What every plan includes.
The same tools on Solo, Team and Business, from the first quote request to the Google review, plus a free setup call to get you going. Plans differ by users, Xero and phone support.
Quote request forms
On your website or as a link. You price and schedule the job.
Site visits and quotes
Notes, photos and checklists, then a quote sent by text.
Scheduling
Drag-and-drop calendar, recurring and multi-day jobs.
Invoices and reminders
GST handled, and automatic follow-ups when payment is late.
Online payments
Card, Apple Pay, Google Pay, Afterpay, Klarna, bank transfer and direct debit.
Customer portal
One link per customer. No login.
Google review requests
Sent automatically after the job, with AI-drafted replies.
Mobile app
Installs to your home screen. No app store.
We ship improvements most weeks. See What's New
Add what you need.
Two add-ons, both monthly, both on any plan.
SMS packs
Quotes, reminders, on-my-way and job-complete texts, sent from Taskly. Emails don't use your pack.
- $20100 texts a month
- $45250 texts a month
- $75500 texts a month
Go past your pack and extra texts are 20c each.
Extra users
Add people beyond your plan's users on any plan, Solo included.
$20/mo per user
A user is anyone who logs in: you, your staff or a subcontractor. Customers don't count.
Compare plans in full.
Everything below is on every plan, except Xero on Team and Business, and phone support on Business.
| NZD a month, billed annually | Solo$49/mo | Team$89/mo | Business$139/mo |
|---|---|---|---|
| Win work | |||
| Quote request formsEmbed on your website or share as a link. Customers request a quote; you price and schedule the job. | |||
| Preview forms inside TasklySee exactly what customers see before you share a form. | |||
| Hide pricing on quote formsShow your services without prices when every job is quoted. | |||
| Optional service radiusTake requests only inside your area, or from anywhere. | |||
| Service catalogueYour services and prices, ready to pick on any quote or invoice line. | |||
| Site visitsSchedule a visit before you quote. Notes, photos and checklists save to the booking, ready before the quote goes out. | |||
| Quotes and estimatesBranded quotes sent by text, with a link to view and accept. | |||
| Optional extras on quotesCustomers tick the add-ons they want when they accept. | |||
| Online quote acceptanceCustomers accept online, and pay upfront or a deposit if you ask. | |||
| Quotes without a dateSend the quote now and schedule the job once it's accepted. | |||
| Book straight from a quoteCreate the booking without waiting for acceptance. | |||
| Line items and materialsQuantities to two decimal places. | |||
| Bulk booking requestsCustomers send many addresses and dates in one request. | |||
| Built-in websiteBetaEdit without code. Show your services, work, reviews and FAQs, with quote requests going straight into Taskly. Get in touch to try it. | |||
| Run the day | |||
| Mobile appInstalls to your home screen from the browser. No app store needed. | |||
| Drag-and-drop calendarMove a job by dragging it to a new time or person. | |||
| Staff colour codingEach team member has their own colour on the calendar. | |||
| Custom calendar eventsBlock out leave, meetings and other non-job time. | |||
| Calendar feedSee your jobs in Google Calendar, Outlook or any iCal app. | |||
| Recurring jobsWeekly, fortnightly or monthly jobs that schedule and invoice themselves. | |||
| Multi-day jobs and rosteringPlan jobs that run over several days and roster your staff. | |||
| Onsite bookingsCreate a booking on the spot with the customer there. | |||
| Create many bookings at onceAdd a run of bookings in one go instead of one at a time. | |||
| Booking notes and tagsInternal notes on any booking; tag and filter bookings. | |||
| Job checklists | |||
| Before and after photosCapture photos on the job and attach them to the booking. | |||
| Document storageAttach files and contracts to jobs or customers. | |||
| DashboardShows what needs your attention: bookings to complete, payments to chase. | |||
| Booking exportDownload upcoming or completed bookings as a PDF. | |||
| Get paid | |||
| PDF and online invoicesThe PDF is attached to the invoice email; customers can pay the online invoice straight away. | |||
| Flexible payment timingTake full payment upfront, a deposit, or invoice after the job. | |||
| Bundled invoicesPut several jobs on one invoice. | |||
| Set the due date when completing a job | |||
| Editable invoice linesChange line items until the invoice is paid or sent to Xero. | |||
| GST handledGST inclusive or exclusive on any quote, booking or invoice, with a default per customer. | |||
| Automatic payment remindersFollow-ups for unpaid invoices, so you don't have to chase. | |||
| Card paymentsCredit and debit card, through Stripe. | |||
| Apple Pay and Google Pay | |||
| Afterpay and KlarnaCustomers buy now and pay later. | |||
| Direct debitCollect payment from a bank account, through Stripe. | |||
| Bank transferMark an invoice paid when the money lands. | |||
| Pass card fees onAdd a card surcharge so fees don't come out of your margin. | |||
| Customers & comms | |||
| Customer databaseFull job history for every customer. | |||
| Customer notes and tagsGate codes, the dog on site; tag and filter your list. | |||
| Multiple addresses per customerEach address has its own site notes; one is primary. | |||
| Customer import and exportBring your list in from a CSV and take it with you any time. | |||
| Customer portalOne link per customer for every booking, quote and invoice. No login. Photos and documents appear when you share them, and customers can leave a review. | |||
| Share photos and documentsSend them from any job or customer record. | |||
| Booking confirmationsBy email, and by text with an SMS pack. | |||
| Day-before remindersBy email, and by text with an SMS pack. | |||
| On-my-way texts | |||
| Job-complete texts with photos | |||
| Custom message templatesYour wording and branding, by email or text, sent automatically or any time. | |||
| Automatic Google review requestsSent after the job, with a direct link to your Google profile. | |||
| AI-drafted review repliesYou check the reply; it posts to Google from Taskly. | |||
| Customer message logEvery email and text sent to each customer. | |||
| Business address kept privateHidden on customer emails and invoices unless your work is location-based. | |||
| SMSMonthly packs: 100 for $20, 250 for $45 or 500 for $75. Then 20c a text. | Add-on | Add-on | Add-on |
| Team & admin | |||
| Users included | 2 | 5 | 10 |
| Extra usersPer extra user, on any plan. | $20/mo | $20/mo | $20/mo |
| Staff rolesHide pricing from staff, limit staff to their own jobs, and choose who can quote and invoice. | |||
| Staff notificationsNew job assigned, and a reminder before each job. | |||
| New lead alertsEmail and text alert when a quote request comes in. | |||
| Comments with cccc a teammate on a comment and they're notified. | |||
| ReportsRevenue, payments and outstanding invoices. | |||
| Audit historyEvery change made across your account. | |||
| Integrations | |||
| Two-way Xero syncInvoices and payments sync in real time, both ways. Contacts aren't synced. | |||
| Card surcharges coded separatelyPosted to Xero as their own bank transaction, with GST following the revenue rate. | |||
| PO numbers carry across to XeroDirect links both ways, and an alert if a sync fails. | |||
| Support | |||
| Email supportFrom our team in New Zealand. | |||
| Phone support | |||
| Help centre | |||
| Free setup callOne-on-one with our NZ team to get your services, forms and staff set up. | |||
| AI-assisted setupDrafts your services, branding and details from your website. You check everything. | |||
| Free data migrationFrom Tradify, Fergus or ServiceM8. | |||
| Data encrypted and securely hosted | |||
| No lock-in contract |
Showing 14 of 77 features
Questions, answered.
Anything else? A real person in NZ will reply.
How does the free trial work?
You get 30 days free, with no credit card needed. When you're ready, pick the plan that fits your team.
What's the difference between the plans?
The number of users, Xero and phone support. Every plan has the same tools for quoting, scheduling, invoicing, payments and reviews. Team adds two-way Xero sync; Business adds Xero and phone support.
Can I change plans later?
Yes. Upgrade or downgrade any time, and the change is prorated.
Is there a contract?
No lock-in. Pay monthly and cancel any time, or pay annually, billed upfront for the year, and save 17% on Solo, 18% on Team or 22% on Business.
What counts as a user?
Anyone who logs in to Taskly: you, your staff, or a subcontractor you give access to. Customers don't count. Need more people? Add extra users for $20 a month each, on any plan.
How does SMS work?
Buy a monthly SMS pack: 100 texts for $20, 250 for $45 or 500 for $75. If you go over, extra texts are 20c each. Emails don't use your pack.
What does the Xero sync do?
On Team and Business, invoices and payments sync both ways in real time. Card surcharges are coded separately and PO numbers carry across. Contacts aren't synced.
How can my customers pay?
Card, Apple Pay, Google Pay, Afterpay, Klarna, bank transfer or direct debit, through Stripe. You can take full payment upfront, a deposit, or invoice after the job, and pass card fees on if you like.
Do you help me get set up?
Yes. Every plan includes a free setup call with our NZ team. We'll help you add your services, forms and staff so you're ready to send your first quote.
Can you move my data from another app?
Yes. We migrate your data from Tradify, Fergus or ServiceM8 for free.
Is the built-in website included?
It's on every plan and currently in beta. If you'd like to try it, get in touch.
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.