Dashboard Overview
Your command center: view key metrics, recent activity, and navigate to your tools.
/docs/core-dashboardTaskyy documentation
Browse guides for contractor CRM, scheduling, invoicing, project management, communications, and field operations.
Lead Management & CRM
Manage your sales pipeline: track leads, update status, and convert to clients.
/docs/core-leadsInvoicing & Payments
Create, send, and track invoices. Collect payments from clients securely.
/docs/core-invoicesCalendar & Job Scheduling
Schedule appointments, job site visits, and manage your team's availability.
/docs/core-calendarClient Management
Organize client information, track communication history, and manage client preferences.
/docs/core-clientsProject Management & Tasks
Create and organize project tasks, assign team members, and track job progress.
/docs/plugin-tasksQuotes & Estimates
Create professional estimates, send quotes to clients, and convert to invoices.
/docs/plugin-quotesContracts & E-Signatures
Generate, manage, and sign contracts digitally with clients and team members.
/docs/plugin-contractsPhone System & Call Routing
Configure phone numbers, set up IVR routing, and manage voicemails.
/docs/plugin-phone-systemLanding Page & Marketing
Build and deploy a custom landing page to generate leads online.
/docs/plugin-landing-pageEquipment & Asset Management
Track tools, machinery, equipment maintenance schedules, and maintenance logs.
/docs/plugin-equipmentMeta Ads & Facebook Marketing
Launch and track Facebook and Instagram ad campaigns directly from Taskyy.
/docs/plugin-meta-adsSuppliers & Vendor Management
Manage vendor contacts, material costs, and supplier ordering.
/docs/plugin-suppliersTaskyy Network & Subcontractors
Build your crew network, manage subcontractors, and share leads.
/docs/plugin-networkVehicle & Mileage Logs
Track vehicle mileage, fuel costs, and maintenance for your fleet.
/docs/plugin-vehicle-logsAI Assistant: Email Intake
Automate email classification and CRM routing using AI.
/docs/plugin-ai-emailAI Assistant: SMS Routing
Automatically route and respond to SMS messages with AI.
/docs/plugin-ai-smsAI Assistant: Voice Widget
Embed an AI voice assistant widget for real-time business automation.
/docs/plugin-ai-voiceAI Assistant: MCP Connector
Connect Taskyy to ChatGPT and MCP-compatible agents using secure scoped tools.
/docs/plugin-ai-mcpFinancial Lenses & Reporting
View tailored financial reports and business metrics dashboards.
/docs/plugin-financial-lensesLandscaping Tools
Specialized tools and workflows for landscape contractors.
/docs/plugin-landscapingWindow Configurator
Price complex window jobs accurately with an interactive configurator.
/docs/plugin-window-configuratorHow to Create a Contractor Estimate
Build accurate estimates with labor, materials, markup, taxes, deposits, and invoice conversion in one workflow.
/docs/how-to-create-a-contractor-estimateHow to Create a Contractor Invoice
Structure contractor invoices for deposits, progress billing, materials, labor, taxes, and collections follow-up.
/docs/how-to-create-a-contractor-invoiceHow to Track Construction Expenses
Track direct costs, overhead, and job-level expenses so contractors can protect gross margin and cash flow.
/docs/how-to-track-construction-expensesHow to Manage Contractor Leads
Build a repeatable lead pipeline from first inquiry to sold job with clear follow-up and qualification rules.
/docs/how-to-manage-contractor-leadsHow to Schedule Contractor Jobs
Plan job calendars, field visits, and team handoffs to reduce delays and improve utilization.
/docs/how-to-schedule-contractor-jobsHow to Track Job Profit
Measure job profitability by comparing estimated costs, actual costs, billing, and margin leakage.
/docs/how-to-track-job-profitHow to Manage Subcontractor Payments
Coordinate subcontractor scope, milestones, and payment timing to prevent disputes and protect cash flow.
/docs/how-to-manage-subcontractor-paymentsHow to Follow Up on Estimates
Use a consistent follow-up cadence to increase estimate acceptance and reduce stalled opportunities.
/docs/how-to-follow-up-on-estimates