Welcome to Taskr Documentation
Taskr is a comprehensive field service management platform designed for trade businesses. This documentation will help you get the most out of every feature.Getting Started
New to Taskr? Start here for a quick overview and first steps.
Jobs & Operations
Learn how to create, manage, and schedule jobs effectively.
Customer Management
Manage your customers, contacts, and locations.
Asset Tracking
Track equipment, schedule maintenance, and manage faults.
Quick Navigation by Role
Core Features
Scheduling
Drag-and-drop scheduling with resource allocation
Invoicing
Create and send professional invoices
Quotes
Generate quotes and convert to jobs
Compliance
Manage regulatory requirements and certifications
Document Vault
Secure document storage and organization
Integrations
Connect with QuickBooks, Xero, and more
Permissions & Access
Understand what you can do based on your role:Role Definitions
Detailed description of Owner, Admin, Manager, and Member roles
Permission Matrix
Complete reference of who can do what
Need Help?
- In-app Help: Click the ? icon in the dashboard header
- AI Assistant: Use the Assistant feature for instant answers
- Support: Contact your organization administrator or reach out to support