Business SolutionsAvailablebusiness solution

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.

Available · Last updated 18 July 2026

The business problem

Businesses that sell both products and services — for example equipment retailers who also install or service what they sell — need product sales and service work to run side by side without getting tangled together. A product order and a service job follow different steps, and mixing them up leads to confusion about what still needs doing.

How KookaCRM solves it

KookaCRM keeps product orders and service jobs as separate, clearly distinguished workflows. Products can be listed in a catalogue and sold through an online store, currently a beta capability, while service work continues to run through the standard enquiry, quote, booking and job workflows. A customer who buys a product and also needs it installed or serviced ends up with both an order and a job, linked to the same customer record.

Common business problems

Staff are unsure whether a customer request is a product order or a service job
Product sales and installation/service work are tracked in different, disconnected systems
There is no single place to see everything a customer has bought or had done

Recommended customer entry points

Online store
Website enquiry form
Online booking

Recommended pricing models

Product catalogue / store checkout (beta)
Quote to invoice
Callout / per-visit pricing

Useful KookaCRM capabilities

A product catalogue and online store for customers to purchase products directly, currently a beta capability
Orders and jobs are kept as separate record types, so a product purchase and a related service visit do not get confused with one another
Standard quoting, booking and job workflows continue to run for service work alongside the store
Invoices, payments and receipts are recorded consistently for both orders and jobs

Example starter services

Product purchase through the online store (beta)
Installation or setup service linked to a product purchase (quoted or booked)
Ongoing servicing or maintenance visit (callout or booking)

How it works

Customer buys a product through the online store, or requests a service via enquiry or booking, then
Product purchases become orders for fulfilment; service requests become quotes, bookings or jobs, then
Orders are fulfilled and despatched; jobs are scheduled and completed, then
Invoices, payments and receipts are recorded for both orders and jobs

Example end-to-end workflows

Online store checkout to fulfilment

Customer purchases a product through the online store, then
An order is created for staff to fulfil, then
Product is despatched or made ready for collection, then
Payment and receipt are recorded against the order

Product sale with a linked service job

Customer buys a product through the store and also requests installation, then
An order is created for the product, and a separate job is created for the installation service, then
Both the order and the job are linked to the same customer record, then
Order is fulfilled and the job is completed and invoiced

Payment options

Online store checkout payment
Invoice with online payment for service work (once Stripe Connect is set up)
Bank transfer against an invoice

Setup requirements

Product catalogue and online store requested and enabled for your tenant
Stripe Connect set up for store checkout and online invoice payment
Standard quoting, booking or job workflows configured for your service offerings

Availability

Quoting, booking, job and invoicing workflows for service work are fully available. The product catalogue and online store, including checkout, is a beta capability that needs to be requested and enabled for your tenant. Orders created through the store are kept distinct from service jobs, even when they relate to the same customer.