Ryzolv AutomateHome services
From Accepted Quote to Installation
For a home services business, we connected accepted quotes to job preparation, scheduling and customer updates. The owner receives a daily briefing with the next day’s schedule and unpaid invoices.
The Work
After a quote is accepted, the work still needs to move through preparation, scheduling and installation. We connected those stages with customer updates and a daily owner briefing.
Explore Home Services AutomationPrepare the job
The workflow connects remeasure, deposit or financing, and ordering.
Keep the customer informed
A preparation message explains what to expect before the installation.
Brief the owner
The daily briefing brings together the next day’s schedule and unpaid invoices.
The owner sees what needs attention
The briefing puts upcoming work and unpaid invoices in one place. The team handles the job and follows up on items that need a person.