Taskrol feature
Appliance repair work order software: the job, the appliance and the parts on one screen
One record from the first call to the paid invoice: who, where, which machine, which part, and the return visit linked to it.
The short answer
Taskrol is appliance repair work order software: one job record holds the customer, the service address with its gate code, the appliance with model and serial, the parts with their status, up to three estimate options, photos, notes and the assigned technician. Quick Job creates the customer and the work order on one screen, and the record moves through New, In Progress, Warranty, Completed or Cancelled.
In a shop opening 150 work orders a month where almost every one needs a part, a work order is never just a name and a time slot. It has to carry the machine, the part and the money until the job is paid. Taskrol runs every day at Cactus Appliance, an appliance repair company in Orange County, California.
In a generic work order app, a job is a customer, an address and a line item: the appliance is something typed into the notes, and the part and the return visit are tracked outside the job. Even copying a phone number or an address can mean a trip into an edit screen; we checked Housecall Pro's app in September 2026, and a job's phone number and address could not be copied there.
So the work order in Taskrol is built around the repair. The appliance sits on the job with its model and serial, the parts sit under it with a status, the estimate and the invoice are one document, and a warranty return is a linked job, not a new one.
Appliance repair work order software on video: a work order created in 39 seconds
Short demo of creating and working a service job in the appliance repair CRM.
How to run an appliance repair work order from the first call to the paid invoice
- Create the customer and the work order together. Open Quick Job. Search the customer by name or phone, or type a new one; add the address with its gate code, appliance type, date and time, technician and notes. Create Job saves the customer and the work order at once; a call in the Voice & SMS log can start one prefilled.
- Put the appliance on the job. The technician adds the machine: type, brand, model, serial; the camera reads the model and serial off the data plate. With the model on the job, its parts list, diagrams and manuals open from the same card, and the appliance is saved to the customer's record.
- Attach the parts, with a status. A part found in the search or added from a diagram lands on the job as Ordered and on the shopping list. Buying it makes it Allocated; fitting it makes it Used, with the cost on the job and in the margin report. A part already on the van skips the list.
- Sign the diagnostic, then the estimate. The customer signs the diagnostic authorization on the phone, drawn or typed. The estimate holds up to three options on one document; the customer owes only the service call until they approve one by the link, and the approved option becomes the invoice.
- Wait for the part in In Progress, then flip Ready to install. The work order stays In Progress while the part is on its way. When it arrives, the technician switches Parts received, and the job shows under the Ready to install filter for whoever books the return. Picking a new date clears the flag.
- Complete, or book a Warranty Call. Take the payment and close the job; a completed work order locks against edits. If the customer calls back, Warranty Call on the finished job creates a linked job — customer and appliances copied, marked Warranty, out of job counts unless you charge for it.
A generic work order app vs an appliance repair work order
A generic work order app knows a customer, an address, a description and a status. It can hold an appliance repair — the model in a custom field, the part in the notes — but it doesn't know what a model number is for, or that a return visit belongs to an earlier job.
| Workflow | Generic work order app | Appliance repair work order in Taskrol |
|---|---|---|
| The appliance | A description field, or a custom field someone set up for the model number. | Type, brand, model and serial on the job. The camera reads the data plate, and the model opens the parts list, diagrams and manuals for that machine. |
| Parts | A line item, or a note that says "ordered pump." | Each part carries a status — Ordered, Allocated, Used — and sits on the shopping list until bought. Its cost follows it into the margin report. |
| Estimate and invoice | Often two documents, sometimes two tools; the approved estimate is re-entered as an invoice. | One document. The customer signs the diagnostic fee, picks one of up to three options, and the approved option becomes the invoice. |
| The return visit | A new ticket that doesn't know about the first one. | Warranty Call from the finished job: a linked job, customer and appliances copied, marked Warranty, out of job counts unless you charge. |
| Phone and address | Tap to call, tap to navigate; copying is often a trip into an edit screen. | Press and hold copies the number or the address, so you can text a colleague where you're heading from your own phone. |
Quick Job: the customer and the work order on one screen
Search by name or phone and the existing customer is picked up; type a new one and it's created with the job. Address, appliance type, date and time, technician, lead source and notes sit on one form, and the Notify client switch texts the customer about the visit.
The appliance with model and serial, read from the data plate
Each work order carries the machine — type, brand, model, serial — and the camera fills in model and serial from the data plate. Once the model is there, the Diagrams link opens its exploded views, the manuals are one tap away, and the parts search knows what it's looking for.
Parts with a status, not a note
Parts on the job are Ordered, Allocated or Used: on the shopping list, bought or taken from the van, or fitted with the cost charged to this job. Tap a part to buy it, with quantity, price and supplier recorded.
Statuses that match a repair: New, In Progress, Warranty, Completed, Cancelled
The job list on the phone and the web filters by those five statuses, by technician, by Ready to install and by search. Completed and Cancelled lock the work order; a new date on a completed job reopens it as In Progress, and cancelling records the reason.
Ready to install: the queue of parts that have arrived
A job waiting on a part stays In Progress. The technician flips Parts received when the box arrives, and the work order shows under Ready to install until someone books the return.
Warranty Call: the return visit linked to the original
On a finished job, Warranty Call asks for the technician, date and time and creates a new work order with the customer, address and appliances copied. It shows the original job number in its header and stays out of your job counts unless you take a payment on it.
Assign a technician from the job, with a reminder before the visit
Pick the technician on the work order or in Quick Job; a slot inside his blocked-off time is refused before saving. He sees the job in his list and calendar and gets a push an hour before the visit. Reassigning and deleting stay with the office — owner, managers and operators. Assigning to other technicians comes with Basic and Pro.
Photos and a timeline on every work order
Take photo or Choose from gallery puts pictures on the job; anyone who can open it may add or remove them until it's completed. The Tracking tab lists what happened and when: created, date changed, work started, part added, estimate approved, invoice sent, payment received, completed.
Frequently asked questions
What is appliance repair work order software?
Software that keeps a repair job as one record: customer and address, the appliance with model and serial, parts and their status, the approved estimate, invoice and payment, and any warranty return. Taskrol adds what generic apps leave to notes: the model's parts list, a Ready to install queue, a linked warranty job.
Can technicians edit work orders on the phone?
Yes. The assigned technician opens the job in the mobile app and edits the appliance, parts, notes, photos and schedule, signs the diagnostic with the customer, builds the estimate and takes the payment. Reassigning and deleting stay with the office, and a completed work order is locked.
Can I attach photos to a work order?
Yes. Take photo or Choose from gallery on the job adds pictures — the data plate, the failed part, the finished install. Anyone who can open the job may add or delete photos until it is completed; they stay with the job afterward.
How do warranty work orders work?
Open the completed job, choose Warranty Call, pick the technician, date and time. The new job is linked to the original and marked Warranty; nothing is retyped, and your statistics count it only if you take a payment on it.
What paperwork does the customer get from a work order?
The estimate/invoice — a PDF by email or a link by text, sent from the job and recorded in its timeline. The work order itself lives on the phone and the web for your team.
How does a technician find out about a work order assigned to him?
The job appears in his list and on his calendar as soon as it's assigned, and the app sends him a push an hour before the visit starts.
What statuses does a work order have in Taskrol?
New, In Progress, Warranty, Completed and Cancelled, the same five on the phone and the web. Ready to install is a flag on top of In Progress or Warranty: the part has arrived and the return visit still needs a date.
Does the work order keep the appliance model and serial?
Yes. Each appliance on the job has a type, brand, model and serial, read from the data plate by the camera. The appliance is saved to the customer's record too, so when that refrigerator fails again in three years the new work order starts from the customer's record, where the earlier job shows that machine.
Is Taskrol's appliance repair work order software free?
For one technician, yes. Work orders, Quick Job, appliances, parts, photos, statuses and Warranty Call are on the free Solo plan. Assigning jobs to other technicians and team roles come with Basic and Pro: Basic includes one user and bills extra users monthly, Pro includes three.