System of Record v2.4

The work is done.
The office is paid.

TaskGenius gives small field-service teams a mobile app for getting work done on site and a web command center for planning, communication, invoicing, and reporting.

The Problem

Keep your focus on the job, not the chaos.

You want to put your head down and focus entirely on the work at hand without being distracted by the noise of everyday life. But when your business runs on a scattered mix of personal emails, group chats, clunky spreadsheets, and paper notes, work gets tangled up with life.

When your tools are fragmented, here is exactly how your revenue leaks:

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Information gets buried

A critical site update gets lost in a group text, or a dashboard paper note never makes it back to the office ledger.

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Billable work slips away

A technician forgets to log an extra hour on a spreadsheet at the end of the day, meaning hard-earned work goes unbilled.

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The office flies blind

Planners are forced to guess where crews are and what is actually finished, leading to double-booked technicians and wasted drive time.

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Invoicing drags on

You spend hours manually piecing together texts and field notes just to send a simple bill, delaying your cash flow by weeks.

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Profits become a guessing game

With everything scattered, you have no real visibility into which jobs are actually making money and which ones are quietly bleeding you dry.

TaskGenius connects field execution with office coordination.

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Command Center Dashboard

Take full control of your field service team from a single web view.

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Mobile for the Field

A streamlined interface designed for gloves and glare. Log time, capture photos, and sync updates instantly.

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Smart Dispatch Engine

Intelligent scheduling that accounts for drive time, technician skills, and urgency.

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Two connected experiences. One shared workflow.

A symmetry of field and office capability.

The Field Experience

Empower your technicians with tools that reduce friction. The app manages the complexity so they can focus on the craftsmanship.

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Time Tracking

Simple start/stop logic with automatic site geofencing.

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GPS Workflows

Route optimization and arrival alerts for waiting clients.

The Office Experience

Turn high-volume field data into structured operational intelligence. From first lead to final invoice.

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Smart Scheduling

Drag-and-drop dispatching based on skill and proximity.

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Draft Invoicing

Pre-populated bills based on actual hours and logged parts.

What TaskGenius helps you get back.

Beyond software—this is about reclaimed time and captured revenue.

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Less Chasing

Stop calling technicians for status updates. The platform tells the story for you.

+18%

Captured Billing

Recover forgotten expenses and unlogged time through real-time capture.

24h

Faster Invoicing

Invoices go from field completion to client inbox in minutes, not weeks.

100%

Visibility

Know exactly where your margins are on every single job site.

Signal substance through every layer.

A deep-tier platform built for operational rigor. No fluff, just the tools required to scale a professional field team.

Core Engine

Task Management

Complex job breakdowns with checklists, dependencies, and priority signals.

Resource Planning

Crew Planning

Visualize team availability and skill sets to optimize daily output.

Compliance

PDF Reporting

Generate professional, branded site reports with photos and signatures for clients.

Security

Admin Controls

Granular permissions to ensure every team member sees only what they need.

Built for teams that need operational clarity.

01

Service Contractors

HVAC, electrical, plumbing, and landscaping teams managing multiple daily stops.

02

Small Construction

Owner-led specialized construction teams tracking long-term projects and high material costs.

03

Maintenance Teams

Facility management crews ensuring preventative maintenance is logged and verified.

Trusted by over 400 growing field teams

STRUCTURA
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CORE BUILD

Run the field and the office from one system.

Simple, seat-based pricing. No installation required.