user/month; Perfect for small, growing businesses
Premium* (our pick): $15 per user/month - Best value and unlocks advanced features.
Ultimate: $25/user/month - The ultimate end-to-end ReachOut experience
Enterprise: Contact vendor

Supported Platforms

SaaS
Android
iPhone

Supported Platforms

SaaS
Android
iPhone
iPad

Customer Service / Support

Web-Based Support

Customer Service / Support

24 Hour Support
Web-Based Support

Training Options

Not specified

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

Fingent

Date Founded

2003

Company Location

United States

Company Website

reachoutsuite.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.

Not specified

Categories and Features

Appliance Repair

Not specified

Appointment Scheduling

Appointment Reminders
Automated Scheduling
Client Database
Mobile Access
Multi-Location
Online Payments
Recurring Appointments

Audit

Alerts / Notifications
Audit Planning
Compliance Management
Dashboard
Exceptions Management
Forms Management
Issue Management
Mobile Access
Risk Assessment

Compliance

Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
Incident Management
Risk Management
Surveys & Feedback
Workflow / Process Automation

Electrical Estimating

Billing & Invoicing
Change Orders
Quotes / Proposals

Field Service Management

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

Fire Inspection

Not specified

Home Inspection

Billing & Invoicing
Commercial Inspections
Photo Editing
Repair Estimates
Report Summary
Templates

HVAC

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Inspection

Appointment Management
Customer Database
Dispatch Management
Equipment Tracking
Photos In Reports
Report Templates

Landscape Management

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Irrigation Tracking
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling & Appointments
Work Order Management

Lawn Care

Billing & Invoicing
Customer Management
Employee Management
Equipment Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service Dispatch

Pest Control

Billing & Invoicing
Customer Service History
Dispatch Management
Fleet Management
Inventory Control
Mobile Access
Pest Activity Tracking
Pesticide Usage Tracking
Quotes / Estimates
Scheduling

Pool Service

Billing & Invoicing
Customer Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Work Order Management

Security System Installer

Billing & Invoicing
Customer Management
Inventory Management
Quotes / Estimates
Scheduling
Work Order Management

Snow Removal

Not specified

Survey

Data Analysis Tools
Email Marketing
Mobile Survey
Question Branching
Skip Logic

Work Order

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

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