Taskrol feature
Get the Service Manual Directly from the Job
The manual for the machine in front of you, opened from the job — matched to the model on the ticket instead of searched for in a library.
Included on Basic and Pro. Every new account gets 7 days of Pro free, no card.
The short answer
Taskrol puts the service manual on the job: once an appliance's model is on the ticket, tap Diagrams on that appliance and Manuals lists the documents on file for that exact model. Model numbers match even with a regional suffix, dashes or slashes, so technicians get the document without searching a library.
Every technician knows the routine: the model plate says one thing, the manual site wants another format, and the right PDF is four searches away — on one bar of signal, with the machine pulled out of the wall.
In Taskrol the manual comes from the job instead. Put the model on the ticket — typed, or read off the data plate with the camera — and the manuals on file for that model are one screen away: Diagrams on the appliance, then Manuals. Pick the document, and it opens.
The same appliance in the customer's record has the same Diagrams link, so the manual is there on the return visit, without another search.
How to open a service manual from a job in Taskrol
- Put the model on the job. Type the model number, or photograph the appliance's data plate and let Taskrol read brand, model and serial off it.
- Tap Diagrams, then Manuals. Tap Diagrams on the appliance — on the job, or on the same appliance in the customer's record — then Manuals at the top of that screen. It lists the manuals on file for that model.
- Open the document. Pick a manual from the list and it opens in your browser, ready to read on the phone or tablet at the machine.
No separate manuals site to search
No separate site, no second login, no search box. The job already knows the model, so it already knows which manuals to show.
Matched to the model, however it's written
Model numbers come with regional suffixes, dashes and slashes — RF4287HARS/XAA and RF4287HARS find the same manual. Document numbers that only look like models are ignored, so a tech-sheet number doesn't pull the wrong file.
A library matched to the exact model
The library has manuals for many of the appliances a repair company sees, and they are listed for that exact model. Part of the library comes through Taskrol's Encompass integration: when the Encompass parts catalog links a service manual to a model, Taskrol keeps that manual, or a link to it, on file for that model.
On the customer's appliance too
Every appliance in the customer's record has the same Diagrams link, with Manuals on that screen, so the document is right there on the callback as well.
Included on Basic and Pro
Service manuals come with the Basic and Pro plans.
Frequently asked questions
How do I open a service manual from a job?
Put the appliance's model on the job, tap Diagrams on that appliance, then Manuals. Pick a document from the list and it opens in your browser.
Why don't I see Manuals?
Manuals is at the top of the appliance's Diagrams screen. It lists the manuals on file for the model, so put the model number on the appliance, and it is part of Basic and Pro.
Do I have to type the model number exactly?
No. Taskrol ignores spaces, dashes and slashes, and matches a model with or without its regional suffix, so the number from the data plate is enough.
Which plans include service manuals?
Basic and Pro.
Can I use it on the phone at the machine?
Yes. Diagrams, then Manuals, works in the Taskrol app on the job, and the document opens in the phone's browser.
Included on Basic and Pro. Every new account gets 7 days of Pro free, no card.