Pricing

Priced by how much of the operation we carry.

Two figures stay separate on purpose: the one-time implementation that gets your systems ready, and the ongoing intelligence that runs on top of them. Every engagement is scoped before it starts, so the numbers here are starting points — stated in your order before anything is charged, never discovered on an invoice.

Where you start depends on your systems.

Businesses come to TaskGenius in three situations. You do not have to work out which one you are — that is what the walkthrough is for — but you will probably recognize yours. A starting situation is not a price tier: a young business can need more build-out than a mature one whose systems are already sound.

Build & Launch

The business is new or growing, and important operating infrastructure — conversion tracking, advertising, CRM or field-service setup, call handling, lead routing — does not fully exist yet.

TaskGenius helps establish the foundation correctly so intelligence is designed in from the beginning, not retrofitted around gaps later.

Usually starts with Build & Launch implementation, then runs on TaskGenius Intelligence.

Connect & Optimize

The business already runs on real systems — Housecall Pro, Jobber, ServiceTitan, Google Ads, Local Services, CallRail, accounting — and needs them read together rather than replaced.

TaskGenius connects what exists, validates that the configuration is actually usable, exposes tracking and reconciliation gaps, and builds the intelligence layer on top.

Usually starts with Connect & Optimize implementation, then runs on TaskGenius Intelligence.

Custom Intelligence

The organization is larger or operationally specific — multiple locations, proprietary systems, unsupported software, or workflows a packaged product does not fit.

TaskGenius extends into custom integrations, dedicated workflows, new product surfaces, and intelligence built around the way the organization actually operates.

Usually starts with a Custom Systems engagement, then runs on Custom Intelligence.

Ongoing intelligence. Billed monthly.

The recurring engagement: monitoring, prioritized attention, recommendations, execution inside your boundaries, and outcome measurement across your connected systems. Levels differ by how much of the operation TaskGenius carries — not by how many screens you get.

TaskGenius Intelligence

Starting at $1,250 / mo

Your team operates TaskGenius.

Businesses with an owner, manager, or operations lead who will work the console.

  • Connected intelligence across the systems you already run
  • Lead, channel, and revenue attribution in one picture
  • Calls, bookings, and job visibility alongside the money
  • Alerts and recommendations where the operation needs attention
  • Approval workflows and configurable automation
  • Account health and data-trust reporting

Managed Intelligence

Starting at $3,500 / mo

TaskGenius watches an agreed scope with you.

Owners who do not want to live in a console and would rather be brought in at the decision.

  • Everything in TaskGenius Intelligence
  • Proactive monitoring of an agreed scope
  • Operational review and recommendations
  • Workflow configuration handled for you
  • Prepared actions waiting on your approval
  • Priority support

Custom Intelligence

Starting at $5,000 / mo

Intelligence built around your operation.

Multi-location operators, management teams, and organizations whose systems or workflows need dedicated engineering.

  • Everything in Managed Intelligence
  • Multi-location and departmental intelligence
  • Executive reporting and recurring operating reviews
  • Custom integrations and organization-specific workflows
  • Governance, permissions, and approval frameworks
  • Prioritized development capacity

Scoping confirms the monthly figure — systems, locations, and the responsibilities we take on move it, and the confirmed amount is stated in your order.

Implementation. Scoped once, billed separately.

Getting your systems connected, corrected, or built is one-time work, and it is priced as one-time work — the subscription never quietly absorbs it. Which engagement applies depends on where your infrastructure stands today, not on which plan you choose.

Connect & Optimize

Starting at $3,500

Your operating systems already exist and mostly work.

Connecting the systems you already run, validating their configuration, repairing tracking and reconciliation gaps, and configuring TaskGenius around how the business operates.

Build & Launch

Starting at $7,500

Important operating infrastructure does not exist yet.

Establishing the foundation intelligence needs — conversion infrastructure, advertising, tracking, attribution, CRM or field-service setup, call handling, lead routing — built correctly the first time.

Custom Systems

Starting at $10,000 — or individually scoped

The problem needs software built for it.

Custom integrations, proprietary connectors, dedicated workflow engines, new product surfaces. Scoped and priced on its own; no ceiling is published because scope moves the number.

You decide how much TaskGenius does on its own.

Every workflow carries its own boundary, set by you and changeable at any time. Service levels differ in how much of that we carry with you.

  1. 01

    Observe

    TaskGenius collects from your systems and explains what is actually happening.

  2. 02

    Recommend

    It proposes the action and shows the reasoning behind it.

  3. 03

    Approve

    It prepares the work and waits for someone on your team to approve it.

  4. 04

    Act within limits

    It executes inside boundaries you set, and escalates anything above them.

  5. 05

    Managed

    Our team reviews or runs the workflow with you, inside an agreed scope.

You do not have to place yourself.

Tell the assessment the systems you run, roughly how much work comes through them, and what keeps getting missed. It comes back with the starting path, the implementation scope, and the service level that fits — before anything is signed. If TaskGenius is not the right fit for where the business is, it says that too.

Assess my businessOr request a walkthrough

How billing works

  • Service levels are billed monthly and start after scoping. Published figures are starting points; the confirmed amount is stated in your order before anything is charged.
  • Implementation and custom systems are scoped and invoiced separately from the monthly subscription. They are one-time engagements and do not renew.
  • Subscriptions renew until you cancel, and access continues through the end of the current period.
  • Fees are generally non-refundable except where required by law or stated in your order. Taxes other than taxes on our income are your responsibility.
  • Accounts on a retired self-serve plan keep that plan, its price, and its capacity until they choose to move. Nothing changes underneath an active subscription.
  • You keep your accounts. Ad accounts, analytics, CRM, phone numbers — everything stays yours, whether or not TaskGenius is running on top of it.

Full terms are on the Terms of Service. Billing questions go to support.