Service Businesses
When jobs live in a group chat, the work still gets done, but only the loud jobs. The quiet ones sit there until the customer gives up and calls someone else.
What usually happens
- Jobs live in notebooks and WhatsApp groups
- Nobody can say which job is at which stage
- Callbacks depend on whoever remembers
- Quotes and invoices sit apart from the job they belong to
How we help
- One pipeline covering every job, from enquiry to paid
- Reminders for callbacks and follow-ups
- Quotes and invoices attached to the job record
- A shared view, so any team member can pick up where another left off
From first enquiry to outcome
The same five steps every time, so nothing depends on memory.
- 1Job enquiry captured from a call, WhatsApp or a form
- 2Added to the pipeline and assigned
- 3Quote sent, follow-up reminders run
- 4Work scheduled and completed
- 5Invoice raised against the same job record
What changes
Quiet jobs get the same attention as loud ones
You can see the whole week's outstanding work in one place
Nothing depends on one person's memory
Products usually involved
We recommend only what your business needs. These are the products most often used in this sector.
Clickatrix Sales System
Enquiry management and sales conversion
Explore the Sales System