Taskingos App Store · By Taskingos
Professional Services
Run client acquisition, engagements, scheduling, billing, and follow-up through Taskingos native apps.
Built for operators
Launch the workflow first, then refine it around your team.
A starter operating system for consultancies, agencies, studios, and other client-service teams. It configures the shared Customers, Work, Schedule, Money, Inbox, Growth, and Team apps around a practical inquiry-to-paid journey without creating a second client or project database.
Keep Uses Shared Customers, Work, Schedule, Money, Inbox, Growth, Stock, And Team Data As Declared; Creates No Parallel Native Record Types. and follow-up work in one view.
A starter operating system for consultancies, agencies, studios, and other client-service teams. It configures the shared Customers, Work, Schedule, Money, Inbox, Growth, and Team apps around a practical inquiry-to-paid journey without creating a second client or project database.
01Give every handoff an owner and a next step.
Win client work
02Use Qualified Opportunities to catch stuck work early.
Operators can review queues, open work, owner workload, and exceptions before customers feel the delay.
03App detail
The operating pieces are already shaped.
This is not a blank checklist. It starts with the core behaviors, screens, and handoffs an operator would expect to see on day one.
Core features
- Move A Qualified Inquiry Toward Discovery
- Prepare Sold Work For Kickoff
- Close Delivery And Prepare The Next Relationship Step
Sample workflow
- Move A Qualified Inquiry Toward Discovery
- Prepare Sold Work For Kickoff
- Close Delivery And Prepare The Next Relationship Step
What is included
A ready operating system, not a blank template.
Enable the app and get the working surfaces first: records, workflow stages, reports, and integrations. Then adjust fields, owners, and timing around your real team.
01
The shared source of truth
Records
Give the team clean places to keep the operational details that drive the workflow.- Uses Shared Customers, Work, Schedule, Money, Inbox, Growth, Stock, And Team Data As Declared; Creates No Parallel Native Record Types.
02
The process your team follows
Workflows
Move work through visible stages with owners, timing, and follow-up queues.- Move A Qualified Inquiry Toward Discovery
- Prepare Sold Work For Kickoff
- Close Delivery And Prepare The Next Relationship Step
03
The views operators check
Reports
Surface open work, stuck follow-ups, aging queues, and the next priorities.- Qualified Opportunities
- Active Engagements
- Open Invoice Value
- Median Client Response Time
04
The handoffs around the app
Integrations
Connect the starter to the tools your team already uses for communication and files.- Stripe
- Google Workspace
- Quickbooks Online
How it works
Start from a complete app, then make it feel native to your business.
Enable the app, review the included structure, then customize ownership, timing, saved views, notifications, and reporting before the team starts using it.
Business Name
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
How Do You Usually Deliver Work?
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Days Before A New Inquiry Needs Follow Up
Turn loose follow-up into owned work with queues, reminders, saved views, and clear next actions.
Default Project Deposit Percentage
Use the starter as the first version, then tune ownership, timing, statuses, and notifications around your team.
Operator customization
Ask the operator to shape this app around your exact business.
The starter gives you the structure. The operator helps translate it into your real roles, approval rules, customer language, follow-up timing, and weekly reporting rhythm.
- Win client work
- Deliver engagements
- Get paid
- Retain clients
Customize Professional Services around my customers, workflow stages, reports, and team ownership model.
Setup notes
This starter does not replace accounting, payroll, contracts, time tracking, resource forecasting, or specialist project-management systems. Operator actions are declarations that require a compatible solution renderer and the normal review policy before they can run.
Before and after
Replace loose follow-up with visible, owned work.
- Details spread across inboxes, notes, and spreadsheets
- Follow-up depends on memory
- Managers ask for status manually
- Uses Shared Customers, Work, Schedule, Money, Inbox, Growth, Stock, And Team Data As Declared; Creates No Parallel Native Record Types. become the shared starting point
- Every workflow stage can carry an owner and next action
- Qualified Opportunities make exceptions visible
Inside the app
Concrete examples of what your team works with.
App recordTypical information it holds
Uses Shared Customers, Work, Schedule, Money, Inbox, Growth, Stock, And Team Data As Declared; Creates No Parallel Native Record Types.Owner, status, next action, and last update
Review Qualified Opportunities, exceptions, and team workload.
Work the Move A Qualified Inquiry Toward Discovery, update next actions, and clear blockers.
Keep Uses Shared Customers, Work, Schedule, Money, Inbox, Growth, Stock, And Team Data As Declared; Creates No Parallel Native Record Types. complete and route new work to the right owner.
Reports and metrics
Know where work is slowing down.
- Qualified Opportunities
- Active Engagements
- Open Invoice Value
- Median Client Response Time
Automation starters
Automate the handoff, not the judgment.
- When move a qualified inquiry toward discovery changes stage, create the next owned action.
- Remind the owner when prepare sold work for kickoff is due or inactive.
- Surface exceptions from close delivery and prepare the next relationship step in the daily review.
Ask Operator
Start with useful operating questions.
- What in Professional Services needs attention today?
- Show overdue work and group it by owner.
- Summarize changes since the last team review.
Good fit
Use this when
A starter operating system for consultancies, agencies, studios, and other client-service teams. It configures the shared Customers, Work, Schedule, Money, Inbox, Growth, and Team apps around a practical inquiry-to-paid journey without creating a second client or project database.
- Your team repeats this process every week
- Multiple people need the same status and history
- You want a starting system you can adjust
Not the best fit
Choose another path when
- You only need a personal checklist
- The work has no repeatable records or handoffs
- You need a specialized system of record not represented by this listing
Before setup
Have these ready
- An active Taskingos workspace
- A person who can choose owners and workflow stages
- Read The Effective Configuration Of The Shared Native Apps.
- Apply Reviewed Presets To The Selected Native Apps.
- Build The Solution Home From Shared Business Records.
Setup and import
Your first hour after activation.
- 01Confirm the included records and rename fields to match your business.
- 02Set workflow stages, owners, permissions, and notification timing.
- 03Add a small sample manually or import through the workspace tools available to you.
- 04Run one real item through the full workflow before inviting the wider team.
Common questions
Know what happens before you enable.
Will this overwrite an existing app?
No. Taskingos opens the existing native app when it is already enabled, or enables it in the workspace when needed.
Can we change the starter?
Yes. The listing is a starting structure; fields, ownership, stages, views, and reporting can be tuned in the workspace.
What should we connect first?
Start with the tools listed under integrations, then connect only the handoffs your team actually uses.
What does Operator do?
Operator can inspect the active workspace context, answer operating questions, and shape approved workflow actions around your configuration.
Use this app as your starting system.
Start with the included structure, then tune the app around your customers, team, workflows, integrations, and reports.