Categories
Home services (installation, maintenance)
Estimate, quote, job and payment.
The concrete problem
- The estimate visit does not turn into a quote.
- The customer does not know when the crew arrives.
- Materials and hours get mixed on the invoice.
The working screen
| Visit | On-site estimate | Done |
| Quote | Labour + materials + travel | Approved |
| Crew | Wednesday 08:00–12:00 | Customer notified |
| Payment | 30% deposit received | Invoice after the job |
What the business gets
- Online estimate visit, a quote approved before the job.
- Crews and vehicles as resources; arrival time communicated.
- Labour + materials + travel separate on quote and invoice.
- Deposit and invoicing from the completed job.
What must be connected
- SMS/WhatsApp channel
- The crew/vehicle list
- Labour and material price list
Modules
QuotesWorkBookingCommunication