Taskrol

Taskrol

Kereon Inc.
Optivation Taskrol

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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.
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.
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
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
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.
Taskrol:

Audience

Appliance repair business owners, field service dispatchers, office managers, and service technicians at solo shops and growing service teams.
Optivation:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Taskrol:

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported
Optivation:

API

Offers API Not Supported
Taskrol:

API

Offers API Not Supported
Optivation:

Screenshots and Videos

Taskrol:

Screenshots and Videos

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
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
Optivation:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Taskrol:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Optivation:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Taskrol:

Training

Documentation Not Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Optivation:

Company Information

Optivation
New Zealand
www.optivation.io
Taskrol:

Company Information

Kereon Inc.
Founded: 2025
United States
taskrol.com
Optivation:

Alternatives

Taskrol:

Alternatives

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Xplor
Optivation:
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Optivation:
Taskrol:
Optivation:
Taskrol:
Field Promax

Field Promax

5.0 out of 5 stars
Optivation:
Taskrol:
Optivation:

Categories

Project Management Supported
Taskrol:

Categories

Appliance Repair Supported
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
Optivation:

Integrations

Gmail Supported
Microsoft SMTP Service Supported
Notion Supported
QuickBooks Online Not Supported
Stripe Not Supported
Twilio Not Supported
Taskrol:

Integrations

Gmail Not Supported
Microsoft SMTP Service Not Supported
Notion Not Supported
QuickBooks Online Supported
Stripe Supported
Twilio Supported
Optivation:
Claim Optivation and update features and information
Claim Optivation and update features and information
Taskrol:
Claim Taskrol and update features and information
Claim Taskrol and update features and information