Service Business Office
Every job goes from request to paid invoice without a spreadsheet. For cleaning, repair and trades businesses: a Request a Visit form, a Check a Job page, change requests priced before work starts, a jobs board, invoices with auto numbers due in 5 days, team by role, price list, SOP library and a Monday brief of late jobs and money owed. Your own copy with sample data. Works best on Starter or higher. Includes rights to set it up for your own clients.
Service Business Office is a Taskade app kit built from one prompt: 12 projects that remember, 1 AI agent that thinks, and 8 automations that run on their own.
Category: Invoices
This Taskade Genesis app includes 12 projects, 1 AI agent, 8 automations. Preview it live, then clone it into your own workspace.
Its AI agents include Front Desk. Its automations include Every morning: mark late invoices Overdue, Every Monday: late jobs and money owed and Invoice paid: close the job.
by @taskade
What you can do with Service Business Office
- 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 Service Business Office works
- Every morning: mark late invoices Overdue: when Every day at 7:30 AM, then Find sent invoices past their due date and Mark the invoice Overdue.
- Every Monday: late jobs and money owed: when Every Monday at 7 AM, then Find late jobs and List the late jobs.
- Invoice paid: close the job: when an invoice is set to Paid, then Read the invoice and Find the job of the invoice.
Built with Taskade Genesis
- Category: Invoices
- AI agents: Front Desk
- Automations: Every morning: mark late invoices Overdue, Every Monday: late jobs and money owed, Invoice paid: close the job
- Workspace: 12 projects, 1 AI agent, 8 automations