Task RX

Service businesses

Run the work from the lead to the payment.

Task RX is practical software for painting, flooring, cleaning, lawn care, trades, handyman, mobile, and other field businesses. Pro is one subscription for up to 5 business users and 25 employees. It is not billed per person. Organizations that need more can ask about Enterprise.

Task RX Leads

Leads included. No per-lead fees.

Customers submit requests through Task RX. On Pro, participating businesses can receive relevant leads without credits, packages, or a fee to unlock a name and phone number. There is no bidding with credits. The business can turn a lead into an estimate in the same product.

Sell

  • Task RX Leads

    On Pro, customer requests can reach participating businesses. A profile request can go directly to that business. No per-lead fees, credits, or packages.

  • CRM

    Clients, contacts, follow-ups, internal notes, and a history of the relationship.

  • Estimates and approvals

    Build an estimate, share it for review, and collect an approval or signature. Each public document link has a 30-day access window; customers can save a copy.

  • Contracts and templates

    Keep business-written terms and reusable contract templates with your documents. Task RX does not write or certify your legal agreement.

  • Change orders

    Document additions or reductions to accepted work, keep the original scope, and track the revised contract.

Plan

  • Projects

    Turn accepted work into a job you can schedule and revisit.

  • Scheduling

    Free includes basic scheduling. Pro adds advanced scheduling: Gantt, dependencies, milestones, critical path, float, and crew workload.

  • Crews

    Free includes one crew. Pro includes unlimited crews within the Pro account limits.

  • Employee schedules

    Assign a named crew and those workers get scheduled hours. Free includes this for its employee and crew limits.

Work

  • Employee Portal

    Employees open their own schedule and clock from the portal. The business controls who has access.

  • Clock in / break / clock out

    Employees record the shift, including a break. General or unassigned work stays off project labor.

  • Timesheets

    Timesheets are part of Free and Pro, inside each plan’s employee limits. They are not a Pro-only tool.

  • Time corrections

    An employee can request a correction. A manager approves or denies it. The decision stays on the record.

  • Automatic labor costing

    Approved time can update project labor hours and cost. Time that has not been confirmed does not.

  • Expenses and receipts

    Record an expense, attach a receipt, and tie it to a project or to general business activity. There is no separate expense count. Receipts use the plan’s storage.

  • Project costs

    Keep labor, materials, expenses, and other project costs with the job. Pro adds planned versus actual.

  • Photos and files

    Job photos and files stay with the project. Storage is measured in megabytes and gigabytes, not a promised photo count.

  • Mileage

    Free includes manual mileage. On supported native apps, Pro adds automatic trip detection, Business/Personal classification, and attribution of business mileage to a project or general business activity. Device permission is required; review detected trips before using them.

Get paid

  • Invoices

    Bill the work and share the invoice. Free includes manual payment tracking and a monthly cap on new invoices.

  • Task RX Payments

    Take invoice deposits, partial payments, and final balances with Task RX Payments, included on Free, Pro, and Enterprise. Account approval and processing fees apply. Track payments and refunds with the invoice.

  • Payouts

    Payment processing is provided by Stripe. Task RX records the payment. Stripe handles processing and payout services under its agreements. Task RX does not hold funds or store full card numbers.

Improve

  • Forecasts

    Pro can forecast schedule, labor, materials, profit, and margin from the records you already keep.

  • Planned vs actual

    See where the job left the plan without replacing the original estimate.

  • Performance analytics

    Free includes a basic dashboard. Pro adds historical performance analysis and advanced performance analytics.

Task RX AI

Ask a question, get help with the screen you are using, or work through supported client, estimate, invoice, project, and scheduling actions. Use text or enabled voice interaction, with English and Spanish support where available.

Free
15 minutes of voice/month
Pro
120 minutes of voice/month (2 hours)
Enterprise
Custom voice limits

Text assistance is included on Free and Pro, subject to usage limits and safeguards.

Review generated information and confirm important actions when prompted. AI can make mistakes and is not a licensed legal, financial, tax, employment, or other professional adviser. Read about AI data handling.

Business services · optional and separately paid

Task RX Payroll

Simplify payroll. Focus on running your business.

Manage employee payroll, direct deposits, payroll taxes, reports, and year-end tax documents. Available to eligible businesses on Free, Pro, and Enterprise plans, subject to approval. Payroll is a separately paid service and is not included in your Task RX software subscription.

Payroll Pricing

Monthly Payroll
ChargePrice
Monthly business base$50/month
Each employee or covered worker$5/month, from the first worker
Year-End Tax Documents
ChargePrice
W-2 processing base$50
Each W-2 / applicable 1099$5

Year-end document processing charges are separate from monthly payroll charges. Your payroll agreement identifies the services and charges that apply to your business.

Explore Task RX Payroll

Create your business profile

Your public profile is managed in the Task RX app. Customers can open it from Find a Pro when you publish it. A Task RX listing shows information supplied by the business. Unless Task RX explicitly says a particular item was verified, a listing is not a background check, a license or insurance check, or an endorsement. You should evaluate a business before you hire it.

Create your business profile

Task RX Payments

Invoice deposits, partial payments, and final balances stay with the invoice. Task RX Payments requires an eligible connected Stripe account, completed onboarding, and enabled payment capabilities. Processing, refunds, disputes, and payouts are subject to applicable provider terms.

  • Standard U.S. domestic card payments: 3.9% + $0.35 per successful transaction. That rate is for domestic cards. It does not necessarily apply to every international card or every future payment method.
  • Payment processing is provided by Stripe. Task RX is not the payment processor and does not become the merchant of record for the physical job.
  • Customers pay through Stripe-hosted Checkout for the current payable invoice revision. Superseded or expired public links cannot start a new payment.
  • Task RX records verified payments and supported refunds against invoices. It does not store full card numbers.
Open the business app