01
A lead comes in
Your enquiry form sends what the customer typed straight to your lead board.
All the steps from the lead to payment
This is what Stringline does at each step. What you put in at one step flows to the next. Every step links into the detail.
02
Quote it
Tap your measurements in on site and the price is calculated from your rates, with your usual charges and discounts already on it.
03
Your customer accepts it online
Your customer opens it on their phone, ticks any options you offered and accepts it on the spot, and you see the moment they opened it.
04
Deposit is raised
The moment they accept, the deposit invoice is created at the percentage level you set from the quote.
05
It becomes a job
One click turns the accepted quote into a job with its hours on it, and it lands on the crew board waiting for someone to be put on it.
06
On site
The crew clock on and off from their device in Stringline, and on the way out they can say which quoted item they were on.
07
Extra work, agreed first
Work the customer asks for that was not on the quote is priced off the same price book, sent while you are still there, and goes on the job once they accept it.
08
Job done
Marking the job done compares the hours clocked against the items you quoted, and your price book calculates any shortfalls. You can choose to alter your rates if you want.
09
Invoice
The final invoice builds itself from the quote and the extra work, less whatever has already been billed, and any discount you gave on the quote comes across with it.
10
Paid
Your customer pays by card from the invoice link and the money lands in your Stripe account, and with Xero connected the payment comes back to Stringline and the chasing stops.
Meanwhile
The board keeps itself up to date.
While all that is going on, the lead moves along the board on its own: quote sent, quote opened, accepted, job started, job finished, invoice sent, invoice paid. If you would rather move a particular stage yourself, turn that one off.
The long version
The same walk, at length.
Three pages for anybody who wants the detail behind the steps above: what the price book is made of, what the crew board does all week, and how the last invoice works itself out.
Winning the work
Steps one to four. The enquiry form, the price book, templates, the measure-up, and the quote coming back accepted with the deposit raised.
Read itDoing the work
Steps five to eight. The job off the quote, the crew board, clocking on, orders to your supplier, and what the hours teach your rates.
Read itGetting paid
The last two steps. Deposits and progress claims, the balance worked out for you, card payments, and Xero both ways.
Read it