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.
Read article βClient 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.
Read article βHome 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.
Read article βHome 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.
Read article βSavings 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.
Read article βJobs 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.
Read article βLeads 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.
Read article βQuotes & 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.
Read article βHow 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.
Read article βTasks 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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