Fixa
← Plan

Workflow

End-to-end customer journey, from request capture to paid invoice. Five linear stages plus two cross-cutting hubs that connect professionals, clients, and suppliers.

1. Request→2. Intake→3. Quote→4. Job→5. Invoice
1. Request
Capture incoming work from three channels: online form, manual entry, or the Client Hub.
v1

Entry points

  • Online — homeowner fills out a form (e.g. via Google Maps or the professional's website).
  • Manual — the professional creates the request themselves.
  • Client Hub — an existing client creates a new request in their portal.

Flow

  1. Create request.
  2. Check whether the client already exists. If yes, attach the request to that client. If no, create a new client first.
  3. Request lands in the Requests overview, with a detail page per request.

Dashboard: Requests overview

newcompletedoverdueunscheduledarchived

Related views

  • Clients overview — Dashboard of (1) new, (2) existing, (3) archived clients.
  • Client details — In-depth page with everything about a single client.
  • Request details — Detail page of a single request.

Client Hub touchpoints

  • Existing client can create a new request directly in the Client Hub.
2. Intake
Decide whether the job needs on-location assessment and gather everything required to quote.
v1

Flow

  1. Decision: does the request require an on-location assessment?
  2. If yes: schedule intake — propose a timeslot (visible in Client Hub) — client confirms — visit the client.
  3. After the visit, decide whether the work fits scope. If not, refuse the job.
  4. If no on-location assessment is needed: the professional uploads photos and text describing the job to the Client Hub.
  5. Loop: if the quote still needs information only the client can provide, ask via the Client Hub.

Client Hub touchpoints

  • Client confirms or declines the proposed intake timeslot.
  • Client uploads photos or additional information when requested.
3. Quote
Compose the quote, optionally pull in supplier input, share it with the client, iterate until accepted.
v1

Flow

  1. Create new quote → quote details.
  2. Decision: does the quote need third-party (supplier) input? If yes, send a request via the Supplier Hub and wait for info to flow back.
  3. Quote is shared with the client — interactive in the Client Hub, with extra line items available as upsell.
  4. Decision: does the client request changes? If yes, loop back to quote details.
  5. Decision: does the client want to proceed? If no, cancel the job.
  6. Quote accepted (in Client Hub) → move to Job.

Dashboard: Quotes overview

draftawaiting responsechanges requestedready to scheduleconverteddeclinedarchived

Client Hub touchpoints

  • Client interacts with the quote in the Client Hub: (i) accept, (ii) decline, (iii) suggest changes. (v1)

Supplier Hub touchpoints

  • Suppliers receive line-item requests by email and submit info through a Supplier Hub form. See the Supplier Hub section.
4. Job
Convert an accepted quote into scheduled work, execute it, handle surprises.
v1

Flow

  1. Create job — the accepted quote is converted into a job.
  2. Job details: order any third-party material, align co-workers, find a timeslot.
  3. Share the timeslot with the client (visible in Client Hub).
  4. Decision: unforeseen events? If yes, loop back to align/reschedule.
  5. Complete job.

Dashboard: Jobs overview

unscheduledaction requiredinvoice requiredlatearchived

Client Hub touchpoints

  • Client accepts or declines the appointment for the job.
5. Invoice
Bill for completed work — including fractional payments — and chase if unpaid.
v1

Flow

  1. Create invoice → invoice details (supports fractional payments).
  2. Invoice is shared with the client (visible in Client Hub).
  3. Decision: is the invoice paid? If yes, job completed. If no, remind the client and loop.

Dashboard: Invoices overview

draftawaiting paymentpast duepaidarchived

Client Hub touchpoints

  • Client fulfills the invoice from the Client Hub.

Cross-cutting hubs

Two surfaces that span the linear flow rather than slotting into one stage.

Supplier Hub
Cross-cutting flow for third-party suppliers who contribute line items or info to a quote.
later

Flow

  1. Supplier receives a request by email containing one or more line items.
  2. Supplier provides information through a URL leading to an online form.
  3. The submitted info flows back into the Quote stage.
Client Hub
Client-facing portal that runs alongside every stage of the workflow.
v1

Flow

  1. Surfaces requests, intakes, quotes, jobs, and invoices to the client at the right moment.
  2. Captures client actions (accept/decline appointments, accept/decline/change quotes, fulfill invoices) and feeds them back into the professional's workflow.

Client Hub touchpoints

  • Create a new request as an existing client.
  • Upload photos or text to describe a job during intake.
  • Accept or decline a proposed intake appointment.
  • Accept, decline, or suggest changes on a quote. (v1)
  • Accept or decline a proposed job appointment.
  • Fulfill an invoice.