How to use TaskMyJob
60 guides, grouped by the job you are trying to do. Each one is a set of steps written in plain words, and 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.
- Find your way around
- Task TaylorNew
- 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
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
- Price a line from your saved list
- Price a line by its margin
- Show a total without the breakdown
- Ask for a deposit, the full amount, or nothing
- What your customer sees
- Send contracts, terms and breakdownsNew
- Get a document signedNew
Appointments, jobs and customers
Book the work, put the right person on it, and keep customer records that earn their keep.
- Book an appointment
- Schedule a job and assign it
- A job that takes more than one visitNew
- Remind the customer the day beforeNew
- A job that is waiting on somethingNew
- Set up work that repeatsUpdated
- Keep a customer recordUpdated
- Bring your contacts in from your phoneNew
- Extra work, from finding it to being paid for itNew
- The job evidence recordNew
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
- 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.
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
- Decide who can price extra workNew
- Set your own follow-up intervalsNew
- Change a sign-in email, or remove someone who has leftNew
- Connect your accounting package
- 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.
- 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
57 of these 60 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.