--- title: Taskrol Reviews meta_title: 'Taskrol Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter reviews by the users' company size, role or industry to find out how Taskrol works for a business like yours. date_modified: '2026-08-19' parent_category: name: Customer Service url: https://www.g2.com/categories/customer-service --- # Taskrol Reviews **Vendor:** Taskrol **Category:** [Field Service Management Software](https://www.g2.com/categories/field-service-management) ## About Taskrol Taskrol is a CRM and field service software for appliance repair workflows, combining job management, client databases, parts tracking, invoicing, payments, and communication tools in one app for iOS, Android, and web. The Quick Job tool enables service job creation by capturing customer details, addresses, devices, and notes on one screen. Technicians can search parts by descriptions or model numbers using the integrated catalog. The inventory system tracks stock by location and generates shopping lists when items run low. Financial tools provide revenue, margin, and cost analysis using purchase data. AI-powered invoicing compiles parts and labor entries. Dispatch features include calendar and map views for assigning jobs based on location, skills, and availability. Customizable user roles offer tailored access for owners, managers, operators, and technicians. - [View Taskrol pricing details and edition comparison](https://www.g2.com/products/taskrol-taskrol/reviews?section=pricing&secure%5Bexpires_at%5D=2026-08-23+22%3A48%3A56+-0500&secure%5Bsession_id%5D=a89908a9-ecb7-4e7f-961b-7025536b6c57&secure%5Btoken%5D=acf743c9c7ac58f0b9f608c6118c58ef2ca7619800330a7faf21bddbeb4a48bc&format=llm_user) ## Taskrol Features **Sales Force Automation** - Contact & Account Management - Partner Relationship Mgmt. (PRM) - Opportunity & Pipeline Mgmt. - Task / Activity Management - Territory & Quota Management - Desktop Integration - Product & Price List Management - Quote & Order Management - Customer Contract Management - Contract/License Management **Marketing Automation** - Email Marketing - Campaign Management - Lead Management - Marketing ROI Analytics - Email Management - File Management - Deal Management **Generative AI** - AI Text Summarization - AI Image-to-Text - Generative AI **Customer Support** - Case Management - Customer Support Portal - Knowledge Base - Call Center Features - Support Analytics - Workflow Management - Opportunity Management - Sales Pipeline Management - Reporting/Analytics - Calendar Management - Pipeline Management - Content Management - Communication Management - Visual Analytics - Template Management - Predictive Analytics - Document Management - Channel Management - Commission Management - Field Sales Management **Before the Job** - Calendar - Dispatch - Roles - Booking **Reporting & Analytics** - Reporting - Dashboards - Forecasting **On the Job** - Location - Employee Communication - Behavior Monitoring - Client Notifications - Field Sales - Alerts/Notifications - Real-Time Notifications - Customizable Fields - Multi-Location - Payment Collection in the Field **Mobile & Social** - Social Collaboration Features - Social Network Integration - Mobile User Support - Third-Party Integrations - Social Media Integration - Customer Support - Multi-Channel Social Integration **After the Job** - Reports - Analytics - Billing & Invoicing - CRM Integrations - Accounting Integration - QuickBooks Integration - Third-Party Integrations - Customizable Reports **Platform** - Customization - Workflow Capability - User, Role, and Access Management - Internationalization - Sandbox / Test Environments - Document & Content Mgmt. - Performance and Reliability - Output Document Generation - Mobile Access - Lead Generation **Agentic AI - Field Service Management** - Autonomous Task Execution - Natural Language Interaction - Proactive Assistance **Additional Functionality** - Work Order Management - Checklists - Maintenance Scheduling - Parts Management - Service History - Residential Properties - Vendor Management - Customizable Forms - Purchase Order Management - Mobile Access - Dispatch Management - Task Scheduling - Calendar Management - Asset Tracking - Technician Management - Status Tracking - API - Document Management - Job Management - Preventive Maintenance - AI Copilot - Real-Time Reporting - Commercial Properties - Real-Time Data - Historical Reporting - Contract/License Management - Customer Database - Barcode/Ticket Scanning - Activity Dashboard - Facility Scheduling - Workflow Management - Inspection Management - Inventory Management - Predictive Maintenance - Routing - Forms Management - Chatbot - Documentation Management - File Storage - Electronic Signature - Self Service Portal - Service Level Agreement (SLA) Management - Personalization and Recommendation - Resource Allocation - GPS - Reporting & Statistics - Drag & Drop - Quotes/Estimates - Scheduling - CRM - Online Time Clock - Workforce Management - Activity Tracking - Contact Database - Productivity Analysis - Prioritization - Customizable Branding - Price and Cost Calculations - Performance Management - Equipment Tracking - Data Capture and Transfer - Time Tracking - Data Synchronization - Secure Data Storage - Location Tracking - Route Optimization - Offline Access - Real-Time Updates - Collaboration Tools - Chat/Messaging - Knowledge Management - Electronic Payments - Customer History - Inventory Control - Performance Metrics - Project Management - Client Portal - Driver ETA - Job Tracking - Automated Scheduling - Customer Management - Reminders - Work Order Creation - Equipment Maintenance - Data Import/Export - Search/Filter - Recurring Appointments - Contractor Management - Access Controls/Permissions - Workflow Automation **Integration** - Data Import & Export Tools - Integration APIs - Breadth of Partner Applications - Third-Party Integration - Internal Chat Integration - Collaboration Tools - Prospecting Tools - Real-Time Data **Generative AI** - AI Text Generation - Generative AI - Proposal Generation **Agentic AI - CRM** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making - Calendar/Reminder System **Additional Functionality** - Search/Filter - Alerts/Notifications - Data Import/Export - Lead Capture - Batch Processing - Email Tracking - Tagging - Pipeline Reports - Drag & Drop - Segmentation - Customizable Fields - Role-Based Permissions - Interaction Tracking - CRM - Document Storage - AI Copilot - Contact Database - Referral Tracking - Quotes/Estimates - Multi-Channel Communication - Lead Qualification - Marketing Automation - Email Templates - Sales Reports - Customer Journey Mapping - Reminders - Lead Scoring - Data Security - Customizable Reports - Calendar Sync - For Startups - Performance Metrics - Sales Trend Analysis - For iPad Devices - Customizable Templates - Activity Tracking - Reporting & Statistics - For Mac Devices - Landing Pages/Web Forms - Lead Nurturing - Gamification - Prioritization - Web-based Deployment - Softphone - Single Sign On - Customer Database - Event Triggered Actions - Mobile App - Email Sequences - Customer Segmentation - Lead Assignment - For Small Businesses - Live Chat - Business Card/Badge Scanning - Data Visualization - Customer Social Profiles - Social Promotion - Monitoring - Engagement Tracking - Social Media Monitoring - Customer Engagement - Sentiment Analysis - Brand Tracking - Audience Targeting - Workflow Automation ## Top Taskrol Alternatives - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,773 reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - 4.4/5.0 (24,693 reviews) - 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