Two-minute product tour
See one service job move from call to invoice
This guided example shows the connected workflow. It uses sample customer data and does not represent a live account.
01 · Customer request
A new request enters one shared workflow
Fixlify keeps the caller's contact details, service request, and preferred time together so the office does not have to rebuild the information later.
Incoming request
No cooling upstairs
- Jordan Lee · (416) 555-0142
- 18 Bay Street · Toronto
- Preferred window: tomorrow morning
02 · Customer record
The request stays attached to the customer
Contact details, service address, and request notes stay available to the office and the technician from the same record.
Customer
Jordan Lee
- Primary service address saved
- Request notes attached
- Ready to schedule
03 · Schedule
Turn the request into scheduled work
Choose a date, time window, and technician. The job carries the original customer details forward instead of creating another disconnected entry.
Schedule
Tuesday · 9:00–11:00 AM
- Assigned: Alex R.
- Job type: Diagnostic
- Customer details included
04 · Technician
The technician gets the job context
The assigned technician can see the service address, customer notes, and job details without asking the office to resend them.
Technician view
Diagnostic visit
- Customer and address
- Problem description
- Job notes and schedule
05 · Estimate
Build the estimate from the same job
Create an estimate while keeping the customer and job connected. Accepted work can continue through the workflow without retyping the basics.
Estimate · example
Repair option
- Diagnostic
- Replacement part
- Labour
06 · Invoice
Finish with an invoice tied to the work
The invoice stays connected to the customer and job, giving the team one place to follow what was requested, scheduled, completed, and billed.
Invoice · example
Ready to send
- Customer linked
- Job linked
- Line items carried forward
Step 1 of 6
Calls, customers, jobs, technicians, estimates, and invoices belong in one workflow.
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