Workflow automation for small businesses
Messy Work In. Finished Work Out.
We automate the work that eats your week: follow-ups, scheduling, invoicing and the details you type into three apps. It runs inside the tools you already use, and you make the calls.
Built inside the tools you already use
- QuickBooks
- Gmail
- Outlook
- Google Calendar
- Jobber
- Housecall Pro
- Square
- Stripe
What We Automate
Follow-Ups That Never Slip
Payments, quotes and paperwork, chased politely until they're done.
Every Request, Sorted
Texts, emails and web forms sorted by what's urgent, with a reply ready for your OK.
Your Apps, Kept in Step
Jobs, invoices and calendars move between your apps, so nobody types anything twice.
Custom Tools and Websites
A small tool for the job your apps don't cover, or a fast site that brings in work.
Product views show sample data.
See it work
Watch One Job Go Through
Pick something that landed on your desk today and watch it run. The busywork happens on its own; anything that needs you waits for your OK.
Comes in
Read
- Customer
- Dana Ruiz, a returning customer
- Wants
- A visit on Thursday morning
- Problem
- Zone 3 sprinklers aren't coming on
- Also asks
- Why her last bill was higher
Routed
Sent to the lanes that handle it:
- Schedule
- Billing
Handled
- Found an open slot: Thursday, 9:00 to 10:00 am
- Compared her last two invoices: a valve was replaced in October
- Drafted a reply with the time and the reason for the bill
Your call
The reply is ready, and Thursday at 9:00 is on hold. Send it?
Done
Booked and answered
Dana has her Thursday visit and an answer about her bill, and the job is on the schedule with the zone 3 notes.
A sample: the people, businesses and amounts are made up.
How it works
From First Email to a Job That Runs Itself
We start with one job and get it running before we touch the next.
You Tell Us What Eats Your Week
One email or a short call about the job that keeps coming back and the apps you use for it.
We Map It and Build It in Your Tools
You see the plan before we build: what it will do, what it won't, and what it touches. Nothing new to learn.
It Runs, and You Stay in Charge
It checks with you on each step until you trust it, and we keep it up to date as your business changes.
Contact
Tell Us What Eats Your Week
A few lines about the work that keeps coming back is plenty. We'll reply by email with questions or a plan.
Rather write it yourself?
hello@taskflowllc.comQuestions
Do I need to be technical?
No. We set everything up in the tools you already use and show you how to check on it. If you can read a text message, you can run it.
Will I have to switch apps?
No. We build around the email, calendar, accounting and job apps you already have. If one of them can't connect, we'll tell you before we start.
What does it cost?
It depends on the job. After a short conversation, we'll tell you in writing what's included and what it costs, before any work starts.
What if something goes wrong?
Anything that matters waits for your OK until you trust it, and you can see what it did and why. You decide what it may do on its own.