Solutions

What TaskGenius can help you with.

One platform, read four ways: how demand arrives, how the work gets done, what needs a decision, and what we carry for you. Everything below runs on the systems you already have — TaskGenius connects them, it does not replace them.

Where something is delivered inside another area, or is still emerging, this page says so on the card rather than in a footnote. That is the same standard the product holds itself to: a number it cannot support gets labelled, not rounded.

Acquire & understand

Where demand comes from, what it costs, and what happened to it after it arrived.

Advertising intelligence

Spend in one place. What it actually returned in another.

Google Ads, Local Services Ads, and Meta read as one channel picture — spend, leads, booked work, and revenue traced back to the campaign that produced it, instead of three dashboards that each know a third of the story.

Calls & conversations

The calls that became jobs, and the ones nobody called back.

Calls tie to the lead, the job, and the money. Missed and mishandled calls surface as work to do rather than sitting in a call log nobody opens.

Search & local presence

Whether you show up where people are already looking.

Search visibility, Business Profile accuracy, rankings, and website content watched together — so a profile going stale or a page losing its position is something you find out about, rather than discover in a slow month.

Reputation & reviews

Delivered inside Search & local presence

Review flow treated as an operation, not an afterthought.

Review volume, responses, and profile accuracy are worked as part of local presence. It is a real capability today; it does not yet have a console module of its own, and we would rather say so than draw you a box that is not there.

Run the business

The work itself — booked, delivered, collected, and the money that followed.

Field service & operations

Booked work and delivered work in the same picture as the money.

Jobs, estimates, and completion from the field-service system you already run. TaskGenius reads it — it does not replace your CRM, and it does not ask your techs to work anywhere new.

Revenue & booked work

What was booked, what was completed, and what was actually collected.

Revenue reporting derived from your field-service records, with every number labelled for what it really is. Accounting platforms are integrated as scoped work — there is no off-the-shelf accounting connector, and the page you are reading is not going to pretend there is.

Revenue recovery

The follow-up that stopped, found before the customer moves on.

Unworked leads, stalled estimates, and dropped follow-up surfaced, prioritized, and prepared for someone to act on.

Decide & act

What needs a person today, what TaskGenius recommends, and what it is allowed to do on its own.

Attention & recommendations

A short list that changes daily, instead of a dashboard you interpret.

TaskGenius ranks what needs a person today and shows the reasoning and the evidence behind each item. You can disagree with it, and it records that you did.

Governed actions & automation

Work moves forward inside boundaries you set.

Each workflow runs at a level you choose — observe, recommend, wait for approval, or act within limits — and every run lands in an audit trail. Nothing escalates itself.

Business readiness & data trust

Whether the numbers can be trusted yet, stated plainly.

Connected is not the same as working. TaskGenius reports which capabilities are actually ready, which are still being verified, and what is blocking the rest — and says “still checking” rather than showing a confident number it cannot support.

Content intelligence

Emerging — drafting and approval are real; publishing is not connected yet

Content planned and approved as part of the operation, not bolted on beside it.

Strategy, evidence-backed ideas, drafting and the approval workflow run in the same system as the rest of the operation, with a claim check that blocks any figure the content cannot support. Publishing and media generation are a different matter: those adapters are written but have not been run against a live account, so today they produce clearly-labelled simulated output. Enabled per account, and never without a person approving.

Managed & custom

Work TaskGenius carries with you, and systems built for operations a packaged product does not fit.

Managed intelligence

You are brought in at the decision, not asked to live in a console.

TaskGenius monitors an agreed scope with you, handles workflow configuration, prepares actions for your approval, and runs recurring operating reviews.

Custom AI systems

When the operation genuinely works differently, we build for it.

Custom integrations, connectors for unsupported software, dedicated workflow engines, and new product surfaces — scoped and priced on their own.

Multi-location & executive reporting

On request

Roll-ups for operators running several markets.

Location-level and consolidated reporting shaped for a management team or ownership group. Scoped per account rather than sold from a catalog.

Not sure which of these you actually need?

You do not have to place yourself. Tell us how the business runs and what keeps getting missed, and we will say which of these matter for you, which do not, and what would have to be true first. If the honest answer is “not yet”, you will get that answer.