Help Center

Setup guides, how-tos, and troubleshooting for GoTaskhub.

Calendar & Scheduling in GoTaskhub

Schedule jobs and appointments, prevent clashes with conflict checks, and sync with Google Calendar or Outlook (Microsoft 365). Stay on top of reminders and working hours in GoTaskhub.

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Client Portal in GoTaskhub

Give customers a secure, branded portal to view quotes, approve work, and pay invoices online. Learn how to enable and use the GoTaskhub Client Portal.

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Home Budgets in GoTaskhub

Plan monthly spending by category, track progress in real time as expenses are added, set alerts, and optionally roll over unused amounts to the next month.

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Home Expenses in GoTaskhub

Track household spending, organize recurring bills, attach receipts, and categorize expenses. See trends, compare to budgets, and stay on top of monthly costs.

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Savings Goals in GoTaskhub (Home)

Create savings goals with targets and due dates, track contributions, automate recurring top-ups, and visualize progress alongside your budgets and expenses.

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Jobs in GoTaskhub

Schedule and manage Jobs end-to-end: convert quotes, assign team members, avoid calendar conflicts, track activity, attach files, and create invoices when work is done.

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Leads in GoTaskhub

Capture, qualify, and convert Leads into customers, quotes, jobs, and invoices. Use stages, tags, reminders, and lead scoring to keep your pipeline moving.

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Quotes & Approvals in GoTaskhub

Create professional quotes, add items and taxes, request deposits, send for approval via the client portal, and convert approved quotes into jobs or invoices.

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How to send an invoice in GoTaskhub

Learn how to create and send professional invoices in GoTaskhub with email delivery, secure client links, and online payments.

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Tasks in GoTaskhub

Organize work with tasks in GoTaskhub: boards, lists, labels, attachments, reminders, and automations. Learn how to create, track, and complete tasks efficiently.

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