Taskrol feature
Appliance Repair CRM for Service Companies
Run the customer relationship and the service work from one record — customer, appliance, job, technician, parts, paperwork, and payment.
The short answer
Taskrol is an appliance repair CRM: customer management software that keeps the customer, the property and the machine in one record. Every job records the appliance it was for — type, brand, model, serial and a data-plate photo — and the customer's record lists their appliances and every past job, so when the same refrigerator fails three years later, the earlier job on it is right there.
A generic sales CRM can tell you who the customer is and where a deal stands. An appliance repair CRM also needs to tell you which unit is broken, where it is, what happened on the last visit, which technician is going, which part is needed, what the customer approved, and whether the job was paid.
Taskrol keeps the customer, service address, appliance details, jobs, notes, communication, parts, estimates, invoices, payments, and callbacks in one connected workflow. Office staff get the context they need during intake; technicians get the same history in the field.
It is built for appliance repair companies rather than a generic contact database adapted with custom fields. Solo technicians can start free, and growing shops can add team workflows without rebuilding the customer history in another system.
How the appliance repair CRM follows a job
- Capture the request. Create the customer and service job with the address, appliance, complaint, and appointment details.
- Use the existing history. See previous jobs, appliance details, notes, communication, invoices, and callbacks before promising the next step.
- Schedule the work. Assign a technician and keep the appointment connected to the same job record the office created.
- Complete the visit. Add diagnosis, notes, parts, time, estimate, authorization, invoice, and payment without starting a separate customer file.
- Keep the relationship. When the customer calls again, the new visit begins with the full property, appliance, and service context already available.
What Taskrol keeps together
- Customer contact details and multiple service addresses
- Appliances, model and serial numbers, complaints, and prior visits
- Jobs, assigned technicians, status, schedule, notes, and callbacks
- Parts used on the job plus van and warehouse inventory context
- Diagnostic authorization, estimates, invoices, payment status, and signatures
- Business calls and messages associated with the customer when Voice & SMS is configured
- Customer ratings, team roles, technician pay, and business reporting
Appliance repair CRM vs a generic sales CRM
Both can store a contact. The difference is whether the system can carry that contact through a real appliance service workflow without relying on separate calendars, inventory sheets, invoice tools, and message threads.
| Workflow | Generic sales CRM | Taskrol appliance repair CRM |
|---|---|---|
| Core record | Contact, company, lead, and deal activity. | Customer, service address, appliance, and connected service history. |
| Appliance details | Usually notes or custom fields added by the business. | Model, serial number, complaint, prior work, and parts stay with the service context. |
| Daily operations | Meetings and sales tasks; field dispatch often requires another product. | Jobs, technician assignments, arrival windows, calendar, and field access work together. |
| Parts | Product or deal notes, usually separate from van stock. | Parts lookup and van or warehouse inventory connect to the job and invoice workflow. |
| Money | Deal value and sales forecasting. | Diagnostic fee, estimate, approval, invoice, payment status, parts cost, and job margin. |
| Best fit | Long sales cycles, outbound sales teams, and marketing pipelines. | Solo technicians and appliance repair teams running service calls from intake to payment. |
Customer and property records that match real service
Keep phone numbers, emails, notes, ratings, and service addresses together. When a customer manages more than one property, the job still points the technician to the correct location and history.
The appliance on every job, not only the person
Each job records the unit it was for — type, brand, model, serial number, and a data-plate photo — with its complaint, parts, notes, and callbacks, so a refrigerator visit is never mistaken for the washer.
Jobs and scheduling inside the same workflow
Turn the request into a job, assign a technician, place it on the calendar, and let the field team work from the same record instead of copying details into a dispatch tool.
Parts and inventory connected to the repair
Look up parts by model number, see whether a part is already on the van or in the warehouse, and keep what was used attached to the job and billing history.
Estimates, signatures, invoices, and payments
Keep diagnostic authorization, repair approval, estimate, invoice, signature, and payment status connected to the service visit for a clearer customer and office paper trail.
Calls and messages with customer context
When Voice & SMS is configured, business calls and text messages stay associated with the customer rather than disappearing into a personal phone.
The same context for office and field
Owners, dispatchers, office staff, and assigned technicians work from one customer and job history, subject to their account access and role.
Free for a solo technician, ready for a team
Solo is $0 per month for one technician, with unlimited jobs and customers. Basic adds AI invoices, service manuals, team roles and unlimited contractors, with one user included; Pro includes three users, and extra users are billed monthly on both.
Frequently asked questions
What is an appliance repair CRM?
An appliance repair CRM is customer management software built around service work. It keeps the customer, property, individual appliances, job history, technicians, parts, estimates, invoices, payments, communication, and return visits connected instead of storing only contacts and sales notes.
How is an appliance repair CRM different from a sales CRM?
A sales CRM is organized around leads, deal stages, and follow-up. An appliance repair CRM needs to preserve service addresses, equipment details, work orders, scheduling, parts, invoices, communication, and repeat visits. Taskrol centers the record on that operational history rather than a sales pipeline.
Can I keep more than one appliance for a customer?
Yes. A customer can have several appliances, each with its own type, brand, model and serial, and each job records which appliance it was for, so repeat service starts from the earlier job on that machine.
Can technicians see previous service information?
Yes. From the job, a technician opens the customer's record read-only, with past jobs and the appliances' model and serial; owners and office staff can also edit it.
Does the CRM include customer communication?
Taskrol can keep calls and text messages associated with the customer when the Voice & SMS service is configured.
Does Taskrol include scheduling, parts, and invoicing?
Yes. Taskrol connects the customer, their appliances and past jobs to job scheduling, technician assignment, parts lookup, van and warehouse inventory, estimates, invoices, payments, and reporting. The CRM is part of the full service workflow rather than a separate address book.
Is Taskrol free for a solo appliance repair technician?
Yes. The Solo plan is $0 per month for one technician, with unlimited jobs and customers. Basic adds AI-generated invoices, service manuals, team roles and unlimited contractors, with one user included, and Pro includes three users; extra users are billed monthly on both.
Can I use Taskrol on mobile and web?
Yes. Technicians can work in the mobile apps while owners and office staff use the web app, with the same company, customer, and job data kept in sync.