Built for the tradesperson whose customer list is a spreadsheet on a laptop in the van. Plumbers, electricians, landscapers, HVAC crews — anyone who quotes work, does the job, and then has to remember to chase the invoice. Turn that customer list into a service CRM: Taskade Genesis links every customer to their jobs, quotes, and invoices through connected projects, so the full story of any customer is one tap away — on site, from your phone.
What's Included
- Customer and job records: each customer links to their open jobs, past work, quotes, and invoices, with the whole history in one place
- This week at a glance: jobs on a Calendar, quotes on a Board, money in a Table — same data, no double entry
- AI Agent: ask "who owes me money?", "what jobs are on this week?", or "which quotes never got an answer?" and get a straight answer
- Follow-ups that run themselves: a sent quote gets a reminder in three days, a finished job gets an invoice nudge — automations keep running while you are on a roof
- Your own office manager: shape the agent to your trade with custom agents — your rates, your turnaround times, your wording
How To Use
- Clone this app into your workspace
- Paste your customer list — names, numbers, addresses, open jobs
- Add this week's quotes and jobs so everything lives in one system
- Switch on the follow-up automations and let them chase quotes and invoices
- Finish Friday knowing every quote got a follow-up and every invoice got chased — without a single evening at the desk
See what other service businesses run in the Community Gallery, or start from any converter on this page.