TaskrolTaskrol

Everything you need

Jobs, clients, inventory, invoices, telephony—and the details that make Taskrol different.

Feature list

How it breaks down by area—with an in-app preview next to each highlight where it helps.

Inventory & Parts

Taskrol Inventory Stock tab with parts table and bin locations

Full warehouse automation

Detailed income and expense reports. No need to store model photos on your phone. Automatic parts lists—never forget to buy a part and always know which job it needs to go to. Your warehouse stays organized; you always know where everything is.

Taskrol shopping list with parts tied to open jobs for reorder reminders

Handy Automations

You won’t forget to buy parts: anything the job needs lands on your shopping list automatically, so reminders stay tied to real work instead of sticky notes.

Taskrol Statistics tab with jobs summary, inventory value, and jobs-by-day chart

Know what's in your truck—in dollars

Parts on the van aren't just SKUs—they're cash on wheels. Statistics shows current stock value so you always know how much rolling inventory you're carrying, not only what you spent on parts last week.

Jobs & Dispatch

Taskrol mobile app Overview tab with revenue and jobs today, upcoming jobs, and needs attention

Job and Client in One Screen

Create a job and client in one window. If you're behind the wheel, create both in just a few clicks—no switching screens, no extra taps.

Taskrol job screen with device information and parts line

Device, Parts & Failure Stats

Add devices and parts info directly to the job. Once you have the model, check failure statistics—know what usually breaks and come prepared.

Taskrol Map tab showing jobs on a map and a scrollable job list

Today's Jobs on Map

All jobs as numbered markers. Filter by today or tomorrow. Tap a marker for directions or job details—including drive time and ETA to the stop when you’re routing from where you are.

Taskrol client profile: address with automatic tax rate shown under the location

On My Way, tax & templates

On My Way SMS with a real ETA for the homeowner, automatic tax rate from the job address, and customizable templates—so the boring, error-prone stuff is already filled in before you send anything.

Taskrol Team Management screen with My Company members and roles

One Account, Multiple Teams

Team Management is where you switch My Company and teams you belong to—see members, roles, and invites in one place, no separate admin portal. Business owners can team up: when you collaborate, you don’t have to log out and back in just to knock out someone else’s job—stay in Taskrol and flip between teams in the same session. Your own employees live under your company; independent contractors keep using their Taskrol with their business, so they’re not forced to leave their app to do yours. However many companies you’re tied to, sales and revenue roll together in Statistics, so you still see how each relationship performs without juggling accounts.

Invoices & Payments

Taskrol My Companies screen listing multiple company profiles under one user

Multiple companies, one account

Run more than one business from the same login: open My Companies to switch the active company. Send estimates and invoices with the correct legal name and details for each entity, route payouts to separate bank accounts, and keep client-facing documents tied to the company that earned the job—without juggling extra logins.

Estimates & Invoices

Create estimates or invoices per job. Group items by device. Tax rate from address zip. Public link for client signature.

Payments

Accept credit cards, checks, or other payment methods. Pay by invoice. Refunds and disputes in one place.

Communication

Telephony & SMS

Buy phone numbers, manage SMS templates. Chat with clients. Incoming call integration with CRM.