Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

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

Write a Review

Description

Efficiently handle work orders, coordinate technician schedules, and swiftly dispatch vehicles using ServiceTrade, a versatile mobile and web field service management solution. Specifically designed for commercial and industrial service providers, ServiceTrade integrates top-notch customer engagement features with comprehensive field service management capabilities within a single platform. This integration enables businesses to optimize their operations, boost the productivity of their technicians and staff, while simultaneously elevating the overall customer experience. By utilizing such a robust tool, companies can stay ahead in a competitive market and ensure a higher level of service delivery.

Description

Taskrol is a comprehensive CRM and field service management solution designed for appliance repair businesses, catering to the needs of owners, dispatchers, and technicians alike. It enables efficient management of customers, job assignments, scheduling, estimates, invoices, payments, and technician workflows through both web and mobile applications. The platform features a calendar that allows teams to easily view their assigned and unassigned tasks, allocate technicians accordingly, and set aside time for breaks or other commitments. Additionally, Taskrol facilitates diagnostic authorization before any work commences, ensuring that diagnostic fees and customer confirmations are linked to the job and reflected on the invoice. Payroll calculations for technicians can be based on either an hourly wage or a share of the job's profit margin, providing flexibility in compensation methods. Moreover, a complimentary Solo plan is offered for individual operators, while more robust paid plans are available for expanding service teams, making it accessible for businesses of all sizes. This adaptability ensures that Taskrol can grow alongside a service team’s evolving needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AnswerForce Yes 
COZYROC SSIS+ Suite Yes 
Google Calendar Yes 
PartsLedger Yes 
QuickBooks Online Yes 
QuickBooks Online Advanced Yes 
Sage Accounting Yes 
Sage Intacct Yes 
ServiceForms Yes 
Stripe No 
Twilio No 
WordPress Yes 
Zapier Yes 
magicplan Yes 

Integrations

AnswerForce No 
COZYROC SSIS+ Suite No 
Google Calendar No 
PartsLedger No 
QuickBooks Online No 
QuickBooks Online Advanced No 
Sage Accounting No 
Sage Intacct No 
ServiceForms No 
Stripe Yes 
Twilio Yes 
WordPress No 
Zapier No 
magicplan No 

Pricing Details

$59.00/month/user
Self Starter - $0
Select - $59
Premium - $99
Enterprise - $139
Free Trial Yes 
Free Version Yes 

Pricing Details

$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 Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
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 Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

ServiceTrade

Founded

2013

Country

United States

Website

www.servicetrade.com

Vendor Details

Company Name

Taskrol

Country

United States

Website

taskrol.com

Product Features

Field Service Management

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

HVAC

Billing & Invoicing Yes 
Customer Database Yes 
Dispatch Management Yes 
Inventory Control No 
Job Management Yes 
Maintenance Scheduling Yes 
Mobile Access Yes 
Quotes / Estimates Yes 
Routing Yes 
Scheduling Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Inspection

Appointment Management No 
Customer Database No 
Dispatch Management No 
Equipment Tracking No 
Photos In Reports No 
Print on Site No 
Report Templates No 
Speech Recognition No 
Subcontractor Management No 

Service Dispatch

Billing & Invoicing Yes 
Call Center Management No 
Contract Management Yes 
Customer Database Yes 
Inventory Control No 
Job Management Yes 
Job Tracking Yes 
Mobile Access Yes 
Routing Yes 
Scheduling Yes 
Self Service Portal Yes 
Service History Tracking Yes 
Technician Management Yes 
Work Order Management Yes 

Tradesman Job Management

Contract Management No 
Customer Database No 
Dispatch Management No 
For Builders No 
For Electricians No 
For Field Service Businesses No 
For HVAC No 
For Plumbers No 
For Roofers No 
Invoicing No 
Job Tracking No 
Payments No 
Quoting No 
Reporting No 
Scheduling No 
Time Tracking No 

Product Features

Appliance Repair

Taskrol is a specialized software solution designed specifically for appliance repair businesses. Each service call includes detailed information about the appliance, such as its brand, model, and serial number, which can be easily captured using the camera. Technicians can access a comprehensive parts catalog tailored to the specific model, allowing them to identify OEM part numbers and check both van and warehouse inventory without leaving the job site. Customers must approve the diagnostic fee prior to the assessment, after which they can choose from various estimate options; once an estimate is approved, it automatically converts into an invoice that can be settled on-site. Warranty return visits are linked to the original service call and do not contribute to job counts. For those on paid plans, service manuals are readily accessible from the job interface. The Solo plan offers a lifetime free option for a single technician, requiring no credit card information or trial period, while paid subscriptions begin at $29 per month and come with a 7-day trial option.

Alternatives

Ai Field Management Reviews

Ai Field Management

AI FIELD MANAGEMENT

Alternatives

FieldEdge Reviews

FieldEdge

Xplor