Service companies
From request to quote without losing the thread
Quotes, work orders, scheduling and collections for businesses that sell time rather than shelf products.
What usually hurts
- Quotes are written in a document and nobody knows which ones got approved
- Work is coordinated over chat and leaves no record
- You collect late because nobody chases due dates
A reference case
A service company with a field team
- How they worked
- They coordinated jobs over messages and invoiced at month end from memory.
- What was breaking
- Completed jobs and pending payments lived in different people's heads.
- What was implemented
- Tickets with owner and due date, versioned quotes and a collections portfolio with scheduling.
- How it ended up
- Every job has a status and an owner, and what's pending collection is visible.
Anonymous case: we describe the situation without identifying the client. No metrics: we publish figures only when they are verified and authorized by whoever provides them.