How to Sign-Up for TaskGenius
Step-by-step video walkthrough and complete guide to creating your account, selecting your tier, and setting up your team workspace.
1Quick Summary Overview
Begin Registration
0:25Click Create Account on web or tap Sign Up in the mobile app. Select whether you are setting up an Organization or joining as a Field User.
Complete User Profile
1:00Enter your work email, business name, phone number, and strong password. Select your subscription tier (Free, Pro, or Business) and initial seat count.
Verify Email Address
2:00Check your inbox for a secure verification link sent from TaskGenius. Click the link to confirm your ownership and activate credentials.
Log In & Setup Workspace
3:00Sign in to access your Command Center. Complete the 3-minute setup wizard to set up trade categories, upload logos, and invite crew members.
2Full Written Step-by-Step Article Guide
Section 1: Begin Registration & Choose Account Role
To start your registration process, open the TaskGenius Web Platform on desktop or launch the TaskGenius Mobile App on iOS or Android. On the main welcome screen, click Create Account or tap Sign Up.
Select the role that fits your account setup:
- Administrator / Business Owner: Choose this option if you are establishing a new organization, configuring company billing, managing field crews, or viewing high-level Gantt timelines.
- Field Worker / Contractor: Choose this option if an admin from an existing trade business has invited you to complete site logs, track labor time, or receive assigned dispatch cards.
Section 2: Complete Profile & Select Subscription Tier
Next, fill in your essential user profile information and configure your initial organization parameters:
- Full Name & Work Email: Use your official company email address for automated notifications and invoice dispatching.
- Mobile Phone Number: Used for SMS dispatch alerts, password recovery, and optional multi-factor authentication.
- Business Trade & Company Name: Enter your trade specialty (e.g., General Contracting, Electrical, HVAC, Plumbing) so TaskGenius auto-configures relevant default labor categories.
- Subscription Plan & Seats: Choose between Free Tier (1-2 seats), Pro Tier (unlimited tasks, keyhole privacy), or Business Tier (full Gantt engine & custom exports).
Section 3: Verify Your Email & Activate Account
To prevent unauthorized account creation and safeguard project data, TaskGenius mandates instant email verification before workspace initialization.
noreply@taskgenius.app and click the secure verification button. The link expires in 24 hours.Section 4: Log In & Complete Workspace Setup Wizard
With your email verified, return to the login screen, enter your credentials, and run through the 3-minute onboarding wizard:
- Upload Company Logo: Personalizes customer-facing invoice PDFs and client approval links.
- Configure Labor & Billing Rates: Set hourly site rates for standard shifts, overtime, and specialty trades.
- Invite Team Members & Contractors: Send email invitations with pre-configured role permissions (Admin, Manager, Field Worker, 1099 Contractor).
TaskGenius automatically enforces strict data isolation for independent 1099 contractors. When onboarding contractors, keyhole access ensures they only see tasks explicitly assigned to them. Background GPS tracking is disabled by default for 1099 roles to ensure full compliance with IRS guidelines.
3Frequently Asked Questions
Q:What account roles are available during sign-up?
You can sign up as an Administrator/Owner (to establish a new organization workspace and manage billing) or register as a Field Worker / 1099 Contractor when joining an existing company via invite code.
Q:What should I do if I don't receive the verification email?
First check your Spam or Junk folder for an email from noreply@taskgenius.app. If it hasn't arrived after 2 minutes, click 'Resend Verification Email' on the login screen or contact support.
Q:How do 1099 Contractor invitations work during onboarding?
Contractors receive strict keyhole data access: they only see tasks explicitly assigned to them, and IRS-compliant background GPS tracking is automatically disabled for 1099 role accounts.
Q:Can I change my subscription tier after registering?
Yes! You can upgrade, downgrade, or adjust seat counts anytime under Settings > Billing & Subscriptions in the Web Command Center.
Increase revenue. Decrease expenses.
Whether you run a crew and need to bill for every hour, or you manage projects and need to deliver on time — TaskGenius helps you know what's happening before it costs you.