Two of the features we teased last month have landed. Taskly now works as a full mobile app, and you can control exactly what each staff member can see and do. We've also made quoting more flexible and made the whole platform faster and easier to use.

What's new?

• Taskly mobile app. Taskly is now a full mobile app experience that installs straight to your phone's home screen. See how to install →

• Role-based access. Set roles for staff to control what they can see and do in Taskly, including hiding pricing. Learn more →

• Skip quoting and create a booking. Create bookings directly from quotes, without waiting for the customer to accept.

• Quotes with no date. Issue a quote with no date or time attached. Once it's accepted, schedule the booking whenever suits you. Learn more →

• New reports section. More insight into how your business is performing.

• Updated dashboard. Your dashboard now shows the key tasks that need your attention, like bookings to mark as completed or payments to chase.

That's not all!

• Service dropdowns on line items. All quote and invoicing screens now let you pick from your existing services on each line item.

• Hide pricing on quote forms. Choose to hide pricing for your services on your quote forms. Learn more →

• Preview forms in Taskly. Preview the forms you create directly within Taskly, without opening your external quote form. Learn more →

• Optional service radius. You no longer need to set a service radius. Leave it blank to accept bookings from anywhere. Learn more →

• Improved mobile views across the platform. No more horizontal scrolling in lists.

In case you missed it

1. Quote line items can be marked as optional, and invoice line items can now be edited. Learn more →

Now in Beta 🧪

A built-in website for your business. It showcases your business details, reviews, services and more, and it's optimised for both search engines (SEO) and AI search (GEO). If you'd like to try it, get in touch!