CRM & Reporting
Every customer. Every job. One place.
A field service CRM with notes, history, role-based permissions and reporting — without enterprise complexity.
Dashboard
Bright Spaces Cleaning
Range
View
Revenue
$21,450
Jobs done
62
Avg invoice
$346
Revenue by week
Top services
- End-of-lease clean100
- Regular clean78
- Oven deep clean52
- Carpet shampoo36
The problem
Your customer history shouldn't live on a phone you might break. Spreadsheets and notebooks don't scale once a second staff member joins. Taskly puts every customer, job, quote and message in one searchable place.
How it works
CRM & Reporting in 3 steps.
Step 01
Centralised customer records
Notes, history, jobs, invoices — all in one profile.
Step 02
Role-based staff access
Owners, managers and staff each see only what they need.
Step 03
Reports that fit one screen
Revenue, jobs and performance — at a glance.
“The audit log saved us in a dispute. We could show exactly what was sent, when. No more 'I never got that.'”
NZ-based support
Real humans, NZ time zones.
Hands-on onboarding
We'll walk you through setup.
No lock-in contract
Month to month. Cancel anytime.
New features every month
Your feedback shapes the product.
Ready when you are
Stop running your business in spreadsheets and clunky tools.
Start free for 30 days. No credit card. Cancel anytime.