A field-services CRM purpose-built for solar, HVAC, plumbing, electrical, and roofing teams. Track leads from web form → site inspection → quote → scheduled job → invoice in one Taskade workspace, with an AI agent that drafts inspection summaries from uploaded site photos.
What's Included
- Lead Capture: Web form + phone lead intake with AI auto-categorization (residential vs commercial, urgent vs scheduled)
- Site Inspection Workflow: Field tech uploads photos → AI agent drafts inspection summary + quote estimate
- Quote-to-Job Pipeline: Board view stages: Lead → Inspected → Quoted → Approved → Scheduled → Completed → Invoiced
- Route-Aware Scheduling: Calendar view groups jobs by zip code; AI agent suggests daily routes that minimize drive time
- Customer Portal: Each customer gets a signed-in portal showing job progress, invoices, and warranty info
- Two-Way Sync: Connect to QuickBooks for invoicing and Slack for crew alerts
Why This Template Wins
Workspace DNA in this template. Every site visit becomes Memory — photos, measurements, customer preferences, equipment installed. The AI agent reads that memory and turns it into Intelligence — drafting the inspection summary, predicting which leads will close, flagging warranty-due customers for renewal outreach. Automations execute on that intelligence — sending the quote, scheduling the crew, posting the daily job board in Slack at 7am. Memory feeds Intelligence. Intelligence triggers Execution. Execution creates Memory.
How To Use
- Clone this template
- Customize lead-source tags for your channels (Google Ads, referral, door-to-door)
- Train the AI agent on your service catalog and pricing rules
- Connect QuickBooks for two-way invoice sync
- Set up automation: stage change to "Scheduled" → Slack crew alert + customer SMS
Browse more field-services apps in the Community Gallery.