If you run a trades or service business — plumbing, roofing, electrical, landscaping — quotes are where money leaks. A request comes in by phone, the estimate goes out by email, and the follow-up lives in your head. Real multi-trade operators run this exact funnel on Taskade Genesis: every quote request lands in one pipeline, and an accepted quote turns into a scheduled job on its own.
What's Included
- Quote pipeline board: every request moves through New → Quoted → Accepted → Scheduled → Paid, so you can see in one glance where every deal stands.
- Connected records: customers, quotes, jobs, and invoices are connected projects — open a job and the quote behind it is one click away.
- AI agent on your pipeline: ask it "which quotes are still waiting on the client?" or "what jobs are booked next week?" and get a straight answer from your own data.
- Follow-ups that run themselves: if a quote sits in Quoted past your deadline, an automation sends the nudge for you.
- Automatic job hand-off: mark a quote Accepted and the automation creates the job card, sets the date, and assigns the crew — no retyping.
How To Use
- Clone this app into your workspace — the pipeline, agent, and automations come with it.
- Add your services and standard prices so new quotes start half-done.
- Set your follow-up timing with automation triggers — two days is a good default.
- Work the pipeline as a Board, a Calendar of booked jobs, or a Table of open money using project views.
- Watch accepted quotes become scheduled jobs without you touching a thing — nothing falls between "yes" and the work starting.
Browse more working pipelines in the Community Gallery, or pair this with the Subcontractor Quote Comparison Tracker when you are the one collecting bids.
