Taskrol feature
Appliance repair profit reports: real margin, not a guess
The short answer
Taskrol reports every job as a row you can total: revenue, margin, parts cost, tax, tips, and what actually landed from card payments after fees. Filter the period, the technician, or the payment method, pick the columns you care about, and download the table as CSV — the file your bookkeeper asks for at the end of the month.
High-volume repair shops don't fail on big tickets — they bleed on dozens of small jobs nobody reconciles. Taskrol tracks money at the part level, so reports assemble themselves instead of becoming a Sunday-night spreadsheet project.
Open your phone for what you made today or this week. On the web, reports read like Excel — familiar layout, real numbers.
Profit from real parts costs
Because costs flow through parts on each job, margin reflects what you actually spent — not a dashboard guess.
Daily numbers on mobile
See revenue and job stats between calls without exporting from three different screens.
Web reports you already understand
Spreadsheet-style layouts on the web — sort, scan, and share without learning a new report builder.
Connected to inventory and jobs
The same parts logged on jobs and tracked in the van feed the reports you trust.
A CSV your bookkeeper can work from
Set the period, choose the columns, download the table. Job number, date, status, technician, appliances, ZIP, address, payment method, revenue, card net received, margin, parts cost, taxes, and tips — one row per job, ready for a spreadsheet or your accountant's system.
Invoices and payments sent to QuickBooks Online
Connect the company to QuickBooks Online and each job's customer, invoice, payments, tips, card surcharges and refunds are sent to your books one way, from Taskrol to QuickBooks, as the job is completed and paid. The CSV remains the file with margin and parts cost per job for a bookkeeper who works from a spreadsheet.
Card payments net of fees
Card net received is its own column, so the month you hand over reconciles against the money that reached the bank rather than the totals you invoiced.
Daily numbers on every plan, all advanced reports from Basic
The phone app's daily numbers are on every plan, including free Solo. All advanced reports — the Reports screen with its spreadsheet layout and filters, results by technician and the CSV download — come with Basic and Pro.
Any report you ask for
Tell us at [email protected] what you need to see, and we'll build the report.
Frequently asked questions
How do the numbers get to my bookkeeper?
Straight into QuickBooks Online, or as a file. With QuickBooks Online connected, each job's customer, invoice, payments, tips, card surcharges and refunds are sent to QuickBooks one way as the job is completed and paid. On Basic and Pro, Taskrol also exports the period as a CSV with one row per job — revenue, margin, parts cost, taxes, tips, payment method, and card net received — for the bookkeeper who works from a file.
What can I filter before exporting?
Period (today, last week, this month, this year, or a custom range), technician, and payment method — cash, card, check, Zelle, Venmo, Cash App, bank transfer. The export contains exactly the rows and columns you left on screen.
Where do margin numbers come from?
From parts and costs attached to jobs — so reports reflect what you spent, not a disconnected dashboard estimate.
Can I see today's revenue on my phone?
Yes. Daily and period stats are available on mobile between calls, with deeper spreadsheet-style views on web.
Can I export reports to CSV?
Yes. The web report has a Download CSV button, and the file matches the table in front of you — the period, filters, and columns you selected. All advanced reports, the CSV export included, come with Basic and Pro; the phone app's daily numbers are on every plan, including free Solo.
Do inventory and jobs feed the same reports?
Yes. Parts logged on jobs and tracked in inventory are the same data behind revenue and margin views.
Can you build a report I need?
Yes. Tell us at [email protected] what you need to see, and we'll build it.