Product capabilities

Everything TaskTuck can handle.

A detailed look at the tools behind customer requests, AI-assisted intake, quoting, scheduling, field execution, invoicing, follow-up, automation and operational insight.

The homepage explains the operating model. This page shows the product surface in detail.

At a glance

Seven areas of the operating system.

01
Customer requests
02
AI-assisted intake
03
Quotes & pricing
04
Jobs & scheduling
05
Field execution
06
Invoices & follow-up
07
Automations & insights
Everything connected

Detailed capabilities across the operating loop.

Explore the product areas individually, then use the demo to see how they work together.

Capture every opportunity

Start with the message, not another form.

Bring the work in from the channels your customers already use.

Shared Inbox

Keep customer conversations, requests and follow-up in one authorized workspace.

Website intake

Give customers a simple way to request service without making them learn your internal workflow.

Email intake

Connect business email and turn incoming requests into structured operational work.

SMS, WhatsApp & voice paths

Use connected messaging and voice channels when configured for your business.

AI request understanding

Extract service, timing, location, access details, constraints and open questions from unstructured messages.

Turn demand into revenue

Go from “What do they need?” to “Here is the quote.”

Give the owner a clean commercial handoff instead of starting the quote from scratch.

Service Catalog & Price Book

Define the services you sell, pricing methods, units and business rules once.

Deterministic quote calculations

Use configured pricing rules to calculate money consistently rather than letting AI invent a number.

Quote drafts

Prepare scope, service items, totals, terms and customer context in one place.

Secure quote delivery

Send professional quotes with secure customer access.

Customer decisions

Accept, decline or request changes while keeping the response attached to the quote.

Run the day

Turn accepted work into a plan your team can actually follow.

Scheduling, assignment and field execution stay connected instead of becoming separate spreadsheets.

Jobs & assignments

Create work from accepted quotes and keep the customer context attached.

Scheduling

See work that needs a time, team availability and scheduling conflicts.

Recurring work

Set repeat service on a weekly, biweekly or monthly cadence.

Mobile field workspace

Give technicians a focused view for status updates, time, notes, checklists and proof.

Job proof

Capture and securely store completion photos and other job evidence.

Route ordering

Sequence jobs geographically using available customer location data.

Close the loop

Do not let completed work turn into forgotten paperwork.

Keep financial follow-through connected to the job that created it.

Invoices

Create and track invoices from completed work.

Invoice delivery

Send professional invoice emails and keep invoice history with the customer record.

Payment status

Track what is open, paid or void without losing the operational context.

Customer history

See requests, quotes, jobs, invoices and activity together.

Follow-up

Keep review requests, reminders and routine customer communication moving.

Let TaskTuck do the chasing

Automate the repetitive parts of the day.

Spend your time on customers and jobs, not remembering who needs a reminder.

Communication automations

Set up quote, appointment, invoice, completion and review follow-ups.

Delivery protection

Use provider-aware idempotency and retry controls to reduce duplicate or lost sends.

Calendar connections

Keep supported calendars in sync with scheduled work.

Copilot queue

Surface work that needs attention instead of making you search for it.

Work the way you work

Built for real local service businesses.

Start from a service-business preset and adapt the workspace around your operation.

Multiple service types

Cleaning, plumbing, electrical, HVAC, handyman, painting, landscaping, pest control, appliance repair and more.

Custom business setup

Use a custom service-business profile when a preset is not the right fit.

Configurable terminology

Adjust service, customer, work and team terminology to match the way your business talks.

Team roles

Keep owner, admin and member permissions clear.

Secure account access

Use organization-aware authentication, recovery and role-based access controls.

See the business

Know what needs attention before it becomes a problem.

Turn operational activity into decisions instead of another reporting project.

Operating overview

See requests, quotes, jobs, invoices, payments tracked and AI usage.

Quote performance

Understand accepted, declined and change-requested outcomes.

Revenue visibility

Follow paid and outstanding invoice activity.

Operational insights

Spot overdue work, bottlenecks and repeat-customer patterns.

AI Operations Copilot

Get a prioritized view of what deserves the next action.

Made to fit the business

Cleaning, plumbing, HVAC — or the business you built yourself.

Start with a service-business profile, then adjust services and terminology as the operation grows.

Ready for the day ahead?

Your customers have the work. TaskTuck helps you run it.

See the workflow, try the product, and decide whether TaskTuck can take some of the admin off your plate.