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🧾 Service Business Booking & Billing with AI

An automation that books jobs, sends reminders, and bills clients for a trade or service business.

  • Event-triggered
  • 100+ integrations
  • Branching logic
  • Schedule + monitor
UNIT · TASKADE.FLOW2 STEPS

How this flow runs

When

When a task is due

Taskade

Then 1

Send an email

Taskade

Build this flow with AI

Opens the builder with these steps already described. Free to start, no card.

For a landscaper, cleaner, or HVAC pro, the work is the easy part — booking and billing is what eats the evening. This automation books the job, sends the reminder, and bills the client, all from one place. It's the client-to-cash loop running on its own.

What's Included

  • Booking intake: clients pick a time and the job lands on your calendar.
  • Job records: each job linked to its customer and price as connected projects.
  • Reminder automation: triggers text or email clients before the visit.
  • Invoice on done: mark a job complete and the invoice is ready to send.
  • Owner dashboard: see scheduled, done, and unpaid in one project views.

How To Use

  1. Clone the system and add your services and prices.
  2. Share your booking link with clients.
  3. Turn on reminder triggers.
  4. Mark jobs done to trigger billing.
  5. Spend evenings off the books, not in them.

Browse service-business systems in the Community Gallery or open the booking automations page.

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