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Taskezy is a full business app. Everything Tia does on WhatsApp you can also see and do in the app at app.taskezy.co — and some things, like reports, settings and your front desk, live only there. Most teams use both: the office in the app, the owner and the field on WhatsApp, all working on the same records. The app works in your computer’s browser and your phone’s.

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Home

Home is your dashboard:
  • Headline numbers — Revenue for the month so far, Net profit, Cash on hand, Overdue and Money in · 24h, with your net profit over the last 12 months.
  • Today — needs you — what needs your attention, most urgent first, with a button to act on each one: Chase an overdue invoice, Review or Approve an item, or Open it.
  • Create — shortcuts to a New quote, New invoice, New expense or New project, or to Invite a teammate.
  • Chat with Tia — opens Tia on WhatsApp.

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The sidebar

Everything is grouped the way a business runs: Settings is at the bottom. You only see the sections your roles give you access to. On a computer, collapse the sidebar to icons to make more room; on a phone, it opens from the menu button.

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Lists and records

Every list works the same way:
  • Search and filters at the top — by status, owner, date and more. Tiles above the list sum up what you’re looking at.
  • A New button to create a record — New lead, New quote, New invoice, New expense…
  • Leads and projects can be shown as a Board, where you drag cards between stages, or as a List.
Open a record and its tabs show everything about it — typically an Overview, a PDF for documents, Edit, and its Timeline or related records. The buttons at the top are what you can do next: Convert to invoice, Record payment, Mark delivered, and so on. Quotes, invoices, purchase orders and bills share the same line-item editor: search your catalogue or type a description, set quantity, rate, discount and tax, drag lines to reorder, and add section headings. Press ⌘K (or Ctrl+K), or click Search or jump to… at the top. Type a name, number or reference to find contacts, invoices, quotes, leads, projects and vendors — or the name of a screen to jump straight to it.

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Notifications

The bell at the top shows things that need a look — items to review, a customer waiting for a person on your front desk, account alerts. Click View all for the full list.

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The app and Tia, together

Anything recorded through Tia shows up in the app immediately, and the other way round. A few things are done only in the app — setting a lead’s owner, raising delivery notes, merging duplicate contacts, your reports and settings, and running your front desk. Each page of these docs says how to do things in the app first, then how to do them with Tia.

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What’s next