How do I use Trade Customer Portal?

Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.

What's included in this kit?

This app ships with 6 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.

Who created Trade Customer Portal?

John Xie published this field service app in the Taskade Community Gallery.

taskade

Trade Customer Portal

@johnTinkerer

6 projects
1 AI agent
3 automations

Clone to Workspace

Trade Customer Portal with Jobs, Quotes and Invoices.

trade-customer-portal-7786.taskade.app/

About

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.

Questions

: 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.
: Clone it to your Taskade workspace in one click, then customize projects, agents, and automations to match your workflow.
: This app ships with 6 projects & knowledge bases, 1 AI agent, and 3 automations & workflows — ready to run or customize after you clone.
: John Xie published this field service app in the Taskade Community Gallery.

Categories and tags

Category: Field Service Portals Sales
Tags: Full workspaceMulti-project

Trade Customer Portal

About

Questions

Categories and tags

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