A cleaner path from job notes to paid work.
Capture the job, send a clean quote, and keep scheduling, invoices, and payment connected, right from your phone.
One connected path, four clear moments.
Each step has a job: collect enough to quote, review before sending, move approved work forward, and get paid. Nothing is retyped between them.
Start with the job, not a blank quote.
Enter the client and describe the work in plain language. Taskrel drafts the line items for you to review.
Repaint 14 kitchen cabinet doors, prep and prime, reattach hardware. One coat ceiling touch-up.
Check every line before it leaves your hands.
Edit quantities, rates, and totals. The quote stays a draft, clearly marked as one, until you send it.
Approved work moves straight to the calendar.
When a client approves, the job is ready to schedule. No retyping the address, scope, or price.
Cabinet repaint · Reyes
Website redesign · Okafor
Invoice and follow up without the paperwork pile.
Turn the job into an invoice, send a payment link, and let Taskrel track what's still owed.
Marisol Reyes
$4,820
Card · Stripe
A quote that looks like you ran a real business.
Your details, the client's, a clear scope with quantities and prices, totals, terms, and warranty, laid out so there's no guessing about what they're approving.
- Business identity and license up top
- Itemized scope with quantity, rate, and amount
- Subtotal, tax, and total, no surprises
- Terms, policies, and warranty in plain words
Quoting that keeps moving after you hit send.
Approved quotes flow into scheduling, invoices, and payment follow-up. No retyping, no lost paperwork.
Quote, schedule, invoice, and get paid, all connected as the work moves forward.
- AI-assisted quote drafts from field notes
- Editable line items, quantities, rates, and totals
- Customer-facing quote documents
- Saved pricing for the work you repeat
- Approval, job, invoice, and payment follow-up