✦Web Command Center Assistant • 5 min comprehensive tutorial

Mastering the TaskGenius AI Intelligence Console

Your complete field operations manual: discover what the AI assistant can do, explore searchable schema fields, and execute complex workflows using natural language or voice dictation.

TaskGenius Intelligence Console • Live Assistant Demo

Scope: Company-Wide (All Projects)

Gemini Intelligence Gateway

What tasks are overdue across all active projects, who is assigned, and what are the major blockers?

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🚨 4 Overdue Tasks Detected (1.8 Estimated Days):

RTU-3 Compressor Replacement (Apex Medical Center) — Assignee: Marcus Vance | Due: 2 days ago | Awaiting recovery gauge
Final Electrical Trim & Inspection (1450 Meadow Lane) — Assignee: Sarah Lin | Due: Yesterday | Blocked on permit
Backflow Test Certificate Submission (City Center) — Unassigned | Due: Yesterday

⚡ Suggested Action: Click to reassign unassigned task to Dave Miller (Capacity: 18h free)

⏱️Duration: 3m 40s

🎙️Voice Narration: English (US)

⚡Streaming: Bunny.net CDN

Open Fullscreen Player ↗

Tutorial Chapters:

0:00Overview & Screen Context

0:45Summoning & Voice Input

1:30Searchable Fields & Schema

2:40Working Set Chaining

3:50Confirmation Guard Actions

4:45Field Playbook Examples

Part 1

What is the AI Capable of Doing?

The TaskGenius AI Intelligence Console acts as a full-time operations coordinator built directly into your web browser. Rather than hunting across separate task grids, timesheets, and dispatch maps, you interact with your entire business in plain English.

📍

Screen Context Awareness

The console detects your active screen and project. If you are inspecting the Apex Medical Center project, questions like "What's delayed?" automatically scope to that job site without typing project names.

🔗

Conversational Working Set Chaining

The AI remembers previous query outputs in your active session. You can ask "Show unassigned plumbing tasks" and immediately follow up with "Assign Carlos to all of these" in seamless succession.

🛡️

Safeguarded Confirmation Guard

Every modification (status updates, reassignments, deadline changes) triggers an explicit Confirmation Card previewing affected records. No accidental database overwrites occur without 1-click human approval.

⚖️

Workload Balancing & Bottlenecks

Automatically calculates technician capacity, detects over-allocated crew members, uncovers scheduling collisions with travel time transit buffers, and surfaces unbilled labor hours before payroll runs.

📋

SOP Template & Checklist Injection

Instantly matches company Standard Operating Procedures (e.g., OSHA Rooftop Safety, Residential Site Dust Control, NFPA 96) and instantiates pre-configured checklist subtasks into any project schedule.

🎙️

Hands-Free Voice Dictation

Click the microphone icon on site or in your truck to speak queries naturally while reviewing blueprints or wearing work gloves. Natural speech is converted to structured commands in milliseconds.

Part 2

What Fields are Available for Searching?

The AI Intelligence Console has deep, structured access to your workspace data models. The table below outlines all entity domains, which fields can be searched or filtered, and which can be updated via natural language.

Entity Domain	Searchable & Filterable Fields	Modifiable via AI?	Creatable via AI?	Typical General Contractor Use Case
Tasks (Task)	`title, description, status (To Do, In Progress, Done, Blocked), priority (Low, Medium, High, Urgent), assignee (name/email), project_name, category (Framing, Electrical, Plumbing, HVAC, Drywall, etc.), due_date, start_date, overdue_only (bool), estimated_days`	Yes (status, assignee, priority, due_date, start_date, estimated_days, title, description)	Yes	Daily trade dispatch, bottleneck identification, punch lists, urgent reassignment
Projects (Project)	`name, code, status (Planning, Active, On Hold, Completed, Archived), client_name, start_date, target_completion_date, completion_percentage, velocity`	Read / Filter / Scope	Via Project Wizard	Multi-site status overview, schedule milestone audit, executive client reports
Timesheets (TimeLog)	`user_name / contractor, project_name, task_name, start_date, end_date, hours_spent, is_billable (bool)`	Read / Analytics	Via Field Mobile App Timers	Weekly payroll reconciliation, sub vs direct labor breakdown, unbilled labor audit
SOP Templates (SOPTemplate)	`template_name, category (Site Prep, Rough-In Inspection, Safety, Handover), status (Draft, Active), target_engine (commander, creator, all)`	Apply to Project (Instantiates standard checklists)	SOP Editor	Rapid project kickoff, OSHA safety checklist injection, building code compliance
Invoices & Billing (Invoice)	`invoice_number, client_name, status (Draft, Sent, Paid, Overdue), issue_date, due_date, total_amount, balance_due`	Read / Financial Summary	Billing Flow	Tracking unpaid draws, deposit aging, subcontractor change-order reconciliations
Team & Subcontractors (User)	`name, email, role (Admin, Manager, Worker, Contractor), active_status, trade_specialty`	Assignee Lookup	Company Admin	Finding available electricians/carpenters, checking trade capacity, assigning leads

💡

Understanding Scope Modes: Project Scoped vs Company-Wide

Notice the Scope Pill at the top of the AI Console. When you open the drawer while browsing a specific project, scope is locked to that project. To query across your entire organization, simply type reset scope or click the scope pill to toggle to Company-Wide mode.

Part 3

Practical Examples: How to Use It

Explore 7 realistic operational scenarios taken directly from general contractor field operations and commercial service dispatch.

Example 1

Overdue Task Audit & Bottleneck Identification

Scope: Company-Wide

Manager Query / Voice Command:

"What tasks are overdue across all active projects, who is assigned to them, and what are the major blockers?"

Context Analyzed:

All open tasks where due_date < NOW() and status is not marked Done. Examines dependency blockers and attached technician notes.

AI Response & Recommended Actions:

🚨 4 Overdue Tasks Detected (1.8 Estimated Days):

RTU-3 Compressor Replacement — Marcus Vance (Due 2 days ago) | Blocked on refrigerant gauge
Final Electrical Trim & Inspection — Sarah Lin (Due Yesterday) | Blocked on city permit sign-off
Backflow Test Certificate Submission — Unassigned (Due Yesterday) | Action: Assign to Dave Miller
Pool Filter Sand Replacement — Dave Miller (Due 3 days ago)

Example 2

Weekly Crew Workload & Capacity Balancing

Scope: Next 7 Days

Manager Query / Voice Command:

"Summarize technician workload for this week. Are any field technicians over-allocated or under-utilized?"

Context Analyzed:

Sum of estimated task hours per technician scheduled between Monday and Sunday against standard 40-hour capacity limits.

AI Response & Recommended Actions:

🔴 Marcus Vance (HVAC Lead): 46.5 hours (Overloaded by 6.5h) — 7 jobs across 4 sites. Peak on Wednesday (11.5h). Suggested: Reassign Oak Ridge Tune-up (3.5h) to Carlos.
🟢 Sarah Lin (Master Electrician): 36.0 hours (Optimal balanced capacity).
🟡 Dave Miller (General Maintenance): 22.0 hours (18.0h open capacity on Thursday/Friday).
🟡 Carlos Ortiz (Apprentice): 19.5 hours (20.5h open capacity for reassignments).

Example 3

Schedule Conflict & Travel Transit Overlap

Scope: Tomorrow's Schedule

Manager Query / Voice Command:

"Do we have any technicians double-booked or scheduled with overlapping travel transit times tomorrow?"

Context Analyzed:

GPS coordinates of job locations, start/finish windows, and route driving times calculated between successive job assignments.

AI Response & Recommended Actions:

⚠️ 1 Schedule Conflict Detected:

Technician: Marcus Vance

Job 1: 842 Elm Street (East Suburb) — 08:30 AM to 11:00 AM
Job 2: Apex Plaza (Downtown) — 10:30 AM to 1:30 PM

Collision: 30-minute direct task overlap plus estimated 35-minute transit time.

Confirmation Guard

Shift Apex Plaza start to 12:00 PM?

Example 4

Unbilled Labor & Missing Time Log Audit

Scope: Last 14 Days

Manager Query / Voice Command:

"Check for completed tasks that have zero time logs or missing billable entries over the last two weeks."

Context Analyzed:

Cross-references tasks with status Done against the TimeLog table where total hours equals zero or billable status is incorrectly flagged.

AI Response & Recommended Actions:

⚠️ 3 Completed Tasks with Missing Labor Entries ($1,420 Unbilled Value):

Water Heater Replacement: Dave Miller (Completed Aug 27) — Task marked Done but no time log submitted.
Subpanel Circuit Labeling: Sarah Lin (Completed Aug 29) — 2.0h logged as non-billable; contract specifies billable.
Fire Damper Drop Test: Marcus Vance (Completed Aug 25) — Time log missing technician sign-off signature.

Example 5

Step-by-Step Subtask Decomposition

Scope: Selected Task

Manager Query / Voice Command:

"Break down this commercial kitchen hood retrofit job into sequential subtasks for the field crew, including safety lockouts and code inspections."

Context Analyzed:

High-level work order title, attached architectural drawings, and trade standards (NFPA 96 & OSHA).

AI Response & Recommended Actions:

Generated 6 Step-by-Step Checklist Subtasks:

[ ] Perform pre-work lockout/tagout (LOTO) on rooftop exhaust fan and gas valve.
[ ] Disconnect and drop existing 10-ft stainless grease hood filters and duct collar.
[ ] Mount new Type I NFPA 96 compliant hood canopy and verify unistrut load ratings.
[ ] Route fusible link detection cable and connect liquid suppression nozzles.
[ ] Wire microswitch interlock to kitchen make-up air unit and fire alarm panel.
[ ] Conduct trip test with local fire marshal and affix annual inspection certification.

Example 6

SOP Compliance & Checklist Injection

Scope: Solar Commissioning Project

Manager Query / Voice Command:

"Review our solar commissioning tasks against standard OSHA rooftop safety and NEC 690 guidelines. Did we miss any required procedures?"

Context Analyzed:

Active project task backlog compared against Company SOP: Solar Commissioning & Grid Tie-In V2.

AI Response & Recommended Actions:

🔍 SOP Compliance Review (2 Missing Steps Found):

Missing AFCI Trip Test: NEC 690.11 requires manual trip verification of inverter DC arc-fault detection prior to energization.
Rooftop Fall Protection Anchor Inspection: OSHA 1926.502 anchor point certification check is missing from the initial job safety checklist.

Click "Inject Missing SOP Steps" to automatically append both tasks to the project schedule.

Example 7

Daily Morning Dispatch Briefing Generation

Scope: Today's Full Schedule

Manager Query / Voice Command:

"Generate a 3-minute morning briefing for today's dispatch standup highlighting high-priority jobs, weather risks, and key client notes."

Context Analyzed:

All 18 work orders scheduled for today, technician assignments, weather forecast API, and customer delivery notes.

AI Response & Recommended Actions:

☀️ Morning Dispatch Standup Briefing (5 Techs, 18 Jobs):

Priority 1 — AC Outage (842 Elm St): Marcus Vance on site at 8:30 AM; elderly resident without cooling.
Weather Alert — Roof Tarping (92 Oak Ridge): High winds (35 mph gusts) expected at 2:00 PM; ladder work must finish before 1:00 PM.
Inspection — Panel Rough-In (1450 Meadow Ln): City electrical inspector arriving between 10:00 AM – 11:30 AM; Sarah Lin has permit package.

Part 4

How to Summon the Console & Field Pro-Tips

Get the most out of your intelligence assistant with these workflow habits.

Shortcut 1

Keyboard & Sparkle Dock

Press Ctrl + Space (Windows/Linux) or Cmd + Space (macOS) from anywhere in the Web Command Center. The drawer slides open immediately without losing your current scroll position.

Shortcut 2

Chain Without Re-typing

Never repeat the project name or technician once you have queried it. Once you pull up a list of tasks, say: "Which of these are high priority?" or "Reassign the second one to Sarah".

Shortcut 3

Voice Dictation on Site

When walking active job sites with dusty hands or safety gear, click the 🎙️ Microphone icon to speak full multi-sentence requests. The AI cleans up pauses and accurately extracts trade terminology.

Shortcut 4

Always Review Confirmation Cards

When executing batch changes across multiple work orders, inspect the itemized preview list on the Confirmation Card before clicking Confirm. You can adjust individual items or cancel at any moment.

Support FAQ

Frequently Asked Questions

Q:How do I summon and interact with AI Commander on web?

AI Commander is permanently embedded as the inline bottom prompt bar ('Ask AI Commander') directly in the Web Dashboard and Project Detail workspaces. You can click into it directly, press Ctrl + Space (Windows/Linux) or Cmd + Space (macOS) anywhere to focus, or open the dock.

Q:Can I use voice dictation with AI Commander?

Yes! Click the 🎙️ Microphone icon inside the inline prompt bar to dictate commands hands-free using cross-browser Web Audio API recording across Chrome, Firefox, Safari, and Edge.

Q:What are Dynamic Smart Prompts for AI Commander?

Smart Prompts are role-filtered shortcut chips rendered directly above the bottom prompt bar (e.g., 'Morning Briefing', 'Overdue Punch Items'). Tapping a chip executes pre-engineered management workflows without typing.

Q:What is the Company Domain Capsule & Daily Briefing?

The Commander injects your company's profile, trade vertical (e.g. Contractor pack), and AI summary into query processing. This enables rich operational briefings (e.g. 'Give me the morning operational briefing') highlighting bottleneck trades and project schedules.

Q:How does the 'Confirmation Guard' protect my project records?

The AI cannot silently overwrite data. Any write action (such as reassigning technicians, changing due dates, or marking tasks Done) displays an interactive Confirmation Card showing the exact changes. Records update only after you click 'Confirm Action'.

Q:What does the 'Reset Commander' button do?

The Reset Commander button clears conversational working set memory and removes single-project scoping, instantly returning you to a clean company-wide overview.

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