Appliance Repair CRM Setup — From Zero to First Job on the Free Plan

Before you start using Taskrol, set up your company profile once so everything is ready for jobs, invoices, phone settings, and payments. Go to my companies and add your basic company details, your logo, company name, and the diagnostic fee you charge customers. If you want to pass credit card processing fees to your customers, you can set your card payment markup here as well.

Next, open the telephony section. If you plan to connect calling or messaging in the future, this is where you can prepare the required company information. Then go to invoices and review the details that will appear on your customer invoices, including your company information and invoice settings. Taskrol will use this information across your workflow so you don't have to enter it again later.

Finally, if you want to receive customer payments through Taskrol, open the payout section and complete the required setup. Most of the information can already be pulled from your company profile. You'll only need to add the remaining tax and bank details, then save. Taskrol keeps your company setup organized in one place.