Current problem
Leads are forgotten
System focusLeads
Services
Workflow tracking for service teams.
Systems for customer requests, employees, tasks, estimates, invoices, and workflow tracking.
Leads
Customers
Estimates
Solutions
Service Businesses
Where manual work breaks
The daily problems this system is designed to address.
Start with the operational friction, then define the screens and workflow required to remove it.
Current problem
Estimates are not followed up
System focusEstimates
Current problem
Tasks are not assigned clearly
System focusTasks
Current problem
Invoices are delayed
System focusInvoices
Built around the work your team does every day.
The solution connects the main records, actions, users, and reports required for the workflow.
Customer pipeline
Move each enquiry toward real work.
Keep leads, customers, and follow-up actions visible to the team.
- Leads and customers
- Follow-up history
- Shared team view
Jobs and tasks
Connect estimates to delivery.
Organise estimates, jobs, invoices, tasks, and ownership in one operating flow.
- Estimates and jobs
- Tasks and ownership
- Invoices and status
Management view
See the work that needs attention.
Use dashboards and reports to review the pipeline, active jobs, and follow-up.
- Operational dashboard
- Pipeline reports
- Follow-up visibility
Solution structure
Build around the workflow that matters first.
The recommended scope is confirmed after reviewing the current process and required users.
Define the right scope01Leads
02Customers
03Estimates
04Invoices
05Tasks
06Workflow tracking
Next step
Explore Opero
See how Service Businesses fits your operation.
Share the current workflow, users, branches, and the work you want to organise. Opentiq will define the relevant product or project path.