Taskrol feature
Appliance Parts Diagrams by Model Number, Inside the Job
Open the exploded views for the model on the ticket without leaving the job, find the part in the list under the drawing, and put it on the job and the shopping list with Add.
Solo stays free forever for one technician and one company. Paid plans include a 7-day trial.
The short answer
Taskrol opens the exploded-view parts diagrams for the appliance model on the job: tap Diagrams on the appliance, find the part in the list under that page of the drawing, and Add puts it on the job and the shopping list at $0.00, with the MSRP shown for reference only so you set the price.
Every parts lookup starts at the model plate, and on most calls it goes the same way: the model is typed into a parts website on a phone, the right drawing is found by scrolling, and the part number is copied back into the job by hand while the customer watches.
In Taskrol the drawings come to the job instead. Once the appliance's model is on the job, a Diagrams link on that appliance opens the exploded views for that model, one page of the drawing at a time, with the parts on that page listed underneath: description, part number, and the MSRP where the catalog has one. Add puts the part you found on the job and on the shopping list, so the number is never retyped.
What Taskrol does not do is price the part for you. It comes onto the job at $0.00, the MSRP next to it is there for reference only, and you set what you charge. When you buy the part, you record what you actually paid.
Appliance Parts Diagrams Inside the Job — Find the Part, Add It in One Tap
Enter the model number on the job and tap Diagrams: the exploded parts diagrams for that model open in the app. Tap Add and the part goes on the job, on the shopping list, and on the invoice when you create it, ready for your price.
How to find a part on a parts diagram in Taskrol
- Put the model on the job. Type the model number on the appliance, or photograph its data plate and let Taskrol read brand, model and serial off it. With no model — or with “unknown” or “TBD” in the field — there is nothing to open.
- Tap Diagrams on the appliance. The Diagrams link sits on the appliance's card in the job, under the serial number. Taskrol starts fetching the drawings in the background when the appliance is saved, so they are usually ready by the time you tap it.
- Find the part. Each page of the exploded view carries its own name, with a counter such as 3 / 16 when the model has several pages. The parts on that page are listed under the drawing with their description, part number and, where there is one, MSRP. In the iPhone app you swipe between pages, and pinch or double-tap to zoom into the corner where the bracket lives.
- Tap Add. Add on the part's row puts it on the job and on the shopping list, and “Part added to job” confirms it. The part comes in at $0.00 — the MSRP is not carried over. If the job was still New, it moves to In Progress.
- Price it on the invoice. When you create the invoice, every part on the job is already a line on it, at the price the part carries on the job: $0.00 for a part added from a diagram that hasn't been bought yet. Enter what you charge.
- Record the purchase. When you buy the part, open it under Parts on the job and tap Buy. The Purchase dialog takes the quantity, the price you paid and the supplier; once a price above $0 is saved, the part comes off the shopping list. Buying doesn't mark the job ready by itself — switch on Parts received in the job's menu when the part is in hand, and the job shows under Ready to install.
The drawings for the model already on the job
No second site and no second search. The job has the model, so Diagrams opens the exploded views for that model, page by page, with each page's parts listed under its drawing.
Part numbers nobody retypes
The part lands on the job and on the shopping list with the description and part number from the diagram, so the number on the list is the catalog's, not one copied by hand off a phone screen.
MSRP for reference, your price on the invoice
The MSRP on each row is there to glance at, not to bill. The part comes onto the job at $0.00, you set what you charge on the invoice, and what you paid is recorded when you mark it bought.
On the customer's appliances too
Each appliance in the customer's record has the same Diagrams link, for looking a part up before anyone drives out. Adding a part happens on the job, so it lands on the job it belongs to.
Parts diagrams on every plan
Parts diagrams are on every plan, including the free Solo plan. There is nothing to switch on: put a model on a job and the Diagrams link is there.
Straight about coverage
Coverage depends on the model, and some have no drawings; when there are none, the screen says “No diagrams for this model.” Some refrigerators need the full model number with the revision suffix from the nameplate, and the app asks for it rather than guessing.
Built into the job
Exploded views are not new: parts distributor portals and manufacturer-network software show them too. What changes here is where they open — on the job that already has the model, the customer and the shopping list — so the part you find goes on the job from the same screen.
Frequently asked questions
What happens to the price when I add a part from a diagram?
It comes onto the job and the shopping list at $0.00. The MSRP shown on the diagram is for reference only and isn't copied to the job, the shopping list or the invoice. You enter the price you charge on the invoice, and what you paid when you record the purchase.
Which plans include parts diagrams?
Parts diagrams are on every plan, including the free Solo plan. Current plan prices are on the pricing page.
What if there are no diagrams for my model?
The screen says “No diagrams for this model.” Coverage depends on the model. Some refrigerators need the full model number with the revision suffix from the nameplate, and Taskrol asks for it. The first time a model is looked up, preparing the drawings can take up to a minute; if they can't be loaded, you see “Diagrams temporarily unavailable.” with a Retry button.
How is this different from looking the part up on a parts website?
The drawings are the kind a parts website shows; the difference is where they open. Here they come from the job, for the model already on it, so nothing is typed twice, and Add puts the part on the job and the shopping list instead of into a note or a screenshot. Parts distributor portals and manufacturer-network software offer exploded views too — in Taskrol they are built into the job.
Can I add a part from the customer's record?
Not from there. The diagrams on an appliance in the customer's record are for looking a part up before the visit. Adding a part happens on the job, so it lands on the right job.
How do I record buying the part?
Open the part under Parts on the job and tap Buy. The Purchase dialog takes the quantity, the price you paid and the supplier, and once a price above $0 is saved the part leaves the shopping list. Buying doesn't mark it received: that is the Parts received switch in the job's menu.
Solo stays free forever for one technician and one company. Paid plans include a 7-day trial.