Built for the way field crews actually work
Pipeline to invoice in one tool. No spreadsheets, no group texts, no separate scheduling tab.
A kanban your team will keep up to date
Drag deals through stages. Filter by owner, assignee, or lead source. See pipeline value at a glance. Mobile-first so the field can update from anywhere.
- Customizable stages
- Per-stage value totals
- Filter by owner, source, or assignee
- Bulk actions and quick edits
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Real-time job board for the office
Schedule, assign, and watch status update live as crews check in from the field. Auto-assign by availability or skill so the dispatcher doesn't have to chase.
- Live status from the field
- Calendar and list views
- Auto-assign rules
- Customer SMS reminders
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One flow, no copy-paste
Build a quote with reusable templates, win the deal, and convert it to a job and then an invoice — line items follow through every step.
- Reusable quote templates
- Service catalog with pricing
- Auto-create jobs from accepted quotes
- One-click Stripe invoicing
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The mobile app your techs will actually open
Job briefs, route to address, photo and checklist capture, time tracking — all from a phone, native iOS and Android.
- Offline-friendly
- Tap-to-navigate
- Photo and checklist capture
- Push notifications
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Email, SMS, and calendar wired up out of the box
Gmail, Outlook, Twilio, Google Calendar, and Microsoft Calendar all work without third-party middleware.
- Gmail and Outlook for sending quotes and invoices
- Google and Microsoft calendar sync
- Twilio SMS reminders
- Stripe for payments
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Stripe-native invoicing
Send an invoice and the customer pays with card, ACH, or Apple Pay. Payment events sync straight back into the deal record. No reconciliation needed.
- Cards, ACH, Apple Pay
- Auto-reconciled payments
- Recurring invoicing support
- Refund and 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
Ready to dispatch smarter?
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