Quotes, job tracking and customer management for service businesses

Common problems

• Quotes aren't followed up

  You don't know whether a quote was opened or when to send a reminder.

• Field team coordination

  Who is on which job, and whether it's done, is asked by phone.

• Scattered customer history

  Past jobs, notes and messages stay on different people's phones.

• Late collections

  Invoicing and follow-up slip after the job is finished.

How we solve them

• Quotes & CRM

  Customer records, quote builder, online approval and follow-up reminders.

• Work orders & field app

  Jobs are assigned to teams; the field team closes jobs with photos and notes.

• Customer portal

  Customers approve quotes, see job status and invoices, and open support requests.

• Invoicing & reminders

  An invoice draft is created when a job closes; overdue payments trigger reminders.

Example scenarios

Typical workflows we can build — not descriptions of a specific client project.

1. 1A customer opens the quote link and approves it; a work order is created and assigned instantly.
2. 2The field team uploads photos when finished and the customer is notified.
3. 3Management follows completed jobs and collections per team.