Work management, by subscription

From first enquiry.
To finished job.

SmoothBadger Workflow

Keep requests, quotes, bookings and job progress in view. Give your business a clearer path through the work that needs doing.

Arrange a demo →Explore the features ↓

01 / Enquire & quoteBring the request into view and prepare the next step.

02 / Book & deliverSchedule the work and follow its progress.

03 / Complete & follow upTrack payment status and client review activity.

What it helps you do

Practical tools.
Clearer everyday work.

For service businesses that quote for work, schedule people and jobs, and need to keep track of progress from enquiry through completion.

01 / SmoothBadger Workflow

Know what needs attention

A dashboard brings requests, quotes, bookings and client reviews together, with current and pending work in view.

02 / SmoothBadger Workflow

Enquiries and quotes

Manage incoming requests and callbacks, prepare quotes and track their status as work moves towards a booking.

03 / SmoothBadger Workflow

Plan the work

View bookings in a day, week or month calendar. Resource filters help you focus on the people delivering the work.

04 / SmoothBadger Workflow

Job assignments and progress

View assigned work and track job status, including completed work and jobs that need rebooking.

05 / SmoothBadger Workflow

Payments and invoicing

Keep payment status alongside your jobs, with job payment and batch invoicing tools in the financial area.

06 / SmoothBadger Workflow

Follow through with clients

Track review requests and view email history so the conversation can continue after the work is done.

See it for your business

A useful conversation.
A practical next step.

Tell us how your business works and what you want to improve. We can walk you through SmoothBadger Workflow and discuss whether it fits your needs.

Available by subscription. Contact PDCL for pricing, setup and subscription options.

Your demo

01 / Your needsStart with your current process and the challenges you want to solve.

02 / The productExplore the relevant tools and how they could fit your day.

03 / The next stepDiscuss subscription options and any support or development you may need.

Let’s talk about SmoothBadger Workflow

See what a better
working day could look like.

Book a conversation with PDCL to explore the product and your requirements.

info@pro-dcl.com · 01925 393630

Enquire about a demo →Existing customer sign in ↗

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