| Workflow | Most common steps (simple) | Best for |
|---|---|---|
| 1) Phone Call → Invoice | Client calls → Job created → Schedule/appointments → Complete job → Invoice → Payment → Reconcile | Solo tradies, repeat locals |
| 2) Quote First → Approval → Book | Enquiry → Lead created → Site visit → Estimate sent → Customer accepts → Book date → Complete job → Invoice → Payment | Landscaping, bigger jobs |
| 3) Online Quote Form → Fast Booking | Online quote → Lead created → Quick estimate → Accept link → Book link → Confirm → Complete job → Invoice → Payment | High-volume, “quick turn” work |
| 4) Deposit Required → Start Work | Estimate sent → Accept → Deposit paid → Materials ordered → Job booked → Complete job → Balance invoice → Final payment → Reconcile | Jobs with upfront costs |
| 5) Recurring Maintenance | Client approved → Set recurring schedule → Auto-create jobs → Complete visit → Invoice weekly/monthly → Payment → Reconcile | Mowing, regular services |
| 6) Emergency / Same-Day | Urgent call → Create job → Dispatch/assign → Complete → Invoice same day → Payment link sent → Reconcile | Storm clean-up, urgent callouts |
| 7) Team Job (Owner + Staff) | Lead created → Estimate → Accept → Assign crew → Calendar view → Job notes/photos → Complete → Invoice → Payment → Reconcile | Businesses with employees |
| 8) Customer Hub Self-Service | Estimate sent → Customer hub link → Accept → Choose time → Pay deposit/fee → Reminders → Job completed → Balance paid | Modern, low-admin workflows |