TayOps brings clients, pipeline, projects, schedule, gifting and billing into a single editorial workspace — so your team spends less time managing tools and more time caring for households.
3 seats included per workspace · Email & Google sign-in
Rich profiles with people, preferences, discreet notes and deposit tracking.
Move leads through Discovery, Proposal and Signed with a clean board view.
Phases, task assignment, timeline Gantt and template-based project creation.
Assign visits to staff, drag to reschedule, and see everything on one calendar.
Track ideas, orders, wrapping and delivery — with reimbursables that flow to invoices.
Build from a service catalog, share a public approval link, and convert to invoices.
Prepared client messages your team copies and sends — never automated behind your back.
Revenue by service line, outstanding invoices, staff utilization and lead conversion.
Keep trusted trades close: rates, contacts, notes and client assignments.
A roster of assistants that answer the line, capture intake, send messages and draft paperwork for you.
Publish branded intake forms — every submission lands in the pipeline as a new lead.
Answers calls and texts, captures the request, and creates an inquiry for the team.
Turns the notification queue into real sends: confirmations, reminders, estimate and invoice notices.
Inbox and calendar support with replies drafted in your voice and notes from client calls.
Researches new households, qualifies them, and drafts the first outreach note for approval.
Each company gets an isolated workspace with row-level security. Your data stays yours.
Company admins manage members and seats. Members work day-to-day. Super admin oversight is available for platform operators.
A warm, serif-forward interface designed to feel like your studio — not a CRM.