From a quoting spreadsheet to one controlled workflow.

A growing service business where quoting, approval and job setup depend on spreadsheets, email and one experienced person.

Example / quoting and job handoverHover or focus to clarify

A growing service business where quoting, approval and job setup depend on spreadsheets, email and one experienced person.

Before— Quote details copied between files— Pricing rules live in people’s heads— Approved work is re-entered for delivery

ONEuseful slice

After the first useful version One quote record with clear status Pricing rules and exceptions are visible Approval creates the next job action