One enquiry, from WhatsApp message to paid invoice.

What you just watched

1. Enquiries arrive everywhere. A missed call, a WhatsApp, an email thread and a sticky note, all while you're on a job. This is where most trade businesses lose work.
2. One inbox, with an instant reply. Sarah's WhatsApp lands in the same inbox as your calls, texts, Facebook leads and web forms. An automatic reply asks for her Eircode and a photo, so the details are in before you've put the tools down. See the WhatsApp CRM.
3. A card on the board. The enquiry becomes a card in New enquiry, with a callback target so nobody waits too long. See the CRM for trades.
4. Quote accepted online. The quote goes out as a link, you're told the moment she opens it, and she accepts on her phone. Follow-ups stop automatically. See quote follow-up.
5. Scheduled by area. The job goes on Tuesday, when you're already in D6, and Sarah gets a reminder the evening before. See scheduling.
6. Job sheet on the phone. Your engineer does the safety check, clocks in, adds photos and parts, and gets her signature, all on their phone. See digital job sheets.
7. Paid and reviewed. The invoice goes out with the hours and parts already on it, gets paid, and a review request follows automatically. See job costing.

Every board is set up around your own stages, team and trade. Want the bigger picture? Read what job management software should do for an Irish trade, or click through the interactive walkthrough.