Sale Install Handover
Sale to Install Handover Board for Installers. Carry every sold job from signed contract to scheduled install with measurements, deposit, permit and site notes checked. Free to clone.
Sale Install Handover is a Taskade app kit built from one prompt: 5 projects that remember, 2 AI agents that think, and 3 automations that run on their own.
Category: Boards
This Taskade Genesis app includes 5 projects, 2 AI agents, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Handover and Operations Handover. Its automations include Ready to schedule crew notes, Blocked job alert and Weekday missing handover alert.
by @taskade
What you can do with Sale Install Handover
- Preview the live Taskade Genesis app in your browser without signing up.
- Clone the entire workspace (projects, agents, automations, and app UI) to your own Taskade account in one click.
- Edit any agent prompt, project field, or automation step after cloning.
- Share the cloned version with your team or publish to a custom domain.
How Sale Install Handover works
- Ready to schedule crew notes: when a job is set Ready to schedule, then Draft crew notes from site notes and Comment the crew notes draft on the job.
- Blocked job alert: when a job is set Blocked, then Explain why the job is blocked and Email the owner the blocked job.
- Weekday missing handover alert: when Every weekday at 8 AM, then Ask Operations Handover for sold jobs missing items and Email the owner the missing handover list.
Built with Taskade Genesis
- Category: Boards
- AI agents: Handover, Operations Handover
- Automations: Ready to schedule crew notes, Blocked job alert, Weekday missing handover alert
- Workspace: 5 projects, 2 AI agents, 3 automations