Capture once
A mobile job card filled on site feeds every later step.
Studio concept · Trades
A plumbing business with four vans turns a WhatsApp enquiry into a quote, a booked job, an invoice and a payment, with each step triggering the next.
Studio concept at a glance
FlowRight Plumbing · a made-up business
- Room
- Automation
- Business type
- Plumbing, 4 vans
- Tools
- Google Forms, Sheets, Sage, WhatsApp
- Build time
- About four weeks
- Status
- Studio concept
Studio conceptThis is a studio concept: a worked example of what we would build for a business like this. It is not client work and shows no client data.
Try it
See it work.
Follow one geyser call-out from the first WhatsApp message to the payment. Tick the job card yourself; everything else runs on its own. Sample data only: nothing you type is sent anywhere.
The challenge
Every job is written on paper, typed into a quote, then typed again into an invoice. Details get lost and invoices go out late.
The approach
Quote in minutes
Quotes generated from the job card and sent by WhatsApp.
Invoice on completion
Marking a job done raises the invoice with a payment link.
What we built
- Mobile job card
- Automatic quotes and acceptance
- Job scheduling for four vans
- Invoice and payment on completion
Services used
Workflow automation
Forms, inbox, accounting, CRM and WhatsApp working together, so routine work runs itself.
From $800Invoicing and cash-flow automation
Invoices sent on time, reminders that chase for you, and a weekly view of who owes what.
From $1,500Your version
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