Question 1

How do I get started with Taskhatch?

Accepted Answer

Create your workspace, then start with the part of your admin that gets postponed most often. A small, useful first workflow is better than trying to organize everything at once.

Question 2

What kind of work can I organize here?

Accepted Answer

Taskhatch gives you one place for repeatable workflows, job documents, follow-ups, resources, templates, and automations—the practical work that surrounds a cleaning job.

Question 3

Which plan should I choose?

Accepted Answer

Choose the plan that matches the amount of structure you need today. You can review the current options before creating your workspace and adjust your pace as your business grows.

Question 4

I know something needs attention. Where should I put it?

Accepted Answer

Put the next action in your follow-ups so it has a visible home. Keep the note specific enough to finish—such as “send the revised estimate”—instead of leaving it as a broad reminder.

Question 5

What if a workflow does not match how I work?

Accepted Answer

Use the closest starting point, then make the next step more specific to your business. Templates and workflows are there to reduce rebuilding, not to force every owner into the same process.

Question 6

Where should I keep a reusable client document?

Accepted Answer

Keep a repeatable document in Documents when it is part of your working process. Use a template when you want a reliable starting point you can return to for similar jobs.

Question 7

How do I keep a client follow-up from disappearing?

Accepted Answer

Create one follow-up with a clear owner and next step, then return to that list between jobs. The goal is a short queue you can scan and close—not another inbox to maintain.

Question 8

How do I stop rebuilding the same process?

Accepted Answer

Save the repeatable version as a template, then use it as the starting point for the next similar job. This keeps the useful structure while leaving room for the details that change.

Question 9

When should I use an automation?

Accepted Answer

Use an automation after you understand the manual rhythm and can name the repeated trigger and outcome. Start with one predictable handoff, then check that it saves attention rather than adding complexity.