FROM ENQUIRY TO FINISHED JOB.
Keep work moving.
Without the guesswork.
SmoothBadger Workflow helps service businesses manage the journey from a new request to a quote, booking and completed job. See what needs attention and give every stage a clear next step.
SmoothBadger WorkflowBUILT FOR THE PEOPLE DOING THE WORK
Useful features.
Everyday benefits.
Know what needs attention.
The dashboard separates action required from items awaiting the customer, with chasing and at-risk indicators.
Keep the request together.
Review customer details, work requirements, uploaded files and contact history before preparing a quote.
Build a clear response.
Create quote items, quantities, selling prices and VAT totals. Review internal costs and profitability separately from customer totals.
Plan the work.
Manage accepted quotes and bookings in day, week and month calendar views, with resource filters.
Follow the job through.
Track booked work, rebooking, completion, invoicing or payment status and review requests from the workflow.
Find the work you need.
Search requests, quotes, jobs and updates so your team can return to the right stage and record.
A CLEARER WAY THROUGH
From first step to next step.
Capture and quote.
Review the enquiry, clarify what is needed and prepare a customer quote.
Book and deliver.
Arrange the work, assign resources and keep its status up to date.
Complete and follow up.
Progress payment and review tasks, then close the job when the work is done.
Let’s see how it fits your business.
A walkthrough gives you a chance to explore the product, ask questions and discuss setup, migration or custom work.
Arrange a walkthrough ↗LET’S MAKE IT HAPPEN
A better way to work starts with a conversation.
Tell us what you want to improve. We’ll help you find the right next step.