FROM FIRST CALL TO FINISHED JOB
One connected way
to run the work.
Less time piecing together a customer’s story. More confidence about what happens next.
01 / KNOW THE CUSTOMERGive every relationship a home.
Start with the customer record. Keep contact details and the work you have discussed close to their quotes, appointments, and invoices.
- See key details before you call or visit
- Find the right record without digging through notes
- Keep the next step visible
● ● ●Customer profileEXAMPLE
AC
Alex CarterResidential customer
ActivePHONE(555) 010-0101
NEXT VISITTuesday, 9:00 AM
Quote prepared Today Job scheduled Tuesday Service plan Monthly
Illustrative preview · fictional customer
● ● ●Quote builderEXAMPLE
QUOTE FORStorefront window service
DraftExterior glass cleaning$120.00
Interior glass cleaning$80.00
Estimated total$200.00
Illustrative preview · fictional pricing
02 / WIN THE WORKTurn an enquiry into a clear quote.
Put the scope and price in writing, then keep the quote connected to the customer. You can return to the details when it is time to plan the job.
- Organize proposed services and amounts
- Track quote status as work moves forward
- Carry the context into scheduling
03 / PLAN THE DAYKnow where everyone needs to be.
See jobs on the schedule, plan recurring work, and keep crew assignments close to the route. A solo day or a full crew starts with the same clear view.
- Switch between month, week, and day views
- Keep repeat visits on the radar
- See who is assigned to the work
● ● ●ScheduleEXAMPLE
Tuesday, October 132 jobs
09:00Residential window cleanAlex Carter · Crew A
Planned 11:30Storefront window cleanDowntown route · Crew A
Planned Illustrative preview · fictional schedule
● ● ●Invoice trackingEXAMPLE
INVOICE TOTAL$200.00Example invoice
Job completed Invoice recorded Payment status visible
Illustrative preview · no payment processed
04 / CLOSE THE LOOPKeep the money picture connected.
Record invoices and payment status beside the customer and job. Review business reports to see the activity behind the numbers.
- Find the invoice tied to the work
- Keep payment status visible
- Review business reports in one place