Pricing and Sales Workflows

Quotes and Customer Acceptance

Build itemised quotes, send them for the customer to review and accept online, collect a deposit if required, and continue straight into a job or invoice.

Callout and Hourly Services

Charge a callout fee that includes a set amount of time, then add extra labour and materials as flexible line items priced by quantity and unit price.

Fixed-Price Appointments

Offer services with a set price and a fixed appointment length, so customers know the cost upfront and staff can schedule with predictable time blocks.

Website enquiry to quote workflow

How a public website enquiry becomes a lead, then a priced quote the customer can accept online before it turns into a job and an invoice.

Customer books a callout service workflow

How an online booking for a callout visit becomes a job, and how the callout fee plus flexible labour and materials line items are billed on an itemised invoice.

Fixed-price appointment booking workflow

How a customer books a published, fixed-price appointment online, and how the optional job, invoice and payment steps follow the tenant's own settings.

Customer requests a Smart Quote with photos workflow

How a customer's photos and guided answers move through Smart Quote's AI-assisted triage and the tenant's own pricing rules before a staff-reviewed quote is issued.

Quote acceptance to deposit and final invoice workflow

How an accepted quote leads to a deposit invoice, scheduled work as a job, and a final invoice for the remaining balance once work is complete.