Running a small business from a phone and three spreadsheets is how things fall through. This automated hub ties customers, jobs, invoices, and tasks into one place that updates itself. Describe your business to Taskade Genesis and it builds the whole back office as connected projects — the exact shape real operators run on.
What's Included
- Customer records: every client, job, and invoice linked as connected projects.
- Money agent: ask "who owes me money?" and get the answer from an custom AI agents.
- Automatic reminders: triggers chase overdue invoices and upcoming jobs.
- Team access: share with your crew using role-based permissions.
- Live dashboard: today's jobs and unpaid invoices in one project views.
How To Use
- Clone the hub into your workspace.
- Add your customers, jobs, and invoices.
- Set up overdue and reminder triggers.
- Invite your team.
- Run the whole business from one screen.
See real operator builds in the Community Gallery or open the automation hub.