Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Optivation brings the five jobs agencies run every week into one workspace: forms, databases, pages, time tracking and invoicing. You run the whole client lifecycle in one system, working from the same data at every step, not across five separate tools.
When a client fills in your intake form, their answers land straight in your database as a record. Each record opens into a full page, where the notes, files and sub-tasks for that client sit alongside a built-in timer. The hours you log there go onto an invoice generated from that same record, so the work and the billing stay in one place from first contact to payment.
The same records show up however you need them: a table for scanning, a board for tracking progress, a calendar for deadlines. Clients can book time with you through a booking page in the same workspace, and pages can be shared with a client when they need to see where things are at. AI Advisor opens against any record and draws out a summary and the action items, so a long brief turns into a list you can work from.
Optivation is made for independent consultants and small agency studios who bill hourly or on retainer. You can start on the free plan and move up when you need to. Solo is $19 a month. Studio is $49 a month and covers up to 3 seats, with each extra seat at $19 a month. Paid plans include a 30-day free trial, so you can set up a real client and run it end to end before you decide.
Description
Taskrol, from Kereon Inc., is field service software for appliance repair companies: owners, dispatchers, and technicians work in one system on web, iOS, and Android. Every job carries the appliance (type, brand, model, serial, data-plate photo), and the customer record lists their appliances and past jobs. Technicians search parts by the model number, see van and warehouse stock, and open parts diagrams from the job. The team calendar shows assigned and unassigned work, technician schedules, and time off. The customer signs the diagnostic fee before diagnosis, and the approved estimate becomes the invoice, paid by card in the field. Technician pay: hourly or a percentage of job margin. Solo is free forever for one technician and already includes van and warehouse inventory with low-stock reminders and parts diagrams. Basic ($29/month) adds team roles, permissions, and technician assignment; Pro ($129/month) adds a shared company warehouse. Every new sign-up gets 7 days of Pro.
API Access
Has API
No
API Access
Has API
No
Integrations
Gmail
Yes
Microsoft SMTP Service
Yes
Notion
Yes
QuickBooks Online
No
Stripe
No
Twilio
No
Integrations
Gmail
No
Microsoft SMTP Service
No
Notion
No
QuickBooks Online
Yes
Stripe
Yes
Twilio
Yes
Pricing Details
$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.
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 Trial
Yes
Free Version
Yes
Pricing Details
$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.
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 Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
No
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Optivation
Country
New Zealand
Website
www.optivation.io
Vendor Details
Company Name
Kereon Inc.
Founded
2025
Country
United States
Website
taskrol.com
Product Features
Project Management
Agile Methodologies
Yes
Budget Management
No
Client Portal
Yes
Collaboration Tools
No
Cost-to-Completion Tracking
No
Customizable Templates
Yes
Gantt Charts
No
Idea Management
No
Kanban Board
Yes
Milestone Tracking
Yes
Portfolio Management
No
Resource Management
No
Time & Expense Tracking
Yes
Traditional Methodologies
No