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What's new

Recent Taskrol releases — features and improvements we ship for owners, office staff, and technicians in the field.

  1. QuickBooks Online integration

    • Connect each company to its own QuickBooks Online company under Settings → QuickBooks with Intuit's sign-in, and match parts, labor, the diagnostic fee, discounts, tips, card surcharges and refunds to QuickBooks items once.
    • From then on each job's customer, invoice and payments go to QuickBooks Online one way when the job is completed, the invoice is sent or the first payment arrives; tips and card surcharges go as a separate sales receipt, refunds as refund receipts, and a later edit updates the same invoice.
    • A sync log shows each document's status with Retry, any job can be sent by hand with Send to QuickBooks, and disconnecting deletes Taskrol's access.
    • Included on the Basic and Pro plans, next to the web report's CSV export of jobs. Every new account starts with 7 days of Pro, no card, so the connection can be tried on real jobs from day one.

  2. Parts diagrams on the job (app 1.12)

    • Put the appliance's model on the job and tap Diagrams on that appliance: the exploded views for the model open in Taskrol page by page, with each page's parts listed underneath by part number. Parts diagrams are on every plan, including the free Solo plan.
    • Add on a part's row puts it on the job and on the shopping list, so the part number is never retyped.
    • Manuals for the model now open from the same screen: Diagrams → Manuals.
    • Shipped in the iOS app 1.12 and on the web.

  3. AI Agent trial and AI Agent packs

    • Try the AI Agent for a one-time $10: 50 AI minutes, plus a business number held for 50 days if you don't have Voice & SMS yet.
    • Monthly AI Agent packs — AI Agent 300 ($49/month, 300 AI minutes) and AI Agent 1000 ($149/month, 1,000 AI minutes) — bought on the web under Subscription → AI Agent.
    • The AI Agent answers the calls you miss, checks the caller's ZIP, offers open technician windows from your real schedules, and books the job.

  4. Technician pay and diagnostic authorization

    • Choose how each technician is paid: a percentage of eligible closed-job margin or an hourly rate from recorded work sessions.
    • Hourly technicians can start and stop time on assigned jobs; On My Way or ETA can begin a session, and job completion stops it.
    • Collect a customer's diagnostic-fee acknowledgment before troubleshooting, separate from later repair-estimate approval.
    • The dated diagnostic signature and fee stay on the job and can appear on invoices created for that service call.

  5. Billing and sign-in reliability

    • Subscription checkout now collects a billing address when you attach a payment method.
    • Web sessions use refresh tokens so you stay signed in more reliably across tabs and devices.
    • Marketing site updates: About page, clearer post-login routes, and smoother app handoff after sign-in.

  6. Web Reports builder

    • New Reports builder on web — customize columns and export the numbers you need for weekly reviews.
    • Card net column shows payout amounts after card fees so reconciliation matches what hits your bank.

  7. Overview dashboard on web

    • Overview stats now follow the date range and calendar period you are viewing — not a fixed “today only” slice.
    • Invoiced totals load from live job data so the dashboard stays in sync with what is on the schedule.
    • Cleaner Overview layout: stats above the calendar, jobs panel at full height, less duplicate chrome.

  8. Team schedules and web settings

    • Company weekly schedule UI — set when your team is available and keep dispatch aligned.
    • Storage and Payment Account settings restyled on web with the same shell as Reports.
    • Online Booking and My Money use consistent top tabs on web.

  9. Sign in with Google and Apple

    • Google and Apple sign-in on the marketing site and web app — fewer passwords to remember.
    • Subscription page with card attach, plan picker, and a 7-day trial before your first charge.
    • After sign-in from taskrol.com, the web CRM opens with your session already in place.

  10. Multi-company, Shopping Lists, AI invoices and telephony

    • Multi-company support — switch companies without logging out between service calls.
    • Shopping Lists so technicians can request parts from the van instead of texting photos to the office.
    • AI-assisted invoice drafting to cut down evening paperwork.
    • Telephony add-on: business numbers, SMS templates, and call history linked to clients.

Questions about a release? Contact support. New here? About Taskrol.