Client journey workflow for a busy electrician
From first enquiry to quote, deposit, job photos, invoice, certificate, review request, and follow-up, the whole job flow became easier to run.
One joined-up process for calls, texts, WhatsApp, quotes, booking, materials, paperwork, invoicing, and aftercare.
The problem
Enquiries were coming in through calls, texts, WhatsApp, Facebook, and Messenger, while quotes, deposits, materials, job photos, certificates, invoices, and review follow-up were all being handled in different places.
What changed
I mapped the full client journey into one cleaner workflow that screened enquiries, handled follow-up, tracked quotes, took deposits, organised materials, stored site photos and test records, sent invoices and certificates, and followed up for reviews, future work, and timed reactivation messages.
Why it mattered
The business had a clearer way to move each job from first contact to final payment without dropping admin, missing steps, or losing touch after the work was done.