Business Solutions

Cabinet project enquiry to installation workflow

How a website enquiry for custom cabinetry moves through a site measure, a detailed quote, a deposit, manufacturing and installation jobs, and a final invoice.

Managed IT support signup and billing workflow

How a customer signs up for a managed support package, how their devices can optionally be tracked as assets, and how recurring invoices are generated on a billing schedule without automatic card charging.

IT support and managed services businesses

How IT support and managed service providers use KookaCRM for one-off callouts, project quoting and recurring support subscriptions, with optional tracking of customer devices and equipment.

Tradies and field service businesses

How electricians, plumbers, builders and other field service tradies use KookaCRM to take bookings, quote jobs, dispatch technicians and get paid, including where Field Dispatch fits in.

Cabinet makers and custom installers

How cabinet makers and custom installation businesses use KookaCRM to run a project from first enquiry through measuring, quoting, deposit, manufacturing and installation to the final invoice.

Cleaning and recurring service businesses

How cleaning and other recurring service businesses use KookaCRM to take online bookings for one-off visits and set customers up on recurring service packages and subscriptions.

Lawn and garden service businesses

How lawn mowing, garden maintenance and landscaping businesses use KookaCRM to take bookings for regular visits, price larger projects with a quote, and use Smart Quote photos for jobs that need a look first.

Salons and appointment-based businesses

How hair, beauty and other appointment-based businesses use KookaCRM to let customers book fixed-price appointments online and pay through Stripe.

Agencies and web development businesses

How digital agencies and web development businesses use KookaCRM to capture enquiries through their website, quote project work, invoice it, and offer retainer packages to ongoing clients.

Retail and hybrid service businesses

How businesses that sell both products and services use KookaCRM to run an online store alongside job and quote workflows, and how KookaCRM keeps product orders and service jobs distinct.