Explore the standard Quoted Work workflow.

Common industries: Plumbing, HVAC, Electrical, Landscaping, Security, Cleaning, Facilities, Painting, Decorating, Fencing, Flooring, Security, Data, Fire, etc.

Basic workflow outline:

• Request for work comes in via email, call, website, work order, etc
• The quote is raised, and a potential site visit is scheduled for scoping and options
• The quote is finalised and sent out for approval
• The quote is approved or rejected and converted to a job/task
• Potential for deposit invoice (part invoice) to be raised/paid
• The job is scheduled or picked from a picklist to attend, or the contractor assigned
• Start the job, record materials, labour, expenses, notes, photos, POs etc
• Potential to create asset record for any future servicing/maintenance requests
• The job is completed, final invoice raised from quoted items, or remaining balance after deposit payment
• The final invoice is paid.

Select an option below to get started!