Workflow Pro — Hub
Thursday 15 May 2026
New enquiries
4
need follow-up
4
Active jobs
23
in pipeline
Quotes sent
7
awaiting response
To invoice
3
installs done
3
Awaiting payment
$14,280
5 invoices
See every job in the pipeline by status — from new enquiry through to paid.
Jobs pipeline
View all jobs
Manually add a walk-in, phone enquiry, or repeat customer job.
New job
Add enquiry
Full customer database with job history and repeat-customer detection.
Customers
Database & history
Create, send, and track quotes. Clients accept or decline online with T&C sign-off.
Quotes
Create & manage
Issue invoices, collect deposits, and track who's paid and who's overdue.
Invoices
Track payments
Drag-and-drop calendar for quote visits and installs. Weather badges per job.
Calendar
Visits & installs
Configure business details, email templates, SMS, photos and licence.
Settings
Configure plugin
Quotes with no response after 3 days and overdue invoices — action them fast.
Reminders 3
Need attention
Recent activity
View all →
D. Kowalski — Driveway resurface
Quote accepted · $3,840 · T&Cs signed
12m ago
R. Nguyen — Warehouse floor
Invoice sent · $8,200 · due 22 May
1h ago
S. Thompson — Garage epoxy
New enquiry via website popup
2h ago
M. Okafor — Showroom floor
Payment received · $5,460 · job complete
yesterday
Call Kowalski to book install
urgent
Order charcoal epoxy — Thompson
supplies
Send Nguyen deposit reminder
invoice
Follow up Henderson quote
done