One task is only the start
That Was Just
the Beginning.
A quote is one simple automation.
Imagine connecting it to the rest of your business.
Follow the possibilities
What could happen next?
Open any step to explore it.
Illustrative workflow · No actions are performed
Try the working quotation demo, then explore how it could connect to these steps.
Try the quote demo →01Digital signatureYour customer receives a professional, e-signable PDF quotation.
A clear yes. Without the paper chase.
The customer could review and sign electronically, with the signed document linked to the job.
02Signature notificationA signed copy for you and your customer.
Both sides have the signed agreement.
Once the signature is recorded, the workflow could notify the business owner and send a copy of the signed quotation to both the owner and the customer.
03Automatic schedulingLet your system find available appointment times.
Make room for the job, and the drive.
A connected scheduling workflow could consider estimated job duration, calendar availability and travel time. Your customer receives suitable appointment options and selects a preferred time.
04Calendar confirmationThe appointment is added to your calendar, your customer’s, and your assigned team’s.
Everyone knows when and where to be.
Once a time is selected, the system could record the appointment and send confirmations and calendar invitations to the customer and assigned crew, including the time, location, and relevant job details.
05Job completionNotify the owner and, optionally, the customer as soon as the job is complete.
The right details reach the right people.
When your team marks a job complete, the workflow could immediately notify the owner and, if configured, the customer too. You could choose to include photos, comments, or both, and select which information each recipient receives. Completion details would stay linked to the customer and job.
06Automatic invoicingRecord the invoice, email the PDF to your customer, and notify the owner.
From completed work to an invoice in your customer’s inbox.
A supported integration could connect to QuickBooks or another accounting application, create the customer record if needed, generate and record the invoice as accounts receivable, and email the PDF to the customer. The owner could receive a notification when it has been sent. This confirms sending, not payment.
07Payment remindersFollow up automatically on unpaid invoices.
A follow-up that does not get forgotten.
If the connected system has not recorded payment after your configured number of days, a workflow could send a reminder. Timing and wording would follow your business rules.
08Payment confirmationKnow when the customer pays.
Close the loop for everyone.
Once the connected system confirms payment, the owner could receive a notification and the customer could receive a receipt or confirmation.
09Recurring service remindersBring customers back automatically.
A reason to reconnect.
After a configurable number of months, the system could remind a customer that another cleaning service may be due, using the appropriate communication permissions.
10More possibilitiesAnd that is just the beginning.
Built around the way you work.
Reporting, team management, customer history, inventory, job costing and other integrations could connect to the same workflow. And other integrations to keep your books organized and up to date throughout the year, give you an instant snapshot of your cash flow and business performance, and make tax season easier for you and your accountant. The right scope depends on your business and supported tools.
These are examples of possible custom solutions, not promises that every integration is available or included. Scheduling, signatures, accounting, payments and reminders are not connected in this demo.
Start with what matters
Your Business.
Your Prices.
Your Workflow.
Start with one task. Connect everything when you're ready.