The CRM your field crew will actually use.
Pipeline, dispatch, mobile, quotes, and invoicing — built for crews that move fast. Set up in minutes, not weeks.
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Trusted by service businesses across the country
See every deal at a glance.
A drag-and-drop kanban board with the stages field-service teams actually use — from new lead through invoicing. Move deals, see totals, never lose track of who's next.
- Customizable stage columns
- Drag-and-drop on desktop and mobile
- Filter by owner, source, or assignee
- Per-stage value totals
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Real-time job board for the office.
Schedule jobs, assign techs, and see status updates as they happen. Every change syncs to the mobile app instantly — no more pinging the crew for an update.
- Live job status from the field
- Calendar + list views
- Auto-assign by skill or availability
- Customer SMS reminders
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One flow, no copy-paste.
Build a quote, win the deal, and convert it to a job and then an invoice in a couple of clicks. Line items, services, and contact info follow through automatically.
- Reusable quote templates
- Service catalog with pricing
- Auto-create jobs from accepted quotes
- One-click Stripe invoicing
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The mobile app techs actually open.
Job briefs, route to address, capture photos, update status, log time — all from a phone in the field. Built native for iOS and Android, not a wrapped website.
- Offline-friendly
- Tap-to-navigate
- Photo + checklist capture
- Push notifications
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Email, SMS, calendar — already wired up.
Gmail, Outlook, Twilio, Google Calendar, and Microsoft Calendar all integrate out of the box. No third-party Zapier middleware.
- Gmail + Outlook for sending quotes & invoices
- Google + Microsoft calendar sync
- Twilio SMS reminders
- Stripe payments
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Stripe-native, no extra processor.
Send an invoice and the customer pays with a credit card, ACH, or Apple Pay. Payment events sync straight back into the deal record. No reconciliation.
- Cards, ACH, Apple Pay
- Auto-reconciled payments
- Recurring invoice support
- Refund + dispute tracking
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Built for the trades
Task Aux is purpose-built for field-service businesses that dispatch crews, send quotes, and bill on the spot — not a generic CRM bent to fit.
HVAC
Plumbing
Electrical
Landscaping
Cleaning
Roofing
General Contracting
Construction
What customers say
Real crews running real jobs.
“Cut our quote-to-invoice time in half. The crews actually use the mobile app — that alone was worth switching.”
Alex
Owner, Placeholder HVAC
“Dispatch used to be a whiteboard and a group text. Now it just works, and I can see job status from my phone.”
Jamie
Operations Lead, Placeholder Plumbing
“The pipeline kanban is the cleanest one I have seen in any field-service tool. Onboarding took ten minutes.”
Sam
Founder, Placeholder Electric
Simple pricing. Free 14-day trial.
Pick the plan that fits your crew. Change anytime.
Starter
Just me
1 user
- All core CRM features
- 1 signed-in device
- Job dispatch & mobile app
- Stripe invoicing & payments
Team
Small teams
Up to 3 users
- Everything in Starter
- 2 signed-in devices per user
- Real-time dispatch board
- Email + SMS reminders
Business
Growing companies
Up to 5 users
- Everything in Team
- 2 signed-in devices per user
- Advanced analytics
- Quote templates & catalog
Enterprise
Large operations
10 users included, +$2.99/seat
- Everything in Business
- 3 signed-in devices per user
- Priority support
- Custom integrations
Ready to dispatch smarter?
Start a free 14-day trial. Card on file, no charge until day 15. Cancel anytime.