Customer wants two options

For service-trade owners and office teams
Find the one task still pulling you back in.
Four quick choices reveal the first workflow to make visible, owned and easier to close.
4 quick choices · instant result · no email
01 Name the task that keeps returning.
02 See the smallest control to add.
03 Check it with one live job.
One visible workflow
Every sent quote has a clear next step.
Keep the enquiry, quote and next customer action together so follow-up stops depending on someone remembering.
Illustrative example — fictional dataBeforeThe office reconstructs the story.

Office viewOne current view.
Your own workflow
Quote Follow-up
Open itemParker job · Q-3172
Needs action- Quote
- Sent today · 10:06 AM
- Customer question
- Disposal inclusion
- Handled by
- Maria
- Due
- Today · 3:00 PM
The next decision stays visible until it is closed.
Still familiar. Now the next decision stays visible.
