Sales
Service & Repair Proposals
Turns field findings and customer requests into priced proposals.
Watch the
busy work
disappear.
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Works in any system
Your FSM's AI stops at its own walls. Taskora works everywhere the job lives.
Operational software
Accounting and ERP
Communication
The portals with no API
AHJ complianceCustomer billingOEM warrantyParts Purchasing
Automates any admin workflow.
Point tools automate one task. Taskora runs the full workflow across every system, approval, and handoff.
Sales
Project Bid Assistant
Reads the bid package and drafts the cover letter and exclusions.
Sales
Account Health Tracking
Watches every account for dropped volume, aging AR, and lapsing agreements.
Operations
Service Call Triage & Tech Match
Matches each job to the right tech by skill, certification, and location.
Operations
Tech Timecard Review
Reviews every timecard before payroll and catches missing clock-outs and mismatched hours.
Operations
Data Hygiene
Merges duplicate customers, fixes mis-tagged jobs, fills missing fields.
Accounting
Work Order Invoicing
Builds each invoice with the right rates and the paperwork attached.
Accounting
Month-End Close Assistant
Gets the reconciliations, WIP, and accruals ready for month-end close.
Accounting
Payroll & Certified Payroll Processing
Runs payroll prep, including certified payroll for prevailing-wage jobs.
100s of other playbooks available
Learns from feedback
Coach it in plain language. It remembers your rules and applies them moving forward.
office-staff
Quote ready for Henson Commercial. Terms Net-15.
Commercial accounts are always Net-30. Remember that.
Fixed. Net-30 from now on.
Commercial accounts bill Net-30.Learned
Message office-staff
When systems change, it adapts.
It re-learns changed pages on its own and keeps the run moving.
office@taskora:~$ taskora watch invoice-48291
CHANGEBilling portal form changed
HOLDInvoice submission paused before send
SCANNew billing page structure found
LEARNRequired invoice fields mapped
VERIFYUpdated invoice path passed a safe test
RESUMEInvoice submission continued
COMPLETE Invoice submitted. Billing portal confirmation saved.
Easy to set up and maintain.
Taskora is no-code: your own office team sets it up, runs it, and changes it. No IT required.
Chat with IT.Chat with your agent.Scope a build with developers.Answer a few questions.Write code to change it.Just tell the agent.Keep an engineer on call.Your office team runs it.
Set up and maintained by your office, not IT.
Reliable and secure
Human approval
High-impact actions wait for a person to approve.
Vaulted credentials
Credentials stay encrypted in a vault and never appear in chat.
No surprises, run after run
Playbooks are deterministic: same inputs, same approved steps, same result.
Budget management
Set budgets and monitor spend against your limits.
Role-based access
Set who can view, configure, and approve.
Full audit trail
Review every action, timestamp, and approval.