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Small Business Job Tracking

Riverwood Lawn Care · Lead captured → scheduled → completed → notes/photos → invoice/follow-up.

Steps

  1. 1Lead Captured
    data capture

    Record the lead.

    • • Customer name (text)
    • • Phone (text)
    • • What do they need? (textarea)
  2. 2Job Scheduled
    data capture

    Schedule the job on the calendar.

    • • Scheduled date (text)
    • • Assigned crew (text)
  3. 3Work Completed
    data capture

    Mark the work done and log details.

    • • Completed on (text)
    • • Summary of work (textarea)
  4. 4Notes / Photos Captured
    data capture

    Capture any closing notes. (Photo upload comes later.)

    • • Closing notes (textarea)
    • • Photos uploaded (checkbox)
  5. 5Invoice / Follow-Up
    output

    Generate the invoice + follow-up message.

Start a new run

Run this workflow against a new subject (visitor, job, lead, etc.).

Existing runs