The following guide outlines how to complete the Taskly quick start wizard, so that you can start setting up your workspace.
You can easily update your business details so that customers can reach you for information regarding their quotes and bookings. The following article outlines how to update your contact details.
Taskly allows you to set your logo, brand colours, and social media links so your booking forms and customer emails match your business identity.
Your booking radius settings controls how far away you accept bookings from on your website booking forms. The following guide outlines how to edit the booking radius.
Taskly allows you to configure quote acceptance terms that are displayed to customers when you issue quotes, and saved in the customer portal. The following article outlines how to set/edit your acceptance terms.
Taskly allows you to enable Google Analytics so you can measure conversions from the online booking form. The following article outlines how to enable Google Tag Manager.
Taskly allows you to categorize services on your booking form, so that customers can easily find what they are looking for. In this guide, you'll learn how to create categories, then create services and add those to categories on your booking form.
Taskly allows you to create custom service forms, so that you can capture as much information as you need from your customers to help quote as accurately as possible. The following guide will walk you through setting up custom forms and previewing them on your booking flow.
Taskly allows you to turn on SMS notification for things like new booking request notifications, reminders, on my way texts, and review follow ups. The following article outlines how to enable SMS notifications.
Taskly allows you to link or embed booking forms into your website or social media pages so that you can capture and feed new leads in for immediate quoting. The following article outlines the difference between the types of booking forms and how to enable them.
The following guide explains how to add links to your Social Media pages, which will be displayed to customers on your website booking forms.
Taskly is designed for service based businesses who travel out to jobs, or those who have customers travel to them. The following article outlines how to set up Taskly to take bookings at your location (instead of taking a customers location).
Taskly allows you to accept bookings that can span over multiple days/weeks or even months. This can be useful for long format jobs. The following article outlines how to accept multi-day bookings.
Taskly is fully mobile responsive and designed to be used on all mobile devices. Saving Taskly as a tile on your mobile device means that you can open it anytime at the press of a button. The following instructions outline how to save Taskly as an app tile.
The following guide outlines how to set your preferred payment workflow in Taskly (allow customers to either pay for bookings upfront or on completion) and the key differences between them.
The following guide outlines how to set up Taskly to handle payments and invoicing for your business.
Taskly allows you to create ad hoc invoices to combine multiple bookings onto one invoice, or to invoice a customer for something outside of a standard booking.
The following guide outlines how to set your account up to accept payments via credit card, and how to add your bank account details using Taskly.
You can set your GST in Taskly so that it is automatically calulated and your GST details are included in all invoices issued by Taskly. The following guide outlines how to set your GST status.
Taskly allows you to set a default payment due date on invoices issued. The following article explains how to edit the due date on your invoices.
Taskly allows you to enable deposits so that you improve cashflow and secure commitment from clients before completing a job. The following article outlines how to enable deposits.
Taskly's integration with Xero allows you to automatically send all your invoices directly to your Xero account, so that you can automate most of your reconciliation, saving you significant time and effort.
Cancelling a booking is a job nobody likes to have to do, but Taskly makes it a simple process. The following guide outlines how to cancel a booking.
Every booking in Taskly has a Customer Portal — a secure, personalised link that gives your customer a real-time view of their booking details, invoices, and photos. The following article outlines what customers can see in the portal and how to manage access.
Taskly allows you to create recurring booking series so that repeat jobs are scheduled automatically. The following article outlines how to set up and manage recurring bookings.
Taskly organises booking requests into a pipeline with distinct statuses — New, Visit Scheduled, Quote Sent, Quote Rejected, Quote Expired, and Declined — so you can see where every lead is at a glance.
The following article outlines the key actions available on a booking request record — including declining requests, adding comments, uploading documents and photos, and managing the customer portal.
The following guide outlines how to view a booking request (lead) that has been submitted and send a quote to the customer for it.
Sometimes it's not always possible to take a job on. Taskly makes it easy to decline booking requests and automatically informs the customer for you. The following article outlines how to decline a booking request.
Taskly allows you to automatically capture reviews for your bookings. You can capture review feedback directly from customers inside of Taskly, or point them at your Google Profile. The following article outlines how to enable and configure your reviews settings.
Taskly allows you to see and manage all customer feedback, so that you can stay on top of how your customers feel about your service. The following article outlines how to manage booking review feedback.
Taskly allows you to create and manage customer records directly within the platform, or import them in bulk from an existing list. The following article outlines how to add individual customers and import multiple records at once.
You may be at times asked by your customers to stop sending them texts related to their bookings. The following article outlines how to disable SMS sending for a particular customer.
Taskly allows you to add tags to your customer records to help organise and filter your contacts. The following article outlines how to create and apply tags to customers.
Taskly allows you to view all bookings associated with a specific customer directly from their contact record. The following article outlines how to access and view a contact's booking history.
Taskly allows you to export your customer records so you can back up your data or use it in other tools. The following article outlines how to export your contacts list.
Taskly allows you to run a report showing the last booking date for each of your contacts, making it easy to identify customers who haven't booked recently and reach out to generate repeat work. The following article outlines how to run this report.
Taskly allows you to add staff members or service providers to your account so they can be assigned to jobs and manage their own schedules. The following article outlines how to add a new staff member or provider.
The Notification Log gives you a record of every email and SMS Taskly has sent, including whether each notification was delivered successfully.
Taskly informs you as soon as new leads are received so you can quickly quote clients and win the job. The following article outlines how to opt in to new lead notifications.
Taskly allows to save message templates that you can easily use to communicate with your customers, for example sending a message alongside your quotes. The following article outlines how to create and edit new message templates.
Taskly allows you to send your customers an on-my-way notification so that you can inform them when you are on your way to a job. The following article outlines how to configure and send an on-my-way SMS.
Taskly allows you to send overdue payment reminders for customers that have unpaid invoices that have past their due date. The following article outlines how to send overdue payment reminders.
Taskly allows you to send your customers and staff automated booking reminders, either via email, SMS, or both. The following article outlines how to set up booking reminders.
Taskly allows you to subscribe to your booking calendar so that your jobs appear directly in your preferred calendar app, such as Google Calendar or Apple Calendar. The following article outlines how to set up a calendar subscription.
Taskly includes a built-in calendar that gives you a visual overview of your upcoming and scheduled jobs. The following article outlines how to navigate and use the Taskly calendar to manage your bookings.
Taskly allows you to create custom events on your calendar to block out time for things that aren't standard bookings, such as recurring meetings, breaks, or personal commitments. The following article outlines how to create and manage custom events.
Taskly allows you to assign colours to each staff member so you can quickly distinguish between team members when viewing jobs on the calendar. The following article outlines how to update staff colours.
