What gets set up
A Taskezy workspace contains the organisation profile (legal name, trade licence, VAT TRN, default currency, workweek), the owner’s admin account, and the WhatsApp channel that connects the team to Tia. External integrations — accounting, CRM, inventory, bank — are optional and can be added later from Settings.Step 1. Create the workspace
Visit the sign-up page and enter the owner’s email and a password. Confirm the email link, then complete the organisation form. The form asks for legal entity name, jurisdiction (UAE / KSA / other GCC), default currency (AED / SAR / KWD / others), and workweek (Sun–Thu in KSA, Mon–Fri in the UAE since 2022, or a custom pattern). A workspace is created immediately after the form is submitted. The owner lands on the admin dashboard with a guided checklist.Step 2. Add the owner’s WhatsApp number
Open Settings → Profile and add the WhatsApp number the owner uses for the business. The number is verified by sending a test message from Tia. Once verified, the owner can message Tia directly on WhatsApp using that number. Team members can be invited later — see Add your team to WhatsApp.Step 3. Forward the first receipt
Open WhatsApp and send Tia a photo of a recent receipt or supplier PDF. Tia replies in under a minute with a drafted expense entry showing vendor, amount, VAT, category, and project (if a project can be inferred from the receipt or the conversation). Reply withconfirm to record the entry in the workspace, or send corrections (e.g. project: JBR Villa 4) and Tia re-drafts.
That’s the on-ramp. From here, the rest of the product surface is the four operational pillars — sales pipeline, expenses and bank, stock and inventory, scheduling and morning brief — accessible by asking Tia or by browsing the admin app.
What’s next
- Connect your bank to enable daily reconciliation.
- Connect Zoho Books to push expense entries to an existing accounting system.
- Add your team to WhatsApp to bring crews and ops staff onto the channel.