1. Capture the request.

    Keep the customer's contact details, property, and work request together.

  2. Agree on the work.

    Prepare an estimate, record approval, and schedule the crew.

  3. Finish with a clear update.

    Add notes and photos from the field so the office knows what was done.

  4. Invoice and follow up.

    Keep the invoice, payment record, and service history with the customer.