Made for the tradesperson, realtor, or clinic owner whose customer details live in a phone, a notebook, and three text threads. The customer records schema takes how you already note names, jobs, and follow-ups and shapes it into a clean contact database with Taskade Genesis. Describe your customers and what you need to track, and the schema is designed for you: the right fields, the links between people and their jobs, and the structure that keeps nothing from slipping through.
What's Included
- Structured contact database: Each customer gets clean fields for name, phone, status, and value owed in a USD currency field.
- Connected projects: Customers link to their jobs and invoices through connected projects, so one person's full history sits in one view.
- AI Agent: A built-in agent answers "who owes me money?", "who haven't I followed up with?", and "which leads are still open?" in seconds.
- Automation: An automation moves a lead to follow-up and reminds you the moment a job goes quiet.
- Multiple views: See the same records as a List, Board, Calendar, or Table — whatever fits the way you work.
How To Use
- Clone this app into your Taskade workspace.
- Describe your customers and the details you track, and let Taskade Genesis build the schema.
- Add your existing contacts or import them from a spreadsheet.
- Set a trigger so quiet leads resurface on their own.
- Run your whole book of business from one clean, searchable database.
Need a fuller pipeline? Explore more starters in the Community Gallery or start from the Organization Schema.