Capture the customer request
Save the customer, property, notes and next action. Book a site visit and turn the request into a linked job.
Start with the enquiry.
Follow through to payment.
Prepare the quote
Use a quick fixed price or detailed production rates. Review the scope and terms, then share the quote for customer acceptance.
Schedule and share the work
Confirm work dates, assign the responsible person and share current instructions. Your own work can be booked without creating a separate crew.
Keep the job current
Record progress, photos, hours and remaining work. Accepted scope changes stay connected to customer documents and crew instructions.
Invoice and record payment
Request the agreed deposit and issue the final invoice when due under the contract. Credit reviewed payments once and keep the customer receipt history.