From Quote to Completion: The Complete Workflow Guide
Master every stage of the job lifecycle to ensure nothing falls through the cracks.
•9 min read
Managing a trade business involves coordinating multiple stages from initial enquiry to final completion. A clear workflow ensures nothing gets missed and customers stay happy.
Stage 1: Initial Enquiry
Capture all information:
- Customer contact details
- Job requirements
- Preferred contact method
- Urgency level
Stage 2: Site Visit & Quote
Visit the site and create a detailed quote:
- Assess requirements
- Take photos
- Create professional quote
- Set validity period
Stage 3: Quote Follow-Up
Don't let quotes go cold:
- Follow up after 2-3 days
- Answer questions
- Remind before expiry
Stage 4: Job Acceptance
When the quote is accepted:
- Convert quote to job
- Schedule work
- Order materials
- Confirm with customer
Stage 5: Job Execution
During the job:
- Update job status
- Add notes and photos
- Track time and materials
- Communicate progress
Stage 6: Completion
Finish strong:
- Final inspection
- Clean up
- Get customer sign-off
- Request review
Stage 7: Follow-Up
Maintain relationships:
- Thank customer
- Follow up on satisfaction
- Set maintenance reminders
- Ask for referrals
Using Software to Manage Workflow
Good software connects all stages seamlessly, ensuring nothing gets missed.
Start your free trial to see how TradePlan streamlines your workflow.