Every client on file.
Every enquiry followed up.
Client records that hold the whole relationship — every contact, every site, every quote, job and invoice — plus an enquiries pipeline that catches leads from your website and turns them into booked work in one click.
18
Jobs active
$24.6k
This week
2.1d
Avg. close
One record for the whole relationship
A Taskr client isn't just a name and a number. Store multiple contacts — the site manager who books the work and the accounts inbox that pays for it — and multiple sites under the one client, with notes, tags and their outstanding balance in view.
- Multiple contacts per client — quotes to one, invoices to another
- Multiple sites per client for property managers and repeat customers
- Notes, tags and outstanding balance on the record
18
Jobs active
$24.6k
This week
2.1d
Avg. close
The client workspace: the full history in one view
Open a client and everything's there — every quote, invoice, job and scheduled visit, alongside what they owe. No digging through email threads before you ring them back; the answer to "where are we at with the Hendersons?" is one tap away.
4
Draft
6
Sent
3
Approved
9
Paid
Nguyen Residence
INV-2031
Westfield Cafe
INV-2030
Delaney Reno
INV-2029
An enquiries pipeline, not a pile of missed calls
New leads land in a simple pipeline and move from new through to won or lost, so nothing quietly dies in a voicemail. When an enquiry's ready to become work, one click converts it into a client and a job — no retyping.
- New → won/lost stages you can see at a glance
- One-click convert: enquiry becomes a client + job
- Every lead accounted for, won or lost
Your website feeds the pipeline automatically
Point your website's contact form at Taskr's lead-capture API and every submission lands straight in your Enquiries pipeline with the details already filled in. The lead your site took at 9pm is sitting there, ready to convert, when you open Taskr in the morning.
Bring your client list with you
Moving from a spreadsheet or another system? Upload the CSV and Taskr's AI maps the columns for you — names, phones, emails, addresses — so hundreds of clients import in minutes, not an afternoon of copy-paste.
- CSV import from spreadsheets or exports from other software
- AI reads your headers and maps the columns automatically
- You review the mapping before anything imports
Created INV-2031
Westfield Cafe · $2,140
Emailed to client
with a pay-now link
Payment tracking on
marks paid automatically
Or just tell the assistant
Taskr's AI assistant works your client list too — "new client Sarah Chen, 12 Acacia Ave, mobile 0400…" creates the record, and asking about a client pulls up their history. Every action is confirmed by you before it's saved.
Included from $42/user·mo — every plan, 14-day free trial.
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Good questions.
Yes — client records hold multiple contacts and multiple sites, so a property manager with a dozen addresses or a builder with separate site and accounts contacts is one clean record, not twelve duplicates.
Yes. Upload a CSV from a spreadsheet or your old software and Taskr's AI maps the columns to the right fields automatically — you review the mapping, then import.
Taskr has a lead-capture API: point your website's contact form at it and every submission lands in your Enquiries pipeline, where one click converts it into a client and a job.
Only if you want them to. Field-worker permissions scope your team to their own jobs, without pricing — and per-member overrides let you grant exactly the access each person needs.
The admin runs itself from here.
Free for 14 days — no charge until the trial ends, cancel anytime.
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