Taskly
Taskly vs WorkflowMAX

Built for jobs you quote. Not hours you bill.

WorkflowMAX is made for professional services firms, built around timesheets, job costing and WIP. Taskly is made for home service businesses, from the quote request on your website to the Google review.

Start Free Trial Book a Demo

30 days free · No credit card · Cancel anytime

Why teams switch

From WorkflowMAX to Taskly

  • Quote requests from your website

    Customers ask for a quote on your site, and it lands in Taskly ready to price.

  • Quotes with optional extras

    Send quotes by text, and take a deposit when the customer accepts.

  • Customers kept in the loop

    On-my-way texts, a customer portal and automatic Google review requests.

  • Paid the way customers like

    Card, Apple Pay, Google Pay, Afterpay, Klarna, bank transfer or direct debit.

4.9 average rating200+ NZ businesses

Why home service businesses choose Taskly.

  • Made for home services

    WorkflowMAX is built for architects, engineers and agencies. Taskly is built for cleaners, lawn care, window cleaners, groomers and handymen.

  • Quote first, then schedule

    A request comes in from your website. You send a quote with optional extras, they accept and pay a deposit, then you schedule the job.

  • Customers in the loop

    On-my-way texts, reminders and a customer portal with one link and no login. Then a Google review request once the job is done.

  • Get paid without chasing

    Take payment upfront, a deposit or invoice after the job, with automatic reminders. Afterpay and Klarna included.

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.

Switching From WorkflowMAX

Switching made easy.

Most of the work in switching is moving your data and setting things up. We do both with you.

Book a Free Setup Call Start Free Trial

  • 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.

“Taskly has been a game-changer for my business. It's saved me so much time going back and forth with clients for quotes. The platform is super easy to use, and the automatic booking and other slick features have made everything run so much smoother. I'm really loving it.”
VSVishFounder — Crystal Clear Windows

Questions, answered.

Anything else? A real person in NZ will reply.

How is Taskly different from WorkflowMAX?
WorkflowMAX is project and job costing software for professional services firms, with timesheets, budgets and WIP. Taskly is made for home service businesses like cleaners, lawn care, window cleaners and groomers: quote requests, quotes with optional extras, scheduling, payments, reminders and reviews, in one app.
Can customers request a quote from my website?
Yes. Add Taskly’s quote request form to your website and requests land in Taskly. Book a site visit if you need one, then send the quote by text with optional extras. The customer accepts online and pays a deposit if you ask for one, and you schedule the job.
Can my crew use Taskly on their phones?
Yes. Taskly installs from the browser to the home screen on iPhone and Android, with no app store needed. Your team sees their jobs, adds notes, photos and checklists, and sends on-my-way texts from the job.
Does Taskly work with Xero?
Yes. Two-way Xero sync comes with the Team and Business plans, so invoices and payments stay in step with your books.
Can I try Taskly before I switch?
Yes. Start free for 30 days with no credit card, and book a free setup call with Trent, one of our co-founders, to set up your services, forms and team. Then pay monthly or annually with no lock-in.

Other comparisons.

Taskly vsTradifyA trades job tool, compared on quoting, payments and customer experience.Taskly vsServiceM8Run the whole business from any phone, Android included.Taskly vsFergusJob tracking for trades, next to a customer-first tool for home services.Taskly vsZenMaidCleaning-only software, next to one that handles every home service.Taskly vsSpreadsheetsExcel, a paper diary and a group chat, next to one app.

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.

Start Free Trial Book a Demo
Start Free Trial