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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

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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 

Screenshots View All

Screenshots View All

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.
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.
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 

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5.0 out of 5 stars