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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Service-oriented companies often suffer from disorganized and inefficient issue diagnostics, leading to unnecessary technician visits, excessive returns of parts, and a significant occurrence of "no fault found." The PTC Service Knowledge and Diagnostics solution offers a sophisticated approach with connected interactive diagnostics that not only automates the identification of issues but also facilitates remote diagnostics for smart, connected products (SCP) through an advanced knowledge base system. Stay informed about the latest developments from PTC and discover the innovative releases and future vision of Service Knowledge and Diagnostics (SKD). By implementing PTC's solutions, the automotive sector has seen a notable increase in service call and dispatch avoidance, exceeding 20 percent. Moreover, resolution times have improved dramatically, with reductions ranging from 20 to 75 percent, while enabling the instant sharing of innovative solutions. Additionally, diagnostic steps per call have been decreased by 40 percent, leading to lower service and warranty costs and significantly enhancing equipment uptime. These advancements underscore the transformative impact of employing PTC's diagnostic tools in service delivery.

Description

Taskrol is a comprehensive CRM and field service management solution designed for appliance repair businesses, catering to the needs of owners, dispatchers, and technicians alike. It enables efficient management of customers, job assignments, scheduling, estimates, invoices, payments, and technician workflows through both web and mobile applications. The platform features a calendar that allows teams to easily view their assigned and unassigned tasks, allocate technicians accordingly, and set aside time for breaks or other commitments. Additionally, Taskrol facilitates diagnostic authorization before any work commences, ensuring that diagnostic fees and customer confirmations are linked to the job and reflected on the invoice. Payroll calculations for technicians can be based on either an hourly wage or a share of the job's profit margin, providing flexibility in compensation methods. Moreover, a complimentary Solo plan is offered for individual operators, while more robust paid plans are available for expanding service teams, making it accessible for businesses of all sizes. This adaptability ensures that Taskrol can grow alongside a service team’s evolving needs.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Stripe No 
Twilio No 

Integrations

Stripe Yes 
Twilio Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

$0/month
Solo — $0/month, free forever: 1 company, 1 technician, unlimited jobs and customers; scheduling, map, parts, invoices and card payments. Not a trial, no credit card to start.

Basic — $29/month, 1 seat: everything in Solo plus AI-generated invoices, appliance manuals and exploded diagrams on the job, warehouse inventory with low-stock reminders, unlimited contractors, margin and inventory reports, call recording.

Pro — $129/month, 3 users included: everything in Basic plus a shared company warehouse, company-wide shopping list, technician scheduling and assignment, team roles and permissions, reporting by technician.

Paid plans include a 7-day trial. Card processing on customer payments: 3.4% + $0.30 per successful transaction.
Free Trial Yes 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs No 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

PTC

Founded

1984

Country

United States

Website

www.ptc.com/en/products/service-knowledge-diagnostics

Vendor Details

Company Name

Taskrol

Country

United States

Website

taskrol.com

Product Features

Knowledge Management

Artificial Intelligence (AI) No 
Cataloging / Categorization No 
Collaboration No 
Content Management No 
Decision Tree No 
Discussion Boards No 
Full Text Search No 
Knowledge Base Management No 
Self Service Portal No 

Work Instructions

Branding & Style Sheets No 
Content Management System No 
Drag and Drop No 
Dynamic Tags No 
Employee Feedback No 
Guide Approval Workflows No 
Media Editor No 
Multi-Brand Publishing No 
Rich Text Editor No 
SSO (SAML) No 
Translations No 
User Management No 
Version Control No 

Product Features

Appliance Repair

Taskrol is a specialized software solution designed specifically for appliance repair businesses. Each service call includes detailed information about the appliance, such as its brand, model, and serial number, which can be easily captured using the camera. Technicians can access a comprehensive parts catalog tailored to the specific model, allowing them to identify OEM part numbers and check both van and warehouse inventory without leaving the job site. Customers must approve the diagnostic fee prior to the assessment, after which they can choose from various estimate options; once an estimate is approved, it automatically converts into an invoice that can be settled on-site. Warranty return visits are linked to the original service call and do not contribute to job counts. For those on paid plans, service manuals are readily accessible from the job interface. The Solo plan offers a lifetime free option for a single technician, requiring no credit card information or trial period, while paid subscriptions begin at $29 per month and come with a 7-day trial option.

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