How it works
From first inquiry to money in the bank.
Capture the lead, send a quote they can accept, run the job, take payment — and see which work is worth chasing. You type the details once. We do not pick up the phone for you.
The four stages
How a job moves through TASXIO.
Leads, quotes, jobs, invoicing — then analytics on what paid.
- 01
Leads
Every inquiry in one list, tagged by where it came from.
- Log calls, chats, and walk-ins in seconds so they are not stuck in a thread.
- Email and your website form can arrive on their own.
- Source is tagged from day one, so you can see what actually converts.
- 02
Quotes
A branded quote the customer can accept on their phone.
- Build from your price book and send a link — no PDF chase.
- They tap Accept. The deal moves to Won.
- The numbers carry into the job, so you do not re-type the quote.
- 03
Jobs
The board you work. The week you schedule. The crew on site.
- See status on the jobs board — scheduled, in progress, done, paid.
- Put the work on a week calendar so the diary is not a separate app.
- Crew get a private link: address, checklist, photos. No app to install.
- 04
Invoicing
Invoice from the job. The customer pays. Your accounts stay in step.
- Photos and totals come across from the job — no re-keying.
- Customer pays by card. Money goes to your bank — we never hold it.
- Connect your accounts software and sent invoices and payments can sync in the background.
Analytics
Every stage feeds the same picture: which channels pay, how fast you quote, what is going cold. Use it to spend time and money where the work actually is — not where it is loudest.
See it in motion
One customer, start to finish.
Watch a logged inquiry become a quote they accept, a job, and an invoice — without re-typing.
Bathroom leak under sink — needs urgent visit Friday
Boiler service — annual renewal
01/05 · Waiting…
Integrations
Works with the tools you already use.
Connect in Settings. Email and website inquiries can come in on their own, and those customers get a confirmation that you received it. Invoices can sync to accounts. Jobs can land on your calendar. Customers pay by card into your bank.
Gmail
Connect Gmail and customer emails become leads. Newsletters and receipts are skipped. We email them that you received it.
Outlook
Connect Outlook or Microsoft 365. New customer emails become leads the same way, with the same confirmation to the customer.
Website form
Lead capture
Keep the site you have. Put a TASXIO form on it, or send ads to a TASXIO page. Those inquiries become website leads and the customer gets a short confirmation.
Google Calendar
Scheduling
Scheduled jobs can appear in your Google Calendar. You still choose the day — this is not a 24/7 booking line.
Stripe
Payments
Customers pay invoices by card. Money goes to your bank. We never hold it.
Xero
Accounting
Sent invoices can sync to Xero. Payments record when you mark them paid.
QuickBooks
Accounting
Sent invoices can sync to QuickBooks Online. Payments record when marked paid.
Sage
Accounting
Sent invoices can sync to Sage. Payments record when marked paid.
Connect these in Settings after you sign up.
What it replaces
Most trade businesses string together half a dozen tools to do this.
See it in your own account.
30 days free. No credit card. Bring one real lead and run it end to end.