Workflow

1min

The workflow in Trade Service Pro is very flexible. It allows you to do business according to your business practices. You do not have to follow any particular workflow and can use the parts of the system you want and leave the parts you don't want.
The following is an example of the full workflow in Trade Service Pro. This workflow is flexible, and all of the steps are optional.
flowchart TD;
    contact[A customer calls for an estimate]
    -->intake[An intake record is created]
    -->schedule[An estimate is scheduled and completed]
    -->proposal[A job and proposal are created]
    -->accepted[The customer accepts the proposal]
    -->workscheduled[A work order is scheduled]
    -->workcompleted[Work is completed]
    -->invoice[The customer is invoiced]
    

flowchart TD;
    contact[A customer calls for an estimate]
    -->intake[An intake record is created]
    -->schedule[An estimate is scheduled and completed]
    -->proposal[A job and proposal are created]
    -->accepted[The customer accepts the proposal]
    -->workscheduled[A work order is scheduled]
    -->workcompleted[Work is completed]
    -->invoice[The customer is invoiced]
    
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Updated 25 Mar 2024

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