Taskrol feature
Appliance Repair Estimate and Quote Software
Put up to three repair options on the job. The customer owes only the service call until they sign one, and the signed option becomes the invoice.
The short answer
In Taskrol an appliance repair estimate and its invoice are one document: while it is an estimate the customer owes only the service call, the job can carry up to three options, and the option the customer signs becomes the invoice, with nothing retyped.
Taskrol keeps estimates within the service workflow, where the technician and office already have the customer, appliance, diagnosis, labor, and part information. That makes the quote easier to explain and easier to turn into completed, billable work.
The estimate is not a separate file: it is the invoice before the customer approves it. The customer can approve from the link days later, and the options they don't choose stay on the job as Not selected, a record of what was offered.
How it works
- Build the scope. Use the customer and job record to organize the proposed service, labor, parts, tax, and notes.
- Review the price. Present a clear estimate — or up to three options on the same job — so the customer can understand what is included before the repair proceeds.
- Continue to billing. The option the customer signs becomes the invoice; nothing is retyped, and the other options stay on the job as Not selected.
Job-linked estimates
Keep the proposal beside the appliance, diagnosis, technician notes, and service address.
Clear line items
Separate labor, parts, taxes, and other charges so the price is easy to review.
Less duplicate entry
The estimate becomes the invoice when the customer signs, so line items are never rebuilt in another document.
Useful in the office or field
Support the repair workflow whether estimates are prepared by an owner, technician, or office team.
Frequently asked questions
Can Taskrol create appliance repair estimates?
Yes. The estimate sits on the job with the customer and the appliance, and one job can carry up to three options for the customer to choose from.
Can I include parts and labor separately?
Yes. Keeping service, labor, parts, tax, and other charges as clear price components makes the estimate easier to review and carry into billing.
What happens after an estimate is approved?
The option the customer signed becomes the invoice on the same job, and the other options stay as Not selected. You get an Estimate approved notification, and a job that was already closed goes back to In Progress.
Is estimate software included in the free plan?
Yes. Estimates are on every plan, including free Solo.