Trade Customer Portal
Trade Customer Portal with Jobs, Quotes and Invoices. Give each customer a page for jobs, quote approval and invoices, and take service requests online. Free to clone.
Trade Customer Portal is a Taskade app kit built from one prompt: 6 projects that remember, 1 AI agent that thinks, and 3 automations that run on their own.
Category: Portals
This Taskade Genesis app includes 6 projects, 1 AI agent, 3 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Valve. Its automations include Monday overdue invoices, Quote sent summary and Daily 7 AM dispatch digest.
by @john
What you can do with Trade Customer Portal
- 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 Trade Customer Portal works
- Monday overdue invoices: when Every Monday at 9 AM, then Find invoices overdue past 14 days and Overdue invoices as text.
- Quote sent summary: when a quote is set to Sent, then Draft a plain summary and Comment the summary on the quote.
- Daily 7 AM dispatch digest: when Every day at 7 AM, then Find jobs scheduled today and Find requests with no reply.
Built with Taskade Genesis
- Category: Portals
- AI agents: Valve
- Automations: Monday overdue invoices, Quote sent summary, Daily 7 AM dispatch digest
- Workspace: 6 projects, 1 AI agent, 3 automations