Kitchen tap#1041
Harris · Assigned
Chase sent Tue
III · Example build · UK trade & property
Lead to invoice without a chase
One sequence across CRM, mail, WhatsApp, payments, and the calendar — so follow-up is not a spreadsheet someone keeps alive.
AJobCustomerStatus??TeamNext (ask Dave)
21041Harris — kitchen tapquotedAssignedchase?
31042Okafor — boiler servicebookedAssigned
41043Patel — bathroom refitdeposit dueAssignedchase?
51044Byrne — radiator swapinvoicedAssigned
61045Lewis — leak under sinkbookedAssignedchase?
71046Ahmed — new showerquotedAssigned
9FINAL_v3_USE THIS ONE.xlsx
Before: a shared spreadsheet of jobs with unclear statuses and a note to ask a colleague. After: the same jobs as a pipeline — quoted, booked, deposit due and invoiced — each with its next step handled automatically.
The problem
Leads get copied between tools. Invoices wait on a chase. Nobody can see where a job sits without asking.
What we build
- CRM pipeline shaped like how work is won
- Automated follow-up from what the client did
- Quote → deposit → invoice path on Stripe
Where it lands
Status moves in sequence. The chase runs itself. The team shares one picture of the work.
This is a pattern we build, shown with illustrative data — not a client case study.
Next step
Want this, shaped around you?
Book a call and we'll mock up your version, free, within a week.
Rather talk to a person? Call 07347 507295 or WhatsApp Hamid.