Taskrol
WEX Field Service Management
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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.

About

WEX FSM is a cloud-based, all-in-one field service management platform built to streamline every aspect of a contractor’s business, from scheduling and dispatch to invoicing, payments, reporting, and customer management. It consolidates workflow tasks so technicians, office staff, and customers all operate from a single system: real-time location tracking, drag-and-drop scheduling, optimized route dispatching, and customer history (jobs, equipment, notes, photos) are combined with quote/proposal generation, price-book management, and on-the-spot mobile invoicing and payment options. WEX FSM supports recurring service plans, flexible financing, and integrated payment processing, enabling faster cash flow by reducing delays in invoicing and collections. It includes built-in connectivity to accounting systems (e.g., QuickBooks sync), robust reporting and analytics for business insight, and a mobile app for field technicians so they can manage jobs and get paid directly.

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

Platforms Supported

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

Audience

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

Audience

Contractors and field-service businesses interested in a solution to manage scheduling, dispatch, invoicing, payments, and customer history

Support

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

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Play Video Parts search by model number — catalog matches beside what is already in the van The job record: customer, appliance, parts, and history in one place Map-based dispatch on the technician's phone Company-wide shopping list — what every technician still needs to buy Job reports: revenue, margin, parts cost and tips by technician, with CSV download Invoice settings: choose which company fields print, with a live preview of the PDF invoice View more images or videos

Screenshots and Videos

Play Video This shows how the software links every device in your company together in real time. It displays the office dispatch board, the manager's performance metrics, and the tech's mobile GPS map all on one page. Whether you are sitting at a desktop, holding a tablet, or checking a smartphone, everyone sees the exact same schedule and customer info without anyone having to manually copy or sync data. The Boss’s Overview and Smart Reports This gives the boss a quick look at the company’s bottom line without making them dig through paperwork. It combines a natural language search tool called Assist IQ, where you just type a normal question to get an instant bar chart, with easy-to-read boxes showing total revenue, active customers, and invoices. It lays out all your sales, maps, and numbers on one screen so you can easily see if you're making a profit. The Tech’s All-in-One Service Call Screen This puts everything a tech needs for an active job order right on a single smartphone screen. It is built simple so guys out in the elements don't have to keep scrolling or tapping through menus. It keeps the job clock, the customer's address, specific equipment info, a photo of the house, and big, easy buttons to update job status all in one clean view so the tech can focus on the actual work. The "Good, Better, Best" Kitchen Table Estimate This shows the full digital bidding screen you use when standing right in front of the customer. It copies a professional, multi-option paper estimate but does the math for you. The entire view is set up to lay out three different equipment options side-by-side with clear pricing, warranties, and system specs so the homeowner can look at their choices and sign off on the job right on the spot. The Link Between Field Timecards and Office Records This view shows how field work instantly updates the office database with zero paperwork. The whole layout connects what the tech is doing on their phone, like clocking in, viewing their schedule, and driving to jobs, directly into the main office computer. It connects daily timecards, job histories, notes, and maintenance plans on a single screen so the office and the field are always on the same page. View more images or videos

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

Pricing

$499 per month
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

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

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Reviews/Ratings

Training

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

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Taskrol
United States
taskrol.com

Company Information

WEX Field Service Management
Founded: 2012
United States
www.wexfsm.com

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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.

Categories

Electrical Estimating Supported
Field Sales Supported
Field Service Management Supported
Home Services Supported
HVAC Estimating Supported
Plumbing Supported
Service Dispatch Supported
Subcontractor Supported
Tradesman Job Management Supported
Show More Features

Electrical Estimating Features

Billing & Invoicing Supported
Change Orders Not Supported
Cost Database Supported
Project Management Not Supported
Quotes / Proposals Supported
Takeoff Not Supported

Field Sales Features

Activity Tracking Supported
Channel Management Not Supported
Collaboration Tools Not Supported
Controlled Access Supported
CRM Supported
Dashboard Management Supported
Expense Management Supported
Fast Estimates Not Supported
Inventory Management Not Supported
Invoices Supported
Lead / Opportunity Management Not Supported
Online Payments Supported
Order Management Not Supported
Quoting Supported
Reporting / Analytics Supported
Route Optimization Supported
Territory Management Not Supported
Time Tracker Supported
Visit Scheduling Supported
Workflow Management Supported

Field Service Management Features

Billing & Invoicing Supported
Contact Database Supported
Contract Management Supported
Customer Database Supported
Dispatch Management Supported
Electronic Signature Supported
Inventory Management Supported
Mobile Access Supported
Payment Collection in the Field Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Time Clock Supported
Work Order Management Supported

HVAC Estimating Features

Billing & Invoicing Supported
Commercial/Industrial Not Supported
Cost Database Supported
Data Import / Export Supported
Equipment Maintenance Supported
Financing Management Supported
Labor Rates Supported
Quotes/Proposals Supported
Scheduling Supported
Takeoff Not Supported

Plumbing Features

Billing & Invoicing Supported
Customer Database Supported
Dispatch Management Supported
Inventory Control Not Supported
Job Management Supported
Mobile Access Supported
Quotes / Estimates Supported
Routing Supported
Scheduling Supported
Service History Tracking Supported
Technician Management Supported
Work Order Management Supported

Service Dispatch Features

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

Tradesman Job Management Features

Contract Management Supported
Customer Database Supported
Dispatch Management Supported
For Builders Not Supported
For Electricians Supported
For Field Service Businesses Supported
For HVAC Supported
For Plumbers Supported
For Roofers Supported
Invoicing Supported
Job Tracking Supported
Payments Supported
Quoting Supported
Reporting Supported
Scheduling Supported
Time Tracking Supported

Integrations

Azuga Not Supported
Bluon Not Supported
Profit Rhino Not Supported
QuickBooks Desktop Premier Not Supported
QuickBooks Desktop Pro Not Supported
QuickBooks Enterprise Not Supported
QuickBooks Online Not Supported
Stripe Supported
ThoughtSpot Not Supported
Twilio Supported
Zapier Not Supported
Zoom Phone Not Supported
Show More Integrations
View All 2 Integrations

Integrations

Azuga Supported
Bluon Supported
Profit Rhino Supported
QuickBooks Desktop Premier Supported
QuickBooks Desktop Pro Supported
QuickBooks Enterprise Supported
QuickBooks Online Supported
Stripe Not Supported
ThoughtSpot Supported
Twilio Not Supported
Zapier Supported
Zoom Phone Supported
Show More Integrations
View All 10 Integrations
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