Articles tagged workflow
Suprata creates invoices in five different ways, and which path you use changes what gets pre-populated and what you have to fill in. Here's the full picture, with the trade-offs of each.
Some documents shouldn't go out the door without a second pair of eyes — estimates with pricing exceptions, contracts with riders, refund letters. The approval workflow makes that review explicit, traceable, and fast eno...
The full chain a customer travels through Suprata — from the moment the phone rings to a paid, synced, reviewed job. The 10-foot view of how every feature snaps together.
Estimates and invoices look similar but behave very differently — one is a price you're proposing, the other is a bill you're collecting on. Here's when to use each.
Same-day or after-hours service. The shortcuts that work, the shortcuts that bite, and how to document well enough that the inevitable billing argument has a clear answer.
Onboarding a business is fundamentally different from onboarding a household — multiple contacts, Net terms, possibly an agreement, possibly QuickBooks mapping. The full multi-contact intake flow.
A new household calls. The full new-customer flow — search first, create the Account, capture the Contact, set terms, schedule the first appointment, send confirmation — without missing the small things that bite later.
What happens at each step of the guided Auto Glass job — vehicle, NAGS estimate, who pays, approval, parts, scheduling, the install checklist, invoices and payment — and the judgment calls at each one.
Sending an invoice is mechanically a single click, but the choices around theme, terms, and delivery method shape whether the customer pays quickly or you spend a week chasing. Here's the full pattern.
End-to-end booking — from customer intent to confirmed reservation — from both the customer's and the staff's perspective. The most-used flow in the Reservations system.
The thirty minutes between when the last tech rolls in and the office shuts down. What to close, what to send, what to flag for tomorrow — and why skipping any of it costs you next week.
The monthly bookkeeping pass — reconciling to QuickBooks, working the aging report, sending statements, processing recurring invoices, and closing the books for the month.
How a job becomes an invoice becomes a synced QuickBooks transaction: industry forms attach automatically, time and parts roll up to a draft invoice, and tax categories drive every line's allocation.
What a good dispatcher does in the first 30 minutes of the day — checking the board, triaging overnight messages, confirming appointments, and sending crews out without surprises.