Taskly
Site Visits

See the job first. Quote it right.

Some jobs need eyes on before you can price them. Book the visit, capture notes, photos and a checklist on your phone, then quote with the visit notes in front of you.

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Quoting blind costs you margin.

Guess low and you lose money. Guess high and you lose the job. Notes on scraps of paper and photos lost in your camera roll don't help. Taskly keeps the whole visit on the booking, ready to quote from.

How it works.

  1. Step 1

    Schedule the visit

    A quote request comes in. You pick a time that suits, assign someone and it lands on your calendar.

  2. Step 2

    Capture it on site

    Notes, photos and a checklist on your phone, saved to the booking.

  3. Step 3

    Turn it into a quote

    Open the booking and quote with the visit notes in front of you. Add your prices and send it by text.

Everything you need to quote from the visit.

  • On your calendar

    Visits sit alongside your jobs, so you can plan the day around them.

  • Photos on the record

    Snap photos on site. They stay with the customer, not in your camera roll.

  • Visit checklists

    Run the same checks every time, so nothing gets missed on the quote.

  • Notes for every address

    Customers can have several addresses, each with its own site notes like gate codes.

  • Works on your phone

    The mobile app installs to your home screen. What you capture shows up in the office.

  • Saved to the booking

    Notes, photos and checklists stay on the booking, so you can check them before you quote.

“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.

Can my staff do the site visits?
Yes. Assign a visit to anyone on your team. With role-based access you can hide pricing from staff who don't need to see it.
Can a customer have more than one address?
Yes. Add as many addresses as you need to one customer, each with its own site notes, like access codes or where to park.
Where do my notes and photos go?
They're saved to the site visit booking. Open it before you send the quote to see everything captured on site.
Does it work on my phone?
Yes. Taskly's mobile app installs to your home screen, so you can take notes, photos and tick off checklists while you're on site.
Can I send the quote without booking a date?
Yes. Send the quote with no date attached, then schedule the job once your customer accepts.

Works even better with.

Quoting & invoicingQuote with the visit notes in front of you, with optional extras.Explore Booking requests & schedulingSee visits and jobs on one calendar and plan your team's week.Explore Documents & photosKeep photos and checklists with every job, from first visit to finish.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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