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REPORTING AND CRM

Turn Data Into Decisions with Real-Time Reporting

Stay on top of your business with powerful reporting and CRM. Track jobs, monitor revenue, and manage customer relationships – all from one intuitive platform.
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Simplify reporting and unlock key business insights

See your entire business at a glance

Stay organized and in control with real-time dashboards that keep you updated on every aspect of your operation.
  • Monitor upcoming jobs, availability, and task progress
  • Analyze job and revenue trends to spot growth opportunities
  • Access customer details and job requirements
  • Track daily tasks and manage them efficiently

Build stronger relationships and convert more leads

Centralize your customer data and let Taskly do the heavy lifting, helping you capture, nurture, and manage leads effortlessly.
  • Automatically store contacts and capture customer information
  • Quick access to customer history and previous interactions
  • Centralized customer records for better insights and personalized service
  • Identify sales trends and new opportunities

Make smarter, data-driven decisions

Unlock key insights and use them to optimize your revenue growth.
  • Identify revenue trends and patterns
  • Optimize pricing strategies to maximize profitability
  • Forecast future revenue with confidence
  • Develop data-driven strategies to fuel business growth

Transform Your Business in 30 Days - FOR FREE!

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Explore the rest of Taskly

Manage bookings, payments, website, CRM and reporting all in one powerful and easy-to-use platform.

Booking Management

Automate your booking processes and make everyday tasks effortless. Easily capture and schedule bookings, send professional branded emails, and stay on top of your operations – all from one intuitive system.

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Simplify Invoicing & Payments

Selling your services has never been easier. Streamline your booking flows with flexible forms, one click quotes, and automated invoicing.

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Transform Your Website

Use the built-in Taskly website or integrate with your own and deliver a seamless experience for visitors.

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Taskly is the #1 Booking Software for Home Service Providers.

Handle bookings, quotes, invoicing, payments, communication, and your website – all in one, easy-to-use solution.

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