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Solution · Quote to invoice

Enquiry to paid invoice. One pipeline, no paperwork.

The full lifecycle wired into one pipeline: enquiry, quote, job, invoice, payment chase. The office stops chasing paperwork and cash stops sitting in unsent invoices.

Job #4127
Boiler replacement · Morningside
Live
Enquiry capturedFrom call, WhatsApp or web form
Quote sent in minutesPriced from template, one-tap approval
Job scheduledEngineer and van booked
Invoice raisedThe moment the job is signed off
Payment chasedPolite reminders until it lands
Paid · reconciled in Xero
What’s inside

Every stage hands off to the next.

Instant quotes

Standard jobs priced from your templates the moment details land, sent for one-tap approval.

Scheduling built in

Accepted quotes become booked jobs with the right person, kit and time slot.

Invoice on completion

Sign-off triggers the invoice automatically. No more end-of-month invoice marathons.

Payment chasing

Polite, escalating reminders synced to your accounts, so paid invoices stop chasing.

Signs you need this

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Benchmark
1

Pipeline from first enquiry to paid invoice

Ready to see what a system feels like?

Book a 30-minute strategy call. No deck, no pitch. Just a conversation about where the time is going and what we would do first.