If you run a trade — plumbing, HVAC, electrical, landscaping, cleaning — your customers want to book a job, see the quote, and know when you're coming without a string of phone tag. A home services client portal gives every customer one branded login to do exactly that. Describe your service to Taskade Genesis and it builds a live portal with a job request board, quote approvals, a visit calendar, and an AI agent that handles the routine questions while you're on a roof or under a sink.
What's Included
- Job request board: Customers submit a job from a simple form; requests land on a Board view that moves from Requested to Quoted to Scheduled to Done. Each job links to the customer and the property via connected projects.
- Quote approvals: Send a quote with a USD Currency line; the customer approves it from their portal, so the job is greenlit before you load the van.
- Visit calendar: Customers see their scheduled visit window on a Calendar view and you see the whole week's route.
- AI agent: Ask it "which jobs are scheduled this week?" or "who hasn't approved their quote yet?" and it answers from live data. It also replies to customers 24/7 with availability, service areas, and pricing — see custom agents.
- Automations that run themselves: A trigger confirms each booking, sends an on-the-way reminder the morning of the visit, and follows up for a review after the job is done.
How To Use
- Clone this app into your workspace.
- Add your services, rates, and the hours you take bookings.
- Set customer permissions so each homeowner sees only their own jobs and quotes.
- Switch on the booking and reminder automations.
- Share one link — customers book, approve, and track jobs while you stay on the tools.
Pair it with the appointment booking portal and find more in the Community Gallery.