Short walkthroughs for owners and technicians — how to work with Taskrol day to day. Every guide has its own page with the video and a full transcript. Open the web CRM at app.taskrol.com or use the mobile app while you follow along.
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.
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.
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.
Full demo: search parts, run a job from start to finish, and create an invoice with AI assistance — all in one workflow.
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.
Create estimates for customers, convert them to invoices, and send professional billing 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.
