Approved estimates die in inboxes. Taskade Genesis generates an estimate-to-job-to-invoice pipeline so sales, field, and billing share one status path.
What's Included
- Estimate records with amount, scope, and owner
- Job handoff when the customer says yes
- Invoice stage when the job closes
- Aging visibility for unpaid work
Boundary: pair with your payment processor. This owns the ops trail, not card capture.
How To Generate It
- Open Taskade Genesis and describe your jobs, clients, and statuses.
- Review the live board and records on this page.
- Clone the kit and replace sample data with your real work.
- Connect automations for reminders and handoffs.
- Explore related pages: completed job invoice tracker, AR aging dashboard and the Community Gallery.