Example buildHome servicesAutomation
Example build: a quote-to-invoice system for a plumbing and heating company
What we would build for a trades business losing jobs to missed calls and forgotten quotes: quote follow-ups, mobile job sheets and invoices that go out when the job is done.
Example build. This shows what we'd build for home services, using sample data from our live demo. It isn't a client result, and the business name is made up.
What it does
Same dayinvoices, sent when a job is marked done
3automatic follow-ups before a quote goes cold
1 tapreview request after every completed job
01
The business
An owner-operator with a few engineers takes calls while on jobs, writes quotes in the evening and sends invoices when there is time. Job details live on paper sheets and in WhatsApp threads.
02
The loophole
Customers usually get two or three quotes and pick whoever follows up. Calls missed during a job go to a competitor. Invoices sent days later slow down cash flow, and happy customers are never asked for a review.
03
What we would build
- A quote request pipeline with automatic follow-ups and one-click acceptance
- Missed-call text-back and an evening callback list
- Job scheduling and mobile job sheets with photos
- Invoices with a payment link, sent the moment a job is marked done
- Review requests after every completed job
- Revenue per job and per engineer
04
Before and after
BeforeAfter
Quotes sent and forgottenFollow-ups on day 2, 5 and 10
Paper job sheetsJob sheets on every engineer's phone
Invoices written at the weekendInvoices sent when the job is done
05
What it runs on
Custom PHP dashboardMySQLWhatsApp Business APIStripe payment linksGoogle Business Profile
