Assign the day's work. Track every job. Get paid faster.
TaskBiz is the all-in-one app for service businesses, dealers, distributors and AMC providers: daily schedules, field-team updates, live tracking links for customers, GST invoices and reports — on any phone, tablet or PC.
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Made for teams that work in the field
Built around how a service team really works
Not a generic to-do app. Every screen is designed for assigning jobs, following them to the end and getting paid for them.
Daily schedules
Put a job on one or many people for a date and time. A day view shows the whole team at a glance.
Automatic rollover
Anything not finished is marked missed overnight and moved to the next day, so nothing is forgotten.
Recurring jobs
AMC visits, weekly checks, monthly services — set the pattern once and jobs create themselves.
Customer tracking links
Customers follow job status and visit date from a private link. No account, no app.
Proof photos
Technicians attach a photo when a job is done. Photos are compressed and visible only to your business.
Team & roles
Admin, manager and member each see only what they should. Invite people by email in a minute.
Alerts that reach people
In-app bell and email for everyone; SMS and WhatsApp too, from your own Twilio account.
Quotes & GST invoices
Quotation to invoice in one click, with CGST/SGST or IGST worked out. Print or download as PDF.
PDF by email
Email an invoice to your customer with the PDF attached, from your own address.
Accounting ledger
Every payment received and every expense in one ledger, with a printable summary.
Reports & export
Completion, overdue and workload reports. Print them or export to Excel / CSV.
Your own email server
Plug in your SMTP details so every email goes out from your domain.
Your own SMS & WhatsApp
Connect your Twilio account: your number, your credit, your sender name.
Mobile app, no store
Install on Android, iPhone or PC from your browser. Works the same everywhere.
Secure by design
Strong passwords, one-time-code sign-in, a private workspace per business and nightly backups.
Audit log
See who did what and when — sign-ins, task changes, settings — for the last 90 days.
Less chasing, more finished jobs
Everyone knows what to do today
- Assign a job to one or many people with a date and time slot
- Day view shows the whole team on one screen
- Recurring jobs appear automatically every morning
- Unfinished work rolls forward — never lost
Simple for the person on site
- “My Schedule” shows today's jobs with time and notes
- One tap to Start, one tap to Mark done
- “Can't complete” with a reason: customer unavailable, parts pending…
- Attach a proof photo straight from the phone camera
Customers stay informed without calling you
- Create a private tracking link for any job in one click
- Send it by SMS or WhatsApp straight from the job
- Customers see status, visit date and the technician's first name — nothing else
- Switch the link off whenever you like
From quote to payment to report
- Quotation → invoice in one click, with GST worked out
- Download a PDF or email it to the customer
- Record payments; they land in your accounting ledger
- Reports for the whole team, exported to Excel or CSV
From sign-up to your first assigned job
Register or book a demo
Create your business account in two minutes, or ask for a personal demo first.
We activate your account
We review the registration and switch your business on with the plan you choose.
Add your team and customers
Invite people by email, add customers, and set recurring jobs.
Assign, track, invoice
Plan the day, follow every job to the end, and send the invoice from the same app.
Plans that grow with your business
Start small and move up when you need more people or more features. Prices are in rupees; GST extra where applicable.
Starter
For a small team getting organised: plan jobs, track them and keep customers informed.
- Daily task & schedule assignment
- Automatic rollover of unfinished jobs
- Customers with job history
- Customer tracking links (no login)
- Proof photos from the field
- In-app and email alerts
- Install as a mobile app
- Customers & job tracking links
- Recurring jobs (not included)
- Reports & exports (not included)
- Quotes, invoices & accounting (not included)
- Audit log (not included)
- Own SMTP email server (not included)
- SMS & WhatsApp alerts (not included)
Business
For growing teams: recurring AMC jobs, reports and a full audit trail.
- Everything in Starter
- Recurring jobs & AMC visits
- Reports with print and Excel/CSV export
- Audit log: who did what and when
- Up to 10 team members
- Customers & job tracking links
- Recurring jobs
- Reports & exports
- Quotes, invoices & accounting (not included)
- Audit log
- Own SMTP email server (not included)
- SMS & WhatsApp alerts (not included)
Professional
Run the whole business: GST invoices, accounting, your own email and SMS/WhatsApp.
- Everything in Business
- Quotations & GST invoices with PDF
- Email invoices to customers as PDF
- Accounting ledger: income and expenses
- Send email from your own domain (SMTP)
- SMS & WhatsApp alerts with your own Twilio
- Up to 25 team members
- Customers & job tracking links
- Recurring jobs
- Reports & exports
- Quotes, invoices & accounting
- Audit log
- Own SMTP email server
- SMS & WhatsApp alerts
Enterprise
For larger teams and multi-crew operations, with priority support and onboarding.
- Everything in Professional
- Up to 100 team members
- Priority support on WhatsApp
- Guided onboarding and team training
- Help importing your customer list
- Customers & job tracking links
- Recurring jobs
- Reports & exports
- Quotes, invoices & accounting
- Audit log
- Own SMTP email server
- SMS & WhatsApp alerts
Compare plans in detail
| Starter | Business | Professional | Enterprise | |
|---|---|---|---|---|
| Team members | Up to 3 | Up to 10 | Up to 25 | Up to 100 |
| Tasks, schedules & team management | ✓ | ✓ | ✓ | ✓ |
| Customers & job tracking links | ✓ | ✓ | ✓ | ✓ |
| Recurring jobs | — | ✓ | ✓ | ✓ |
| Reports & exports | — | ✓ | ✓ | ✓ |
| Quotes, invoices & accounting | — | — | ✓ | ✓ |
| Audit log | — | ✓ | ✓ | ✓ |
| Own SMTP email server | — | — | ✓ | ✓ |
| SMS & WhatsApp alerts | — | — | ✓ | ✓ |
Every plan comes with a free personal demo and help getting started.
One app, whatever you sell or service
If you send people out to do work — or sell and support products — TaskBiz keeps the whole team and every customer on the same page.
Service & repair businesses
AC, appliance, electronics, plumbing, electrical and more.
- Daily job plan per technician
- Customer tracking links
- Invoice on the same day
AMC providers
Contracts that need visits again and again.
- Recurring visit templates
- Missed visits roll forward
- Proof photo for each visit
Dealers
Sell products and look after installation and service.
- Quotation to invoice
- GST invoices with PDF
- Customer job history
Distributors
Field staff, deliveries and follow-ups across many customers.
- Assign work by day and person
- Team reports and exports
- Roles for owner, manager, staff
Questions we are often asked
How do I get started?
Register your business from the Sign in page, or book a demo and we will walk you through it. After we activate your account you can sign in, invite your team and start assigning jobs.
Does it work on mobile?
Yes. TaskBiz runs in any browser and can be installed on Android, iPhone, tablet or PC like an app, with no app store. Use the “Mobile App” button inside the app.
Can customers see the progress of their job?
Yes. You can create a private tracking link for any job and send it by SMS or WhatsApp. The customer sees only the status, visit date and the technician's first name — no login needed. You can switch the link off any time.
How do SMS and WhatsApp alerts work?
They are sent through Twilio. You can connect your own Twilio account in Settings, so messages go from your number and use your own credit. Each team member chooses whether to receive them. These alerts depend on your plan.
Can I send emails from my own address?
Yes. In Settings you can enter your own SMTP server details, send a test email and switch it on. Task alerts, invitations and invoices then go out from your domain.
Can I create GST invoices?
Yes. You can create quotations and invoices with your business details and GSTIN. CGST/SGST or IGST is shown according to the GSTINs, and you can download a PDF or email it to the customer with the PDF attached.
What happens to jobs that are not finished?
Every night unfinished schedules are marked as missed and a fresh copy is placed on the next day for the same person, so nothing gets forgotten.
Is my data safe and private?
Each business has its own private workspace — no business can see another's data. Staff have roles so they only see what they should, sign-in supports one-time codes and strong passwords, an audit log records changes, and backups run every night.
Can I export my data?
Yes. Reports and member lists export to Excel or CSV, and the accounting ledger can be exported and printed.
What if my subscription expires?
You get a renewal reminder first. After expiry there is a short read-only grace period where you can still view everything and renew; after that the account is locked until it is renewed.
How much does it cost?
See the plans above. Each plan includes a number of team members and a set of features. Ask for a demo if you are not sure which one fits.
See it working for your business
In about 30 minutes we show you scheduling, tracking, invoicing and reports using jobs like yours, and answer every question.
- Online on your phone or laptop
- Bring your partner, manager or accountant
- One person or a large team — we fit both
- No payment, no obligation