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Developer Documentation - This section contains technical reference for workflow implementations. For user guides, see the User Guide.

Overview

Taskr implements comprehensive business workflows that automate the entire service lifecycle from customer acquisition through invoicing and payment collection.

Customer Lifecycle

PO → Quote → Job → Invoice flow with automatic status transitions

Job Scheduler

Automated job creation, assignment, and execution tracking

Fault Resolution

Issue discovery, lineage tracking, and remediation workflows

Asset Compliance

Maintenance scheduling, compliance tracking, and risk assessment

Invoice Payment

Billing lifecycle, payment terms, and bank reconciliation

Timesheet Billing

Time entry, approval workflow, and payroll integration

Additional Workflows

Subscription Billing

SaaS trial, grace period, and seat-based billing

Integrations

Bank sync, accounting, and data import workflows

Personnel Lifecycle

Team member onboarding and offboarding

Notifications

Email, in-app, and Slack notification routing

Architecture

Workflow Engine Location

Key Technologies

Master Workflow Diagram

Entity Relationships

Primary Relationships

The workflow.ts router provides bi-directional traversal:

Implementation Patterns

Workflow Trigger Pattern

Status Transition Pattern

Testing Workflows

Integration Tests

Status Reference

Complete reference for all entity statuses and transitions

API Documentation

tRPC router documentation and schemas