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

The stack you already run

Each system is right about its part. None can see the whole.

A typical shop already runs the pairing: Housecall Pro or Jobber holding the jobs, Google Ads and Local Services creating demand, CallRail catching the calls. Each is a system of record for its own slice — and each one ends exactly where the next begins.

So the question none of them can answer is the one that matters: what did a booked week actually cost, and which spend became collected revenue?

  • JobsHousecall Pro · JobberKnows every job and invoice — not which ad or call created them.
  • DemandGoogle Ads · Local ServicesKnows every dollar of spend — not what any of it collected.
  • CallsCallRailKnows who called and from where — not what the call became.

TaskGenius is the layer that connects them. It does not replace any of them.

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

This is the product, not a mockup.

Captured from a TaskGenius workspace running a synthetic demo business — realistic operations, fictional customers, no client data.

TaskGenius Home business flow: 189 new leads, 165 contacted, 105 booked, 73 jobs completed, 89 jobs paid with $80,982 collected — the booking stage carries a 'largest drop, investigate' callout
Home — the business flow from demand to collected revenue. The stage losing the most is called out, and the records behind every number are one click away.
TaskGenius Inbox: a ledger of inbound leads with source, cost, quality, job match and attention columns, tiered into Needs action and Advisory queues, with one lead's evidence panel open showing why it needs review, the lead journey, and attribution economics
The Inbox — every inbound lead, what happened next, and the evidence behind each follow-up. What needs you is separated from what merely needs a judgement.

Synthetic demo workspace, captured from the product — not customer data, and not a designed mockup.

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.

Who you talk to

You talk to the person who built it.

TaskGeniusAI is founded and built by Yuri Samoilovski — about 15 years of professional engineering across payments, fintech, integrations, and production infrastructure.

That background is the product’s spine: connected intelligence lives or dies on reconciliation, source trust, and failure handling. And there is no sales team in between — the person on the walkthrough is the person who wrote the code.

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  • 15 years of production engineeringPayments, fintech, integrations, APIs, and infrastructure.
  • The reconciliation habitThe parts of software that only look boring until they are wrong.
  • Founder-ledNo sales team, no handoffs — walkthroughs run by the builder.
  • More about the company

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.