Features

Everything it does, in one place

24 things TaskMyJob does for a trade business, all of them included in the one price. The first nine are what people sign up for; the rest are what they find useful three months in.

What people sign up for

Invoicing & payments

Deposits, balances, payment links and finance — plus credit notes and refunds that reconcile.

How invoicing & payments works

Smart quotes & instant booking

Itemised, priced from your own list, in your branding. They accept, pay a deposit and pick a slot.

How smart quotes & instant booking works

Revenue Radar™

A score for how you answer, win and collect; what has been missed; and who is worth a call.

How revenue radar™ works

The work you finished and never billed

One tab showing every completed job nobody invoiced, oldest first, with a figure on it. Including the ones that took a deposit and look paid — an invoice exists, the balance never went out, and nothing else would tell you.

How the work you finished and never billed works

Extra work, agreed on site

Price it, send it, and they approve it from their phone before you do it.

How extra work, agreed on site works

Scheduling & dispatch

As many visits as a job needs, across days or people — and two of you on one visit when the job takes two. Route-aware, working hours per person, and it warns before a day is overbooked. The customer is emailed at 4pm the day before every booking — on the Friday for a weekend or Monday — so fewer doors are locked when you get there.

How scheduling & dispatch works

Proof of what you found

Photos, video and voice notes against the job. Internal until you send it.

How proof of what you found works

Task Taylor — included, not an add-on

A question box on every page. Ask how something works, or ask what you are owed and what is on tomorrow, in your own words. It reads only, it shows you only what your account may see, and nothing you ask it leaves TaskMyJob.

How task taylor — included, not an add-on works

Know where you stand, in thirty seconds

What happened, what it means and what to do about it — in three sentences, not a wall of charts. Targets you set and whether you are on pace, the money already confirmed kept apart from the money that is only possible, and profit per job once the costs are in.

How know where you stand, in thirty seconds works

Everything else it does

One file at year end, and an honest list of what is not in it

Your accountant asks for the same things every year. The records pack has them in one download — sales, payments, credit notes, overheads, job costs, VAT by period, CIS statements and retention. What it does not hold, it names on its own front page: your bank reconciliation, your payroll, your opening balances. It does not file anything with HMRC and does not pretend to.

How one file at year end, and an honest list of what is not in it works

Your accountant can sign in — and only sees the money

Give them their own login and they see invoices, costs, VAT and CIS — and none of your customers’ addresses, your diary or your job photos. Access runs twelve months and stops on its own. At year end there is one file with the records behind your figures, and an honest list of what is not in it. It does not file anything with HMRC.

How your accountant can sign in — and only sees the money works

Roles you make up yourself

The built-in roles cover most businesses. When they do not, name a role after the job somebody actually does — Scaffolder, Valeter, Receptionist — and tick what it can see. Somebody new can get the jobs without getting what you charged for them. Settings is never one of the ticks: the subscription, the bank details and the staff list stay with the owner.

How roles you make up yourself works

What you spend, not just what you earn

Rent, fuel, tools, insurance and subcontractors, with the standing ones logged once and counted every month. Snap the receipt in the merchant's and attach it to the job. Renewals tell you before they go out, not after.

How what you spend, not just what you earn works

What the VAT bill is going to be

Your own VAT quarter, the date a return covering it would be due, what you charged, what you were charged, and the difference. Plus everything still missing before those figures are complete. We do not file it — your accountant or your accounting package does that.

How what the vat bill is going to be works

Subcontract work, CIS and retention

Labour and materials split, the deduction worked out and never chased, statements tracked by tax month, and retention held without it reading as a debt.

How subcontract work, cis and retention works

Day rates, counted for you

Two men on site for six weeks at a rate per man per day — invoiced from the visits your team already finished, one line each, split for CIS.

How day rates, counted for you works

Documents & e-signatures

Terms and contracts sent with the quote and signed on their phone, on your own signature line. No DocuSign, no fee per signature.

How documents & e-signatures works

Work that comes round again

Repeat jobs booked automatically. Work to be sold again goes on a call list before it is due.

How work that comes round again works

Never miss a renewal

Insurance and policy renewal dates in once, and you are told a month before — not a week after.

How never miss a renewal works

Telephone & online appointments

Not every job needs a van. Phone and video book, invoice and report exactly like a visit.

How telephone & online appointments works

Profit, hours and reports

Profit off the line items with the share of work it covers. Hours against money, per person and per job.

How profit, hours and reports works

Accounting that keeps up

Invoices, payments, credit notes and refunds sync to Xero, QuickBooks or Sage.

How accounting that keeps up works

Your contacts, already yours

Send customers across from your phone — iPhone or Android — and pick who to add. No retyping.

How your contacts, already yours works

Your data, whenever you want it

Every customer, quote, job, invoice and payment as spreadsheets, in one click. No asking us, no notice period, no charge.

How your data, whenever you want it works

Common questions

Are any of these an extra cost?

No. £29.99 a month covers every feature on this page, for everybody in the business — office and field. There are no add-ons, no per-user charge and no tier that unlocks something.

Do I have to use all of it?

No, and most businesses do not. Setting up asks a handful of questions and switches off what your trade does not do — a salon is never asked to write a quote, a business that is not VAT registered never sees VAT. You can turn anything on later.

Can I try it before paying?

Yes. 60 days with everything switched on and no card to start. If you do nothing at the end of it, it stops — we do not take a payment you did not agree to.

Does it file anything with HMRC?

No. TaskMyJob keeps the records behind your figures — sales, payments, expenses, VAT by period, CIS statements — and hands them to you or your accountant as one file. It is not HMRC-recognised and it does not submit returns.

All of it is £29.99 a month for the whole business. See what is included

Try it on your own work

60 days free with everything switched on, and no card to start. If you would rather ask something first, there is a person on the other end.

£29.99 a month for the whole business after the free 60 days.

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