All-in-one job management software for small businesses
Quotes, invoices, jobs, tasks, leads, CRM, expenses, calendar sync and analytics — in one fast, glassy workspace. Reduce admin, prevent double-booking, and get paid faster.
Everything in one place
GoTaskhub centralizes your operational workflow so you don’t juggle spreadsheets, paper quotes, or scattered apps. Build quotes, schedule jobs, manage tasks, sync your calendar, and keep a clean record of every customer interaction.
Quotes & Invoices
Create, brand, and send documents in minutes. Convert quotes to invoices instantly.
Jobs & Scheduling
Assign work, track status, attach files and keep clients informed.
Task Manager (Kanban)
Drag & drop across To Do, In Progress and Done. Priorities, due dates, attachments.
Customer CRM
All notes, history and files in one profile. Faster customer service.
Lead Management
Capture and qualify leads. Track sources, values and follow-ups.
Expenses & Finance
Track spending and cashflow. Export data for accounting.
Calendar Integration
Two-way sync with Google Calendar to avoid double-booking.
Client Portal
Approve quotes and pay invoices securely, 24/7.
Analytics & Reports
Revenue, quote win rate, P&L and forecasts at a glance.
Create quotes in seconds
Build professional, branded quotes with line items, taxes, and discounts. Start from an existing customer or add a new one as you go. Share a link or PDF and get approvals faster with a modern customer experience.
- Customer selector, line items, tax, discount and automatic totals.
- Live customer-facing preview before you send.
- One-click convert to invoice once the customer approves.
- Send via email or share secure link from desktop or mobile.
Create quotes in seconds
Create invoices that get paid
Generate clean, accurate invoices in moments. Record payments, track overdue balances, and keep customers in the loop with clear due dates and reminders.
- Branded invoices with due dates and payment terms.
- Record payments quickly and monitor unpaid balances.
- Email delivery with status visibility.
- Works from phone, tablet or desktop.
Create invoices that get paid
Plan and track work with Kanban
Organize work visually across To Do, In Progress, and Done. Drag-and-drop to reprioritize, add due dates, labels, attachments, and track progress from 0–100%.
- Fast drag-and-drop with smooth interactions.
- Due dates, priorities, labels, attachments and subtasks.
- Progress and status badges for clarity.
- Optional Google Calendar sync for scheduled tasks.
Plan and track work with Kanban
Capture and convert more leads
Keep your pipeline organized from first contact to job won. Prioritize follow-ups, track sources and values, and convert the best opportunities into jobs.
- Pipeline stages: New, Contacted, Qualified, Won.
- Lead source tracking (web, referral, phone, etc.).
- Quick actions: follow-up, create quote, schedule site visit.
Capture and convert more leads
Stay in sync with Google Calendar
Schedule jobs and tasks without double-booking. Two-way sync ensures your external Google Calendar and in-app schedule always match.
- Two-way sync keeps calendars aligned across devices.
- Color-coded statuses and time blocks for clarity.
- Month, week and day views with click-through to job details.
Stay in sync with Google Calendar
Analytics & live reporting
Understand performance at a glance with revenue trends, quote conversion, job status distribution and profit/loss. Forecast upcoming months to plan ahead.
- Revenue, AR and profit/loss trends.
- Quote win rate and pipeline health.
- Monthly revenue forecast to anticipate cashflow.
Analytics & live reporting
Delight customers with a secure client portal
Make it easy for clients to view quotes and invoices, approve work, and pay online without back-and-forth. Build trust with transparency and speed.
- Approve quotes and view job timelines.
- Pay invoices securely and see payment history.
- Automatic status updates and email notifications.
Delight customers with a secure client portal
Job scheduling that fits your day
Turn approved quotes into scheduled jobs with dates, times and status. Attach notes, images, and files. See what’s scheduled, what’s in progress, and what’s next—whether you’re at a desk or on site.
- Schedule start/end times with customer details
- Status tracking: Scheduled, In Progress, Completed
- Attach site photos, plans and checklists
From job done to invoice sent
Close out work and generate an invoice the same day. Keep cashflow healthy by reducing admin, human error, and time to payment.
- Convert job details into invoice line items
- Email invoices or share secure links
- Track unpaid balances and follow up
Privacy & Data Ownership
Your business data stays yours. Export whenever you like and keep a clean record of changes for transparency and compliance.
- You own your data (easy CSV export)
- Activity history and audit trails
- Clear, no-lock-in approach
Security & Reliability
Best-practice authentication and data protection. Encrypted connections and regular backups help keep your business safe and available.
- Secure authentication
- Encrypted in transit
- Regular backups
Integrations & API
Connect your calendar and streamline your workflow. Business plans include API access for custom connections and automation.
- Google Calendar (two-way sync)
- API access (Business)
- Flexible data export for accounting tools
How GoTaskhub works
GoTaskhub simplifies your end-to-end workflow so you can quote jobs, schedule work, manage tasks, send invoices and monitor performance without switching tools. Here’s the typical flow teams use every day:
Capture lead
Add a new lead, track source and potential value, and plan your follow-up.
Send quote
Build a clear, branded estimate and share it via email or secure link.
Schedule job
Convert approved quotes to jobs with dates, times and assigned owners.
Track tasks
Move work across To Do, In Progress and Done. Add notes, photos and files.
Invoice fast
Generate invoices from job details and record payments on the spot.
Sync calendar
Keep Google Calendar aligned to avoid double-booking and missed slots.
Delight clients
Use the client portal for approvals, payments and transparency.
Analyze
See revenue, win rate and forecasts to plan staffing and stock.
Who uses GoTaskhub?
Landscaping & Gardening
Quote design/maintenance, schedule teams, attach site photos, and invoice after visits.
Cleaning Services
Manage recurring jobs, track supplies and expenses, and keep customers up-to-date.
HVAC & Plumbing
Plan service calls, store job notes and parts lists, and invoice quickly from the job.
Electrical & Handyman
Estimate accurately, schedule efficiently and reduce no-shows with calendar sync.
Painting & Decorating
Organize multiple jobs, track expenses and present professional quotes and invoices.
Small Construction
Centralize jobs, documents and approvals to keep projects moving.
Data & Export
Your data is yours. Export customers, quotes, invoices, jobs, and expenses to CSV for backups and accounting workflows.
- CSV export for major entities
- Ideal for year-end reporting
- Easy migration if needed
Mobile-friendly
Built for the field. Create quotes, update job status, upload photos and send invoices from your phone.
- Responsive UI works on phones & tablets
- Fast actions for on-site updates
Performance & Reliability
Lightweight, modern architecture with a focus on speed and stability. Keep your team moving—even on busy days.
- Snappy interface
- Designed for reliability
Frequently asked questions
What is GoTaskhub?
GoTaskhub is an all-in-one job management platform for trades, field and service teams. Create quotes and invoices, schedule jobs, manage tasks in Kanban, track expenses, capture leads, sync with Google Calendar, and analyze performance in one place.
Can clients approve quotes and pay invoices online?
Yes. Share a secure client portal where customers can view and approve quotes, see job details, and pay invoices. Approvals and payments update your dashboard automatically.
Does GoTaskhub integrate with Google Calendar?
Yes. Two-way sync keeps your external Google Calendar and GoTaskhub jobs/tasks aligned to reduce double-booking and missed appointments.
Do you support teams and user roles?
Multi-user and role-based access are on our roadmap. Today GoTaskhub is single-user. If you’d like early access when it’s ready, contact us.
Is there a free plan?
Yes. Start free and upgrade anytime for advanced features like teams, client portals, and API access.
Can I export my data?
Absolutely. Export customers, quotes, invoices, jobs, expenses, and more to CSV for backups or accountancy tools.
What industries use GoTaskhub?
Landscaping, gardening, cleaning, HVAC, plumbing, electrical, painting, handyman services, small construction, and other field service businesses.
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