How to use TaskMyJob
You do not have to read them all. Pick the business you run and you have eight or ten guides, in the order the work happens — or search for the one thing you are stuck on.
Start here
All 85 guides
Grouped by the job you are trying to do. Where there is a recording, a short film of the real thing being done.
Getting started
Set your business up once, and every quote, invoice and booking after it comes out right.
- Put TaskMyJob on your phoneNew
- Find your way around
- Task TaylorNew
- Your first job, all the way roundNew
- Set your business up for the first time
- Change how your business works
- Set up your services and prices
- Add your team and decide what they can see
- Set your business upNew
Enquiries and quotes
Take the enquiry, price the work, send it, and know where it stands without chasing.
- Take an enquiry
- Build a quote
- Send a quote and track what happens
- Take enquiries from your website, your CRM, anywhereNew
- Ask the customer to fill in the detailsNew
- Price a line from your saved list
- Price a line by its markup or its marginUpdated
- Show a total without the breakdown
- Ask for a deposit, the full amount, or nothing
- What your customer sees
- Send contracts, terms and breakdowns
- Get a document signedUpdated
Appointments, jobs and customers
Book the work, put the right person on it, and keep customer records that earn their keep.
- Book an appointment
- Turn a survey visit into a quoteNew
- Schedule a job and assign it
- Read your diaryNew
- A job that takes more than one visitNew
- Remind the customer the day beforeNew
- A job that is waiting on somethingNew
- Cancelling a jobNew
- Set up work that repeatsUpdated
- Keep a customer recordUpdated
- Bring your contacts in from your phone
- Extra work, from finding it to being paid for itNew
- The job evidence record
Out on site
The jobs board on a phone: what you are doing today, clocking on, photos, and finishing up.
- Find your work for the day
- Clock on, pause, and wait on parts
- Photos, video, voice notes and extra workUpdated
- Finish a jobUpdated
Invoices and payments
Raise it, send it, get paid, and put it right when something changes — without breaking your books.
- Raise and send an invoice
- Take a payment
- Send an invoice laterNew
- Bill a customer once a monthNew
- Take the money in stagesNew
- See and chase what you are owed
- Work you have finished and not billedNew
- Cancel an invoice, credit it, or refund it
- Retention held back on a contractNew
- Bill for the days workedNew
- Subcontract work and CISNew
- Getting your CIS backNew
- The VAT reverse charge on construction workNew
- Let a customer's card pay their invoicesNew
- Set up live card paymentsNew
Reports and Revenue Radar
What the business is actually making, who owes you, and the work sitting there waiting to be asked for.
- Looking ahead — and the figure it refuses to give youNew
- Paperwork kept out of the money listNew
- Set a target, and read whether you are on for itNew
- Closing a month, a quarter or a yearNew
- Profit — what the work made, and whether there is room for moreNew
- Revenue Report — the thirty-second answerNew
- Read the reports without being misledUpdated
- Tax — where you stand, and what we will not doNew
- Recording what the business spendsNew
- The year-end records your accountant asks forNew
- What you still owe your suppliersNew
- Capital or an expense? Larger buys worth asking aboutNew
- Work the Revenue Radar
- Check what happened, and when
- Your weekly summaryNew
Settings and your account
Working hours, accounting connections, branding, and the things that only come up now and again.
- Set working hours and time offUpdated
- Make a role of your ownNew
- Give your accountant a sign-inNew
- Decide who can price extra workNew
- Ask for a photo before a job can be finishedNew
- Set your own follow-up intervalsNew
- Change a sign-in email, or remove someone who has leftNew
- Connect your accounting packageUpdated
- Add a field of your ownNew
- Import a price list from a spreadsheetNew
- Put your own branding on what customers see
- Your subscription and trial
- Change a name, an email or a passwordNew
- Build and use your own certificatesNew
- Take a copy of everythingNew
- Put a photo on each personNew
- Get help from a person
Free tools, no account needed
Useful on their own, and nothing to sign up for.
- Making Tax Digital checkerWhether MTD for Income Tax applies to you and from which April — the threshold is turnover, not profit.
- CIS calculatorWhat a contractor will deduct from your invoice, and what reaches your bank.
- Markup and margin calculatorThe same job, two percentages — and pricing with the wrong one costs you on every invoice.
- Late payment interest calculatorWhat you can legally claim when another business pays late: interest, plus a fixed sum.
- Retention calculatorWhat a retention leaves you, what is owed today, and when the rest falls due.
- VAT reverse charge checkerWhether to charge VAT on a construction invoice, and the wording HMRC wants when you do not.
- VAT calculatorAdd VAT or take it back off — and why taking it off is not taking 20% off.
- Deposit and payment schedule calculatorSplit a job into payments the customer can follow, with nothing lost to rounding.
- Mileage claim calculatorWhat your business miles are worth at 45p and 25p, with the band in the right place.
- Hourly rate calculatorWhat to charge an hour once the unbilled hours, the weeks off and the van are in it.
- Day rate calculatorWhat to invoice for a week on site, per man per day, with part days rounded properly.
A note on the recordings
78 of these 85 guides carry a screen recording of the task being done in the real app, and more are being added. They are short, and they use a demo business with made-up customers — never anybody's real data. The written steps are the authority: if the app has changed and a recording has not caught up, trust the words.
They are narrated, and captioned as well. Every step is on screen in writing at the moment it happens, so nothing is missing with the sound down. Which matters if you are checking something on your phone in a customer's kitchen.