Swap the spreadsheet for one app. Get paid without chasing.
Requests in your texts, jobs in a notebook, invoices in a spreadsheet. Taskly puts it all in one place, sends the reminders and follow-ups for you, and chases payments so you don’t have to.
30 days free · No credit card · Cancel anytime
Why teams switch
From Spreadsheets to Taskly
Every request in one place
Quote requests from your website land in Taskly, not across texts and calls.
Type it once
Customers, quotes, jobs and invoices live together, not in three places.
Follow-ups that send themselves
Payment reminders and Google review requests go out automatically.
Get paid online
Take a deposit when a quote is accepted, or invoice after the job.
Why owners move off spreadsheets.
No missed enquiries
Quote requests land in one list instead of texts, calls and a notebook, so nothing gets forgotten on a busy day.
No more double entry
Enter a customer once. The quote, the job and the invoice sit together, and the whole team sees the same thing.
Follow-ups off your plate
Reminders, on-my-way texts and Google review requests go out from Taskly, not from your own phone at 9 pm.
Stop chasing payments
Customers pay online by card, Apple Pay, Google Pay, Afterpay, Klarna or bank transfer. Taskly sends the reminders.
The full toolkit on every plan.
From the first quote request to the Google review. No job limits and no feature tiers to climb before you can take a deposit or send a reminder.
- Quote request forms for your website
- Quotes with optional extras, sent by text
- Deposits, upfront payment or invoice after the job
- Automatic payment reminders
- Card, Apple Pay, Google Pay, Afterpay and Klarna
- Card fees can be passed on
- Bank transfer and direct debit
- Scheduling and recurring jobs
- On-my-way and reminder messages
- Site-visit notes, photos and checklists
- Customer portal, no login needed
- Automatic Google review requests
- Customer records and reporting
- Mobile app on iPhone and Android
- No cap on jobs a month
- Free setup call with a co-founder
- NZ-based support
- Improvements shipped most weeks
Two-way Xero sync comes with Team and Business, and phone support with Business. Text messages are sold in packs.
What a 3-person team pays.
The real cost of spreadsheets is the admin around them: re-typing jobs, chasing payments and following up by text.
Taskly
$69/mo
Solo + 1 extra user, billed annually ($79 billed monthly). Everything on the plan, for all 3.
Spreadsheets
$1,387/mo
About 8 hours a week lost to admin, at $40 an hour. That’s about $16,640 a year of your time.
Switching made easy.
Most of the work in switching is moving your data and setting things up. We do both with you.
Bring your customers across
Import your customer list from a CSV file, and we'll help you set up on your free call.
A free setup call with Trent
Trent, one of our co-founders, sets up your services, forms and team with you.
30 days free
Run Taskly alongside what you use now, and move over when you’re ready.
No credit card, no lock-in
Start without a card. Pay monthly or annually after that, and leave any time.
“The team always goes above and beyond to help their clients succeed. It's not just a booking system but has a full range of features – booking, invoicing, quoting, reminders, and more – all in one platform. With a bit of learning, it quickly becomes a cost-saving platform!”
Questions, answered.
Anything else? A real person in NZ will reply.
Is Taskly hard to set up if I’ve only used spreadsheets?
Do I need a computer?
How do my customers pay?
Is my data safe?
What does Taskly cost?
Other comparisons.
Get your evenings back.
Start free for 30 days. No credit card, no lock-in. Set up from your website, with a co-founder on call if you want help.