The starting situation
Quotes were done in the evening after site work, often a week after the request. Schedules lived on a whiteboard, and the invoice went out whenever someone thought of it, sometimes a month after the job ended.
What it delivers
- The quote goes out the day after the request instead of a week later
- Not a single forgotten invoice after a job
- Administrative evenings have all but disappeared
6 h of admin work saved per week
What we set up
01
Quotes in 24 h
Structured price library: the client's request, even three photos sent by WhatsApp, becomes a quote draft ready to review.
02
Scheduling and reminders
Interventions grouped by zone, client notified by SMS the day before. Cancelled slots are reassigned automatically.
03
Invoice on completion
Marking the job done triggers the invoice and its reminder cycle. No more unpaid invoices by omission.
WhatsApp
Google Agenda
Qonto
Make
Services used on this project
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