Taskly
Documents & Photos

Proof of every job, saved where you'll find it.

Before and after photos, checklists and site notes live on the job, not in someone's camera roll. Invoices go out as tidy PDFs, and customers get one link for everything.

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A camera roll is not a filing system.

When proof of work sits on a staff member's phone, it's gone the day they leave. Taskly keeps photos, notes and checklists on the right job, so the answer to "did you do the oven?" is a tap away.

How it works.

  1. Step 1

    Snap it on site

    Take before and after photos from the job on your phone. They save straight to that job.

  2. Step 2

    Keep notes by address

    Gate codes, pets and parking notes stay with each address, ready for the next visit.

  3. Step 3

    Send tidy paperwork

    Invoice emails carry the PDF. One portal link holds every booking, quote and invoice for your customer.

Everything you need to keep the record straight.

  • Before and after photos

    Take photos in Taskly and they save straight to the right job.

  • Job checklists

    Staff tick off each step on site, so you know the job was done properly.

  • Site notes per address

    Gate codes, pets and parking notes saved to each of a customer's addresses.

  • Site visit notes

    Notes and photos from a site visit are saved to the booking, ready to check before you quote.

  • PDF invoices

    Invoice emails include the PDF, ready for the customer's records.

  • Share with the customer

    Share photos with the customer through their portal link when you choose to.

“Switching to Taskly has been one of the best decisions for my business. Jobs are booked faster, payments come in quicker, and my team actually enjoys using the system. It's taken a huge load off my shoulders and helped us look far more professional to clients.”
JDJordanOwner — Easycleaners Auckland

Questions, answered.

Anything else? A real person in NZ will reply.

Where do job photos go?
Straight onto the job. Take before and after photos in Taskly on your phone and they're saved with that job, not in anyone's camera roll.
Can I keep notes for each address?
Yes. A customer can have more than one address, each with its own site notes, like gate codes or where to park.
Do invoices come with a PDF?
Yes. Invoice emails include the PDF, so customers have a copy for their records.
How do customers find their quotes and invoices?
Each customer gets one portal link that holds every booking, quote and invoice, with no login. Photos and documents show there too when you choose to share them.
Can I export my bookings?
Yes. Export your bookings as a PDF whenever you need a copy outside Taskly.

Works even better with.

Go mobileChecklists, photos and customer texts, all from your phone.Explore Customer portalOne link for every booking, quote and invoice.Explore Site visitsCapture notes, photos and checklists on site, saved to the booking.Explore

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.

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