Pick the work you want done
Taskwell agents run real operational workflows end to end — connected to your systems, following your procedures, with a human in the loop where it matters.
Financial Intelligence & Bookkeeping
Ask your books anything — and keep them current without the busywork.
Accounting software answers the questions someone built a report for. Everything else means an export to a spreadsheet, or waiting on a bookkeeper — and the books fall behind while you wait.
- Ask your books anything — real-time cash position, who owes you, who you owe, and where your revenue is concentrated.
- A 13-week cash-flow forecast with payroll and recurring expenses modeled in, so you see what's coming.
- True job & project profitability — revenue net of the costs actually billed to each job.
- Transactions coded and reconciled continuously, and drafted for your approval before anything posts.
- Restricted and designated funds tracked correctly end to end, so balances always reconcile.
- A forensic anomaly sweep — duplicate payments, backdated entries, and structuring surfaced before they compound.
Field & Workforce Automation
Your crew's next job is already in their pocket.
Dispatch, timesheets, receipts, and approvals live on paper, scattered texts, and end-of-week reconstruction — so billing lags and hours go missing.
- SMS field dispatch — the day's jobs sent each morning, completions confirmed in plain language.
- SMS timesheets — workers text their hours; they're logged, approved, and exported to payroll.
- Text-a-receipt approvals with automatic policy routing, exported to your books the same day.
- Production & material scheduling with live inventory allocation, so nothing gets over-committed.
- Real-time asset tracking and automatic follow-ups when something's missing.
Inbox & Document Automation
An inbox that does the work.
Inbound email, orders, artwork, specs, and submittals pile up as notifications instead of getting acted on.
- Reads inbound email and attachments and works out exactly what's being asked.
- Drafts estimates, replies, and routing — staged for your approval, never sent blind.
- Traces document readiness across submittals and sign-offs, so nothing stalls unnoticed.
- Runs above your existing systems — an intelligence layer, not a rip-and-replace.
- Absorbs more inbound volume without adding headcount to process it.
Bidding & Market Intelligence
Know before you bid.
Market data is locked in portals that take hours to research, and public bid records are scattered across agencies you don't have time to chase.
- Competitive pricing intelligence — what every bidder priced, by item, county, and contractor.
- Project pipeline visibility weeks before projects hit the street.
- Price-to-win modeling that scores its own accuracy after each letting and gets sharper over time.
- GC relationships & pursuit prioritization so you chase the invitations most likely to convert.
- Built on the data you already trust — public bid records plus the market subscriptions you already pay for.
Don't see your exact workflow?
When your systems are proprietary or the workflow is one-of-a-kind, our Custom Integration Services team builds it — backed by a product-grade engineering practice.
Custom Integration ServicesSee a solution run on your systems
Bring us the workflow eating your team's time. We'll scope a pilot in weeks.