Trade or Services Workflow

Trades or Services Workflow

Service or Trades Workflow

This Workflow enables your Service or Trades based company to manage any business tasks, from submitting a proposal or quote through to ensuring that the invoices get processed.

The Workflow can be customized to include capturing and storing any associated pieces of information, such as documents and images.

This means that with each individual task you can store photos of the building site or product, right through to complete building or electrical wiring plans and service manuals.

The Workflow also keeps a non-editable record of all events for future reference.

Key Features
  • Metrics help you identify bottlenecks in the process.
    • Metrics can be changed on any step to match your requirements.
  • Fields can be customized to tailor the Workflow to your business.
  • Filters let you quickly search through all your data.

Just select the “Trade or Services Workflow” when you start with your free team.