Keep the details
Record who needs what and the next action for the enquiry.
Music: Happy Beats & Business Moves Vol. 1 by Sascha Ende, CC BY 4.0. Excerpt edited and faded for this film.
Illustrated workflow with fictional example details. The film explains the task; the app screens and available actions depend on your pilot setup.
What you can organise01 02 03
Prepare the quote
Bring the work and price into a draft you can check before sharing.
Follow through
Track acceptance, bookings and customer updates with private links.