Turn customer requests into organised next steps.
Make it easier for customers to request quotes or place orders, and for your team to manage the next step.
Discuss Quotes, Orders & Follow-Up
How we help
We build enquiry, quote and order workflows that collect the details your team needs, acknowledge customer requests and organise follow-up so staff can see what needs attention.
Often used by: Cleaning, detailing, landscaping, catering, retail and wholesale businesses.
What we can deliver
- Guided quote forms
- Photo and document uploads for quote requests
- Digital order requests
- A shared view of enquiries, quotes and their status
- Automatic messages confirming receipt of customer requests
- Task assignments and follow-up reminders
- Integrations with your existing customer or order management tools, where supported
A cleaning quote request
A customer submits their property size, cleaning requirements, preferred date and photos. The request is saved, the customer receives an acknowledgement, and your team is notified to review the details and prepare a quote.
- 01Customer submits property size, cleaning requirements, preferred date and photos
- 02The request is saved
- 03The customer receives an acknowledgement
- 04Your team is notified to review the details and prepare a quote
How we implement it
We agree which details to collect, who receives each request and how follow-up should work. Your team approves final prices and accepts orders unless automated pricing or acceptance is specifically included in the agreed scope.