How work enters KookaCRM
Customer entry points determine how requests become leads, bookings, quotes, jobs, orders or subscriptions in your business.
Available · Last updated 18 July 2026
The business problem
Many service businesses capture customer requests in email, messaging apps and paper notes, then re-type the same details into quotes, calendars and invoices.
How KookaCRM solves it
KookaCRM treats the customer entry point as the start of a structured workflow. The same request can become a lead, booking, quote, job, order or subscription — then continue into invoicing when payment is required.
When to use this
- You are setting up KookaCRM for the first time
- You want to choose the right public form, booking page or staff intake path
- You need a shared language for how work should flow through the business
Suitable business types
- Tradies and field services
- IT support
- Cleaning and lawn care
- Salons and appointment businesses
- Custom makers and installers
- Agencies and hybrid retail businesses
How it works
Customer or staff starts a request through an entry point, then
KookaCRM creates a structured intake or operational record, then
Staff review and choose the next step (quote, booking, job, order or invoice), then
Work is fulfilled and, where applicable, invoiced and paid
What KookaCRM creates
- Intake submission or lead
- Booking, quote, job, order or subscription arrangement
- Customer record where appropriate
- Invoice and payment records when charging applies
How it connects with other features
- Service pricing models decide how the work is priced
- Jobs and orders handle fulfilment
- Invoices and Stripe Connect handle payment collection where configured
Example use cases
- Website enquiry becomes a quote for custom work
- Online booking becomes a job for a callout visit
- Store checkout becomes an order for product fulfilment
Customer entry points
An entry point is simply how a request arrives. Public options include website enquiry forms, Smart Quote, online booking, storefront checkout and package or subscription applications. Staff options include phone intake, walk-in intake, manual quotes and manual invoices.
Pricing models belong to services
Pricing is configured on each service or offering, not as a single setting for the whole business. That means you can run quote-to-invoice work, fixed-price appointments, callout visits and catalogue products side by side.
Marketing sources are optional
Acquisition labels such as Google Ads or referral can be stored as analytics metadata. They are not operational workflows. The operational path is always entry point → service model → fulfilment → invoice where payment applies.
Setup requirements
- Enable the modules your business needs
- Configure services and pricing models
- Choose which public entry points to publish
Related guides
- Customer Entry Points
Website Enquiry Forms
A tenant-specific enquiry form that captures new work from your website and turns every submission into a lead and intake record your team can action.
- Customer Entry Points
Online Booking
Let customers pick a time and submit a booking online for callout services or fixed-price appointments, with optional upfront payment where a business has configured it.
- Customer Entry Points
Smart Quote
A guided public quote request that uses AI-assisted analysis to help triage and classify jobs, while your own pricing rules — not the AI — decide the pricing outcome.
- Customer Entry Points
Staff Phone and Walk-in Intake
A single staff desk for handling phone calls and in-person enquiries — find or create the customer, then create a lead, booking, quote, job or invoice without switching screens.
- Getting Started
How services and pricing models work
Each service in KookaCRM carries its own pricing model, so one business can quote custom work, book fixed appointments and sell products without forcing a single billing style.