Taskly
CRM & Reporting

Every customer in one place. Every number on one screen.

Contact details, addresses, site notes, jobs, quotes and invoices live in one record. The dashboard shows what needs attention, and reports show how the business is tracking.

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Your business shouldn't live in your head.

Gate codes in your texts, prices in a notebook, history in last year's emails. It works until someone else needs it. Taskly keeps every customer in one record your team can use, with the right access for each person.

How it works.

  1. Step 1

    One record per customer

    Contact details, every address with its own site notes, and the full history of quotes, jobs and invoices.

  2. Step 2

    Give staff the right access

    Staff see the jobs and notes they need. Hide prices from anyone who doesn't need them.

  3. Step 3

    See how you're tracking

    The dashboard lists what needs attention today. The reports section shows the bigger picture.

Everything you know about every customer.

  • Complete customer records

    Contact details, notes and every quote, job and invoice in one place.

  • Multiple addresses

    Add every property a customer owns or manages, each with its own site notes.

  • Role-based access

    Decide what each staff member can see, including hiding prices.

  • A dashboard that nudges

    See the tasks that need your attention as soon as you log in.

  • Reports

    A reports section shows how the business is tracking over time.

  • Team comments

    Comment on a job and cc the staff who need to know.

“The team always goes above and beyond to help their clients succeed. It's not just a booking system but has a full range of features – booking, invoicing, quoting, reminders, and more – all in one platform. With a bit of learning, it quickly becomes a cost-saving platform!”
DGDaniOwner — The Groomery

Questions, answered.

Anything else? A real person in NZ will reply.

Can a customer have more than one address?
Yes. Add as many addresses as you need, each with its own site notes like gate codes or parking. Handy for landlords and property managers.
Can I hide prices from my staff?
Yes. Role-based access controls what each person sees, and you can hide quote and invoice pricing from staff who don't need it.
What does the dashboard show?
The tasks that need your attention, so you know what to do next as soon as you log in.
Can I export my data?
Yes. Bookings export to PDF, and your data is yours to export whenever you need it.
Can you bring my customers across from another system?
Yes. We migrate your data for free from Tradify, Fergus and ServiceM8.

Works even better with.

Customer portalOne link for every booking, quote and invoice.Explore Client communicationReminders, on-my-way and job-complete texts, sent for you.Explore Go mobileCustomer details and job notes in your pocket on site.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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