Getting Started

The Complete Business Workflow in Local Business Pro

Understand how a customer interaction flows from first call to paid invoice.

beginner 4 min read workflow automation process journey
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Quick Answer: AI answers call → Contact created → Variables collected → Appointment booked → Estimate sent → Customer approves → Job created → Work completed → Invoice sent → Payment received.

The Flow

  1. AI conversation happens
  2. Contact created or updated with extracted info
  3. Variables collected based on offering config
  4. Appointment booked using offering duration
  5. Estimate created with line items from offerings
  6. Customer approves estimate
  7. Job created with inherited services
  8. Job completed
  9. Invoice created and sent
  10. Payment received, job closed

Frequently Asked Questions

Q: Is all of this automatic?
A: Much of it is automatic or requires minimal manual input because data flows between connected components.