Built for quote-first service teams
Start with quotes and invoices.Add field operations when you are ready.
Taskroo helps small service businesses quote, invoice, and get paid — then adds scheduling, dispatch, and mobile field work in the same system.
Free plan available. No credit card needed to create a workspace.Send better quotesPublic links, PDFs, deposits
Track invoicesAmount due and payment history
Grow into jobsScheduling, dispatch, mobile
FOR FIELD TEAMS
Built for the trades and service workflows Taskroo supports today.
Connect request intake, quoting, scheduling, dispatch, field work, customer access, and billing without switching systems.HVAC
Plumbing
Electrical
Maintenance
Installations
HOW IT WORKS
From first quote to field closeout.
Whether work starts with a simple quote, an online booking, a phone call, or a scheduled job, Taskroo keeps the workflow connected.
1
Capture the customerClients, quote requests, online booking, or office-created work
2
Plan and dispatchAssign visits, resolve schedule gaps, and build the day route
3
Run the visitMobile updates, files, checklists, and signatures
4
Quote, invoice, and follow upApprovals, deposits, invoices, customer visibility, and follow-up
Customers, coordinators, and field crews all work from the same record.
CHOOSE HOW YOU START
Start simple, then add the operational layers you need.
Taskroo does not force every small business into the same workflow. Use it for quotes and invoices first, then turn approved work into jobs, visits, dispatch, and mobile field execution when the business needs that control.
Small business
Quote & Invoice First
Best for: Solo operators and small teams that need professional quoting and billing before full dispatch.- Clients, contacts, and pricebook items
- Public quote links, PDFs, approvals, and deposits
- Invoices, payment instructions, payment history, and amount due tracking
- Customer access for quotes, invoices, and requests
Growing team
Full Field Operations
Best for: Businesses coordinating requests, jobs, visits, dispatch, mobile field work, and reporting.- Requests converted into quotes and jobs
- Single-visit and multi-day scheduling
- Dispatch board, route order planning, and mobile field handoff
- Time entries, job closeout checks, invoices, and reports
Customer experience
Customer Self-Service
Best for: Teams that want customers to book, approve, view, and request work without extra phone tag.- Online booking with availability controls
- Contact-scoped customer access links
- Quote approval and invoice visibility
- New portal requests tied back to the customer record
Quotes, Invoices & Payment Tracking
Send professional quotes and invoices before you need a full dispatch workflow.
Small service businesses can start with clients, pricebook items, public quotes, deposits, invoices, payment instructions, and recorded payments. When accepted work needs scheduling, the same commercial record can grow into a job, visit plan, and dispatch workflow.
- Public quote links and PDFs customers can review without login friction
- Deposit-aware acceptance flows and final balance invoices when the job is approved
- Invoice lifecycle, payment instructions, recorded payments, and amount due tracking
- Customer access that keeps quotes, invoices, requests, and work history visible
Preview
Quotes and invoices can stand on their own, or become the commercial foundation for scheduled field work.
Customer Experience
Let customers book online, follow progress, and self-serve without creating more admin for your team.
The strongest field-service platforms now compete on 24/7 booking and customer self-service. Taskroo gives you a branded booking page with lead-time and availability controls, plus secure customer access that keeps jobs, visits, quotes, invoices, and requests visible in one place.
- Branded online booking with weekly availability, lead times, closed dates, and public-holiday exclusions
- Magic-link customer access for jobs, visits, quotes, invoices, and service requests
- Welcome and confirmation messages that set expectations before the job starts
- Customer-facing flows that reduce phone tag while the office keeps control of the record
Preview
Online booking is additive. Phone and manually created office jobs still run through the same workflow.
Dispatch & Planning
Keep scheduling, dispatch, and route order planning in the same operating rhythm.
Jobs become visits with enough context to assign fast. Coordinators can see upcoming work, unassigned gaps, and route-aware day plans in one operating view.
- Visit calendar with unassigned work made obvious before it becomes a miss
- Route order planning views by day and technician to shape each crew day
- Notes, files, and customer context travel with the visit instead of living in side channels
Preview
Dispatch decisions stay grounded in the actual job record, not a disconnected calendar and a separate notes thread.
Field App
Give field staff a mobile app built for the jobsite, not a shrunken office admin screen.
Techs open their day, launch directions, update statuses, capture notes and files, complete checklists, collect customer signatures, and keep moving. When signal drops, queued updates sync back when the device reconnects.
- Today view with assigned visits, route launch, and job context before arrival
- Offline-safe queue for statuses, notes, checklist changes, uploads, and signatures
- Checklist photos and documents captured directly from the field
- Customer signature capture from the job record
Preview
Field execution works even when reception does not. The app queues what matters and syncs when the device is back online.
FOR YOUR TEAM
Built for the whole service team
The office and the field need different tools, but they should still run on the same workflow.
Owner
Visibility
- Start with quotes, deposits, invoices, and overdue cash without committing to heavy dispatch
- Offer a branded booking page and customer self-service without stitching extra tools together
- Scale into roles, scheduling, dispatch, mobile field work, and cleaner handoffs when the team grows
Run the commercial workflow first, then add field operations when the business needs it.
Office Admin
Coordination
- Turn requests into jobs and dispatch from one calendar and route plan
- Share booking links, customer access, quotes, and invoices without hand-holding
- Keep notes, files, and integration status tied to the job record
Capture the work, dispatch it, and keep customers updated from one record.
Field Tech
Execution
- Open today's route, launch directions, and see full job context before arrival
- Work offline-safe with notes, checklist updates, files, and customer signatures
Finish the visit without calling back for the latest details.
Reporting & Control
Know what was earned, what is outstanding, and where field time is going.
Taskroo already includes operational and finance reporting for service businesses that need more than a simple dashboard. Owners and managers can review revenue, invoice aging, payments collected, job profitability, pricebook margins, staff utilization, time by job, and technician productivity without rebuilding the numbers in a spreadsheet.
- Revenue, payments collected, invoice detail, and invoice aging reports
- Job profitability, job costing, pricebook margin, and time-by-job views
- Staff utilization and technician productivity reporting from schedules and time entries
- Saved report views, CSV exports, and scheduled report emails for repeat checks
Preview
Reports use the same job, invoice, payment, schedule, and time-entry records staff already work from.
COMPARISON
Taskroo vs a patchwork stack
Modern field-service software is increasingly won on booking, customer self-service, and technician execution. The expensive part is when those workflows live in different tools.
| Area | Patchwork stack | Taskroo |
|---|---|---|
| Lead capture | Phone tag, forms, and manual re-entry | Online booking with availability rules |
| Customer visibility | Status calls and inbox searching | Customer access for jobs, visits, quotes, invoices |
| Dispatch | Separate calendar, notes, and maps | Visits, route order, notes, and maps together |
| Field execution | Paper forms or chat threads | Mobile app with offline queue, checklists, signatures |
| Photos & files | Camera roll and extra upload steps | Job files captured and organised from the job |
| Quoting & invoicing | Quotes, invoices, and follow-ups split across tools | Public quotes, deposits, invoices, and payment tracking |
| Reporting | Manual spreadsheets after the work is done | Revenue, aging, profitability, time, and utilization reports |
| Control | Shared logins and fuzzy permissions | Roles, workspaces, and tenant-safe access |
FAQ
FAQ
Quick answers to the questions we get most.