Getting Started

Complete Customer Journey: First Call to Paid Invoice

Master the complete customer workflow from first call to paid invoice.

intermediate 12 min read workflow customer-journey guide complete-process
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Quick Answer: This guide walks through the entire customer journey: AI answers call → Contact created → Appointment booked → Estimate sent → Customer approves → Job completed → Invoice paid.

The Complete Journey

  1. First Contact - AI receptionist answers, creates contact
  2. Information Gathering - AI extracts details, books appointment
  3. Site Visit - Technician evaluates and documents
  4. Estimate Creation - Send professional quote
  5. Approval - Customer approves online
  6. Job Creation - Convert estimate to job
  7. Work Completion - Mark job complete
  8. Invoicing - Generate and send invoice
  9. Payment - Collect and record payment
  10. Follow-Up - Request review, schedule maintenance

Key Integration Points

  • AI extracts contact info automatically
  • Offerings become estimate line items
  • Estimates convert to jobs with one click
  • Jobs convert to invoices seamlessly
  • Custom records link throughout

Tips for Smooth Workflow

  • Configure offerings completely before going live
  • Use automations for status change notifications
  • Train team on estimate-to-job conversion
  • Set up payment collection reminders