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About

Our software is configured for family-owned field service businesses to automate operations, communication & jobs. Gain insights of your biggest income drivers with dashboard and reports. Identify best performers in your office and field staff. Track jobs, tickets, memberships sold, revenue generated & missed. Eliminate double entry & manual work with Quickbooks auto-sync. track all technicians, job hours, payroll. See every customer’s history with call integration. With the digitized process techs can upload notes, images & checklists for any job. Instant customer information & invoices on the field. Collect payments on job completion. With our field service management software, schedule in seconds, categorize jobs, and know each technician’s availability. Save time and dollars with a real-time dispatch screen while maintaining clear communication between techs and the back-office.

About

Taskrol is an appliance repair CRM and field service management platform for owners, dispatchers, and technicians. Manage customers, jobs, scheduling, estimates, invoices, payments, and technician workflows from web and mobile. 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. A free Solo plan is available for one-person shops, with paid plans for growing service teams.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Not Supported
Chromebook Not Supported

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

Audience

Field service businesses seeking a solution to facilitate their work

Audience

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

Support

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

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Supported

Pricing

$0/month
Solo — $0/month, free forever: 1 company, 1 technician, unlimited jobs and customers; scheduling, map, parts, invoices and card payments. Not a trial, no credit card to start.

Basic — $29/month, 1 seat: everything in Solo plus AI-generated invoices, appliance manuals and exploded diagrams on the job, warehouse inventory with low-stock reminders, unlimited contractors, margin and inventory reports, call recording.

Pro — $129/month, 3 users included: everything in Basic plus a shared company warehouse, company-wide shopping list, technician scheduling and assignment, team roles and permissions, reporting by technician.

Paid plans include a 7-day trial. Card processing on customer payments: 3.4% + $0.30 per successful transaction.
Free Version Supported
Free Trial Supported

Reviews/Ratings

Overall 1.0 / 5
ease 1.0 / 5
features 1.0 / 5
design 1.0 / 5
support 1.0 / 5

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

Pros & Cons from Real Users

Pros

  • NONE, they were great at selling us on a dream. They were great at making promises that they could not provide. We kept getting the excuses... "We are beta testing it!"

Cons

  • They demanded that we pay 3 years in advance to use their software. We have a contract releasing funds if we decided to not go with their software. We canceled and now they will not return our phone calls or emails!!!

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

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

Company Information

SmartServ
Founded: 2017
United States
www.smartserv.io

Company Information

Taskrol
United States
taskrol.com

Alternatives

Alternatives

FieldEdge

FieldEdge

Xplor
FieldEdge

FieldEdge

Xplor

Categories

Fire Inspection Supported
HVAC Supported
Service Dispatch Supported

Categories

Appliance Repair Supported

Taskrol is field service software built for appliance repair shops. Every job carries the appliance — brand, model and serial, read off the data plate with the camera — and the parts catalog for that exact model, so technicians find OEM part numbers and see van and warehouse stock without leaving the job. The customer signs the diagnostic fee before diagnosis, then picks from estimate options; the approved estimate becomes the invoice and is paid in the field. Warranty return visits are created from the original job and kept out of job counts. Service manuals open from the job on paid plans. The Solo plan is free forever for one technician — no credit card, not a trial — and paid plans start at $29/month with a 7-day trial.

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Not Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Not Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

Service Dispatch Features

Billing & Invoicing Supported
Call Center Management Not Supported
Contract Management Supported
Customer Database Supported
Inventory Control Supported
Job Management Supported
Job Tracking Supported
Mobile Access Supported
Routing Supported
Scheduling Supported
Self Service Portal Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Integrations

Stripe Not Supported
Twilio Not Supported

Integrations

Stripe Supported
Twilio Supported
Claim SmartServ and update features and information
Claim SmartServ and update features and information
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Claim Taskrol and update features and information