Trades
From enquiry to invoice without retyping
A quote, a booked job and a draft invoice. The owner prices and sends.
Example workflow
How it runs
The tools it reads, what the agent does with them, what it hands over, and the person who says yes. Nothing is sent until they do.
Reads
HighLevelenquiries
Google Calendarthe job diary
Xeroinvoices
Agent
Claudereads each new enquiry
- drafts a quote from past jobs
- offers dates that fit the diary
- raises the invoice when done
Hands over
A quote, a booked job and a draft invoice
Approves
The owner prices and sends
Illustrations on made-up examples, not records of client work. Logos name the tools these businesses commonly use; they are their owners’ trademarks and do not mean a partnership or endorsement.
The template
Where this business starts
trades.template.yamlTemplate
departments: quoting, jobs, scheduling, invoicing already_uses: a job app, a calendar, accounts gaps: quotes left unsent; invoices late first_pipeline: finished jobs → invoice and chaser drafts approves: the office manager
Templates on made-up examples, not records of client work. Tool names are examples of what such businesses commonly use, not partners or endorsements.
Templates
Other templates
Tell us what you're working on
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