TaskrolKereon Inc.
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Related Products
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Optivation:
About
Optivation is one workspace for the five jobs agencies run every week: forms, databases, pages, time tracking and invoicing. The whole client lifecycle runs in one system on shared data, not across five separate tools.
A client intake form writes straight into your database as a record. Every record opens into a full page with notes, files, sub-tasks and a built-in timer. The hours you log there become the line items on an invoice, generated from that same record.
It's built for solo consultants and small studios billing hourly or on retainer. You can start on the free plan. Solo is $19 a month. Studio is $49 a month for up to 3 seats, then $19 for each extra seat. Paid plans come with a 30-day free trial.
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Taskrol:
About
Taskrol is an appliance repair CRM and field service management platform by Kereon Inc. for owners, dispatchers, and technicians. Manage customers, jobs, scheduling, estimates, invoices, payments, and technician workflows from web, iOS, and Android. The calendar helps teams see assigned and unassigned work, schedule technicians, and block time off. Taskrol also supports diagnostic authorization before work begins, so the diagnostic fee and customer acknowledgment stay with the job and appear on its invoice. Technician payroll can be calculated by hourly rate or a percentage of job margin for each technician. The free Solo plan already includes van and warehouse inventory with low-stock reminders and parts diagrams on the job. Team roles, permissions, and technician assignment start on Basic; Pro adds a shared company warehouse. Call recording is part of the Voice & SMS add-on, available on any plan. Every new sign-up gets 7 days of Pro, then continues on free Solo.
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Optivation:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Taskrol:
Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Supported
iPad
Not Supported
Android
Supported
Chromebook
Not Supported
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Optivation:
Audience
Solo consultants, freelancers, and small agency studios in design, marketing, and consulting that bill hourly or on retainer, have outgrown single-purpose freelancer tools, and find enterprise PSA platforms overkill.
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Taskrol:
Audience
Appliance repair business owners, field service dispatchers, office managers, and service technicians at solo shops and growing service teams.
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Optivation:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Taskrol:
Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Optivation:
API
Offers API
Not Supported
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Taskrol:
API
Offers API
Not Supported
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Optivation:
Screenshots and Videos |
Taskrol:
Screenshots and Videos |
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Optivation:
Pricing
$19/month
Optivation uses flat pricing — no per-seat cost for solo operators.
Forms Free — $0 Client intake and lead-capture forms. Up to 3 active forms and 50 submissions per month, viewed in-app and exported to CSV. Docs and community support. Solo — $19/month ($190/year, two months free) Everything needed to run client work from first task to paid invoice: Inbox, Pages, Databases, Contacts, time tracking, branded invoicing, Forms and Dashboards, AI Advisor and Assistant, full API and MCP access, and Gmail/Outlook integration. One seat, 1M AI tokens per month. Email support. Studio — $49/month ($490/year, two months free) Everything in Solo, plus team roles and permissions, real-time co-editing, team chat, access groups, a 7-year compliance-grade audit log, and 5M AI tokens shared across seats. Up to 3 seats included; additional seats are $19/seat per month. Priority email support. Free trial: 30 days, no credit card required, with all Solo features unlocked. If you do not upgrade, the account moves to the Forms Free plan and your data is retained. Annual billing saves two months on Solo and Studio.
Free Version
Supported
Free Trial
Supported
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Taskrol:
Pricing
$0/month
Solo — $0/month, free forever: 1 company, 1 technician, unlimited jobs and customers; schedule, map, parts, invoices, card payments, van and warehouse inventory with low-stock reminders, parts diagrams, core mobile reports. Not a trial.
Basic — $29/month, 1 user included: everything in Solo plus AI invoices, appliance manuals, team roles and permissions, technician scheduling and assignment, unlimited contractors, all advanced reports incl. margin, one-way QuickBooks Online sync. Pro — $129/month, 3 users included: everything in Basic plus a shared company warehouse and a company-wide shopping list. Extra user $29/month on Basic or Pro; extra company $100/month; yearly billing = 10 months. Add-ons on any plan, incl. Solo: Voice & SMS from $25/month (business number, calls, two-way texts, call recording), AI Agent packs from $49/month, $10 one-time AI Agent trial. New sign-ups get 7 days of Pro, no card, then move to free Solo unless they subscribe. Card payments 3.4% + $0.30.
Free Version
Supported
Free Trial
Supported
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Optivation:
Reviews/
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Taskrol:
Reviews/
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Optivation:
Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Taskrol:
Training
Documentation
Not Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Optivation:
Company InformationOptivation
New Zealand
www.optivation.io
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Taskrol:
Company InformationKereon Inc.
Founded: 2025
United States
taskrol.com
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Optivation:
Alternatives |
Taskrol:
Alternatives |
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Optivation:
Categories |
Taskrol:
Categories |
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Optivation:
Project Management Features
Agile Methodologies
Supported
Budget Management
Not Supported
Client Portal
Supported
Collaboration Tools
Not Supported
Cost-to-Completion Tracking
Not Supported
Customizable Templates
Supported
Gantt Charts
Not Supported
Idea Management
Not Supported
Kanban Board
Supported
Milestone Tracking
Supported
Portfolio Management
Not Supported
Resource Management
Not Supported
Time & Expense Tracking
Supported
Traditional Methodologies
Not Supported
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Optivation:
Integrations
Gmail
Supported
Microsoft SMTP Service
Supported
Notion
Supported
QuickBooks Online
Not Supported
Stripe
Not Supported
Twilio
Not Supported
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Taskrol:
Integrations
Gmail
Not Supported
Microsoft SMTP Service
Not Supported
Notion
Not Supported
QuickBooks Online
Supported
Stripe
Supported
Twilio
Supported
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Optivation:
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Taskrol:
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