For the plumber, electrician, or contractor running jobs across town, this field service operations workspace keeps the whole day straight. Built with Taskade Genesis, it ties incoming requests to scheduled jobs, the crew assigned, and the invoice owed — all as connected projects, so a phone call this morning becomes a booked job, a finished visit, and a paid bill without anything falling through the cracks.
What's Included
- Job Board: Every request, quote, and scheduled visit on a calendar and board, with USD Currency fields for quote amounts and balances due.
- Connected Projects: Customers connect to jobs, jobs connect to crew assignments, jobs connect to invoices — so one customer's full service history sits in a single place.
- AI Agent: Ask it "what jobs are scheduled this week?", "who hasn't paid yet?", or "which quotes are still open?" and get a straight answer from your own records. Build one with custom agents.
- Automation: A booked job sends the customer a confirmation and a reminder the day before; a completed job creates the invoice — all running on their own in automations.
How To Use
- Clone this app into your workspace to open the field service hub.
- Add your customers and this week's jobs, then plan the route in project views.
- Assign each job to a crew member and set their access with permissions.
- Set a trigger so a completed job creates the invoice automatically.
- Start the day knowing every job, who's on it, and what's owed — and end it with the billing already done.
Want customers to track their own jobs? Pair this with portal apps from the Community Gallery.