See how TaskRight works

Walkthroughs for every role — business owner, team member, and customer. Recorded live, no staging.

01

Dashboard — List & Calendar View

The business owner home screen. Switch between a calendar view of all upcoming service calls and a list view by date. Everything you need to know about your day at a glance.

02

Customer Management

Add customers, view their upcoming service schedule, and see the full message thread — all from one screen. Customer details, service history, and communication in one place.

03

Service & Task Setup

Create service cycles, define the tasks that belong to each visit, and assign customers. This is how you structure the repeatable work your business runs on.

04

Team & Group Management

Add team members, create groups for dispatch, and manage who gets assigned to which service calls. Team members get their own app view with exactly what they need for the day.

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