Connected Intelligence for Service Businesses

One operating layer for the systems you already run.

TaskGeniusAI connects CRM, calls, advertising, jobs, reviews, website activity, and revenue into one intelligence layer — so you can see what is happening, what needs attention, and what should happen next.

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Start with the platform. Extend with custom systems.

TaskGeniusAI — Connected Intelligence for Service BusinessesFive categories of system — CRM and field service, calls and conversations, advertising, website and analytics, and payments and reputation — feed one connected business model, which surfaces what needs attention, a recommended next move with its evidence, and the verified outcome once it lands.CRM &Field ServiceLIVECalls &ConversationsLIVEAdvertisingLIVEWebsite &AnalyticsLIVEPayments &ReputationLIVECONNECTEDBUSINESS MODELEvidence connectedATTENTIONMissed follow-upSurfaced with its evidenceNEXT MOVERecommended actionYou decide whether it runsOUTCOMEVerified resultRecorded once it actually lands
  1. CRM & Field Service
  2. Calls & Conversations
  3. Advertising
  4. Website & Analytics
  5. Payments & Reputation
  6. Connected business model
  7. Attention: Missed follow-up
  8. Next move: Recommended action
  9. Outcome: Verified result
An explanatory diagram of the operating layer — not a product screenshot.

How the operating picture connects

One operating picture, from demand to collected revenue.

Every stage of a customer — the signal that created them, the job it became, the money it collected, and the next move it deserves — connected into one view instead of five.

See how it works

How one customer becomes connected evidence
  1. SignalAd, call, or formRecorded evidence
  2. CustomerIdentified onceRecorded evidence
  3. JobBooked in your CRMRecorded evidence
  4. MoneyInvoiced and collectedRecorded evidence
  5. AttentionWhat is at riskDerived intelligence
  6. Next moveWith the evidenceDerived intelligence
  7. OutcomeVerified resultDerived intelligence

Built to connect with your stack.

Open connections across the systems you rely on — today and tomorrow. Categories, not a fixed vendor list, because the operating layer is the product and the providers underneath it change.

Connector availability is confirmed during discovery for your specific systems.

  • CRM & Field ServiceCustomers, jobs, invoicesExisting connectors
  • CommunicationsCalls, tracking, channelsExisting connectors
  • AdvertisingPaid search, Local Services, socialExisting connectors
  • Web & AnalyticsTraffic, search, forms, CMSExisting connectors
  • Payments & ReputationInvoiced revenue, reviewsExisting connectors
  • Anything elseConnect what matters to youCustom connection

The work is in the systems. The attention usually isn’t.

What needs attention, with the evidence behind it.

Attention Inspector

Missed follow-up

What TaskGeniusAI noticed

  • Customer contact was recorded
  • No booking is connected
  • Follow-up is not confirmed

Why it matters

The opportunity may require attention.

Illustrative example

Attention you can check. Actions you control.

  1. Evidence, not assertionsEvery number opens onto the records behind it — the calls, jobs, and invoices it came from.
  2. Data trust is visibleWhen a source is stale or disconnected, the platform says so instead of reporting a confident zero.
  3. Approval stays with youRecommendations are proposals. Actions run inside the boundaries you set, and human judgment stays in the loop.

Not sure which path fits?

If you run the standard home-service stack, start with the platform — it is built for exactly that shape of business. If the problem is specific to how your operation runs, we build the system around it instead.