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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 Sercom?

Sercom is a user-friendly platform designed for scheduling both residential and commercial services, making it suitable for individual users as well as larger enterprises. The software boasts an intuitive calendar, offers scheduling suggestions, and sends notifications, providing all the essential tools necessary for managing a field service operation effectively. Users can organize their schedules in alignment with their company's specific requirements. Key features include: • Request and assessment capabilities • Quote generation and time slot booking • Efficient job planning and dispatch services • A dashboard highlighting tasks that need attention • Follow-up features and checklists • Seamless integration with accounting software • SMS notifications for timely updates • Customizable roles and permissions for users. This comprehensive suite ensures that both small and large operations can enhance their efficiency and service delivery.

Media

Media

Integrations Supported

QuickBooks Online
Stripe
Twilio

Integrations Supported

QuickBooks Online
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

$20 per month
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

Abex Technologies

Date Founded

2021

Company Location

Canada

Company Website

www.sercom.io/en

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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