01Customers
Capture the relationship
A new inquiry becomes one customer record with a source, owner, history, and clear next step.
New inquiry assigned→Guided product tour
One customer.
One connected run.
See how four Taskingos apps carry the same customer from first inquiry to scheduled work—without losing the owner, context, or next step.
This page is a guided walkthrough, not a live sandbox.
CustomerJordan Lee
Active- 01CustomersNew inquiry assigned✓
- 02WorkProject created✓
- 03TeamOwner confirmed✓
- 04ScheduleKickoff booked✓
OperatorKickoff is booked. Draft the client confirmation?
ReviewThe connected journey
Follow the work, not the software.
Each app owns a distinct part of the operation. Shared context keeps the handoffs from becoming duplicate data and detective work.
02Work
Turn intent into delivery
The accepted opportunity becomes a job or project without copying the customer context into another tool.
Project created→03Team
Make ownership visible
Tasks, handoffs, and the operating checklist stay attached to the work so everyone knows what happens next.
Owner confirmed→04Schedule
Commit the next moment
Book the kickoff, appointment, or dispatch window with the customer and assigned team in context.
Kickoff booked→Operator, with a review step
Intelligence that can see the operation.
Operator works from the customer, work, team, and schedule context already in the workspace. It can spot a gap, explain why it matters, and prepare the next action for a person to review.
Suggested actionSend kickoff confirmation
Jordan Lee is assigned, and the kickoff is booked for Thursday at 10:00 AM. The customer has not received a confirmation.
- Uses
- Customer + project + schedule
- Changes
- Draft only until approved
DismissReview draft →
Two launch-ready starting points
Start from a complete operating pattern.
Solution packs configure several native apps around one outcome. You still keep the individual apps and shared business record underneath.
Solution pack 01
Professional Services
A connected starting point for inquiries, projects, owners, proposals, invoices, and client follow-up.
- Customers
- Work
- Money
Solution pack 02
Restaurant Growth
A focused starting point for guest relationships, catering opportunities, conversations, and repeat business.
- Customers
- Growth
- Inbox
Build your system
Choose one app. Connect the next when the work demands it.
Browse the native apps and solution packs available at launch, or create a workspace and begin with your real process.