Appliance repair CRM

Refrigerator repair software for appliance repair companies

The short answer

Taskrol is refrigerator repair software for repair companies. The fridge goes on the job with brand, model and serial; the technician opens the exploded diagrams for that model, adds the part, sees whether it is already on his van, and writes an estimate with up to three options. The customer signs the diagnostic fee, approves by link, and the chosen option becomes the invoice.

This page is for appliance repair companies, not homeowners looking for a repair appointment.

Refrigerators bring the widest range of repairs in the trade: one not-cooling complaint can end as a start relay, a defrost heater, a control board or a sealed-system leak, each a different part and price.

Here is how those calls run in Taskrol, from the model plate to the invoice.

Every new account starts with 7 days of Pro, no card. After that, Solo stays free forever for one technician and one company.

What refrigerator repair software has to handle: the failures a tech sees every week

Not cooling splits into airflow (evaporator fan, damper, frosted coil), defrost (heater, thermostat, control board) or the compressor side (start relay, compressor, a restriction or leak in the sealed system). The diagnostic picks the family; the part and the estimate follow.

Ice and water — an ice maker that stops, a slow fill, a puddle — is usually the inlet valve, a frozen fill tube or the ice maker assembly: quick when the part is on the van, a second visit when not.

Gaskets, doors and fans are small, model-specific parts. Sealed-system work is the exception: fewer jobs, more labor, and tools and certification the rest of the crew may not have.

How a refrigerator job runs in Taskrol, from the model plate to the invoice

The fridge goes on the job as a device with type, brand, model and serial; in the mobile app the camera reads the plate, and the brand fills from the model. A fridge and a stand-alone freezer are two devices on one job.

Diagrams under the serial opens the exploded views for that model, each page with its parts list — description and part number — and Add puts the part on the job. The catalog is Encompass, reached through Taskrol's own integration, so you need no account of your own.

The parts search shows that list beside your own stock, so the evaporator fan already in a box on the van is found before anyone orders it; a missing part goes on the shopping list under this job; when it arrives, switch on Parts received and the job shows under Ready to install. The customer signs the diagnostic fee, the estimate carries up to three options, and the approved one becomes the invoice, paid on the job by card or cash.

Sealed-system jobs and the technician who takes them

Sealed-system work is assigned by skill before geography: compressor and sealed-system replacements go to the technicians certified and equipped for them, and a not-cooling call that turns into one is rescheduled to the person who can do it. In Taskrol each technician has a work schedule and a ZIP service area, the dispatcher moves the job to the right person, and the job keeps the fridge, its parts and its estimate together while it changes hands. That is how sealed-system calls run at Cactus Appliance, an appliance repair company in Orange County, California, where Taskrol runs every day.

How to run a refrigerator repair job in Taskrol

  1. Put the refrigerator on the job. Quick Job creates customer and job on one screen; add the device — type, brand, model, serial. The camera reads the plate.
  2. Open the diagrams for that model. Tap Diagrams under the serial, swipe to the right page, find the part on its list, tap Add.
  3. Check the van before you buy. Your stock shows beside the catalog result, with the box; a part you lack goes on the shopping list under this job.
  4. Get the fee signed, then send the options. The customer signs the diagnostic authorization on the phone; send up to three options and get a push when one is approved.
  5. Install, invoice, keep the history. Switch on Parts received when the part lands, mark the part used when it goes in, take payment on the job.

Refrigerator repair on a generic field service tool versus Taskrol

Most field service software was written for any trade; these rows are where that shows on a fridge call.

Moment on the callA generic field service toolTaskrol
Where the fridge livesModel and serial in the notes, retyped next visit.A device on the job with type, brand, model and serial.
Finding the partA parts site in another tab, the number copied into a line item.Diagrams for that model open from the job; Add puts the part on the parts list.
Is it on the van?Someone walks out to look, or inventory is a separate module.Your stock shows in the same parts search, with the box.
The estimateOne quote, or several that become several invoices.Up to three options on one estimate; the approved one is the only invoice.

What you get with Taskrol for refrigerator repair

The fridge on the job, not in the notes

Type, brand, model and serial as a device; on a repeat call the customer's job history shows the earlier job on that unit.

Exploded diagrams inside the job

Swipe the pages, read the parts list with descriptions and part numbers, tap Add. Manufacturer drawings from the Encompass catalog.

Van stock beside the catalog result

The parts search shows what you carry and where; low stock adds itself to the shopping list.

Three options the customer approves by link

Compressor, full sealed-system job, or fix the fan and see — one signed diagnostic fee, one invoice at the end.

Parts-waiting jobs stay visible

In Progress while the part is on order; switch on Parts received when it lands and the job shows under the Ready to install filter.

The dispatcher picks the technician

Each technician has a work schedule and a ZIP service area, so the dispatcher sees who is free and who covers the address before handing over a sealed-system job.

Frequently asked questions

Is Taskrol for homeowners or for refrigerator repair companies?

Repair companies. A homeowner with a warm fridge should search for a local appliance repair company; Taskrol is the software those companies run their jobs on.

What is refrigerator repair software?

Software that runs a refrigerator repair company's jobs — customer, fridge with model and serial, parts, estimate, invoice, payment — on one record. Taskrol adds parts diagrams and van stock to that job.

Can I look up refrigerator parts by model number in the app?

Yes. With the model on the job, the parts search shows that model's parts list from the Encompass catalog beside your own stock, and Diagrams opens the exploded views.

How does Taskrol handle a fridge that needs a second visit for the part?

The job stays In Progress with the part on its shopping list. When the part arrives, the technician switches on Parts received, the job shows under Ready to install, and the return visit is booked on the same job.

Can I offer a compressor repair and a full sealed-system job as options?

Yes. One estimate holds up to three options under one number; the customer signs the diagnostic fee and approves the option they want by link, whenever they decide.

How does a sealed-system job get to the right technician?

The dispatcher assigns it. Technicians have a work schedule and a ZIP service area, so the board shows who is free and who covers the address; the job keeps the fridge, its parts and estimate together when it moves.

Does it track refrigerator parts on the van?

Yes, on every plan. Each van and the warehouse are split into cells — shelf, box, zone — and the parts search on the job shows what you carry and where.

Can I see what a refrigerator job made after the parts?

Yes. A part from the van or the shopping list is allocated to the job and marked used, so its cost lands on the job and in the margin report (Basic and Pro).

Every new account starts with 7 days of Pro, no card. After that, Solo stays free forever for one technician and one company.