Quote Follow-Up
- 1Pull your open quotes
- 2Send the follow-up nudge
- 3Surface the reply to you
Get startedOne of dozens of playbooks that come prebuilt.
BO5 · People type the message — agent replies with a Teams-style file card whose preview thumbnail matches what it just did
The AI office staff
for the trades.
Taskora automates the busy work across every system you use, so your team can do the real work.
No credit card required for trial.
5.0/5*on 
Capterra
Capterra*Seriously, we couldn't believe it either.
Look familiar?
A playbook is a job your agent already knows how to run, step by step. Pick a note and watch it work.
Busy work handled from Sales to Accounting.
Your agent handles the routine paperwork in all three departments. Your people handle the judgment calls and the customers.
Sales
Quotes, follow-ups, renewals become booked work.
More pipeline, same team. Higher win rate. Revenue kept.
Busy work
- Drafting quotes
- Chasing open quotes
- Tracking renewals
- Prepping bids
Operations
Schedules, work orders, and filings keep moving.
Every hour billable. Clean payroll. Every job closed and billed.
Busy work
- Scheduling and confirming
- Reviewing timecards
- Closing out work orders
- Tracking job status
Accounting
Invoices, portals, and collections turn into cashflow.
Invoices out faster. All work billed. Faster cashflow.
Busy work
- Double data entry
- Building invoices
- Submitting to portals
- Chasing past-due
$90K
revenue recovered
in their first week with Taskora
Finished work wasn't billed. Approved quotes weren't worked. Money was slipping through the cracks. Taskora helped them find it all.
- $30K
- finished, delivered, never billed
- $60K
- quoted, approved, and never started
10K
hours saved a year
projected from automations built in the first 90 days
From sales to operations to accounting, Yardnique's office staff automated their own busy work. No IT project, no engineers.
- 99 automations
- built by their team in 90 days
- 2–20+ hrs
- a week saved per automation
1 / 2
Any workflow.
Entire workflows, end to end. Not one task in one tool.
Their “AI” fills out a form. Yours runs the whole job.
Any system.
FSM, accounting, email, even portals with no API.
No integration list to check. No rip-and-replace.
Any rules.
It learns how your shop works and follows it.
Not another rigid template you bend your office around.
Any team.
No code. Your own office team sets it up and runs it.
No IT department, no engineers, no six-month rollout.
Up and running in 5 minutes.
A self-serve free trial: Taskora is doing real work the same day.
- 1
Sign up
Create your account with your work email. Your agent is ready in minutes.
- 2
Start chatting
Tell your agent what eats your day. It suggests easy wins to get you started.
- 3
Watch it work
It does the busy work and shows you what got done.
Start your free trialNo credit card required for trial.