Trades & contractors
Keep the job moving. Keep the details together.
Enquiries, quotes, job notes and invoices often pass between the office and the field. Start by making one handoff clearer.
A working example
See it work before you decide.
Recorded demonstration. Privacy edits disclosed. Not customer proof.
Enquiry
Availability
Confirmation
Google Calendar
Recorded example
Illustrative opportunities
Start with one reviewable process.
- Route a new enquiry to the right person.
- Prepare a quote follow-up for review.
- Connect completed-job information to the invoice process.
Commercial commitments and unusual job requirements need an authorised reviewer.
These are scoping examples, not claims of completed client deployments. Compatibility, permissions and obligations are assessed before work is agreed.
03The working relationship
See it work. Approve it. Then activate it.
A clear path from an example to an agreed, tested setup. Payment starts scoped work; activation follows approval.
- 01
Scope
Agree the problem, requirements and commercial terms.
- 02
Configure & test
Build the agreed setup. Test everyday cases and exceptions.
- 03
Approve
Review the behaviour, responsibilities and limits together.
- 04
Activate & support
Release after approval, with a named owner and support scope.
A focused conversation