SOL-05 · OPERATIONS & WORKFLOWS
One Place for Every Lead.
Capture. Price. Record.
Workely keeps the lead loop in one place: the lead, the quote, the booking and the outcome. It runs beside the CRM you already use. Front Office adds invoices off finished jobs.
Every lead, quote and booking
Your CRM, not instead of it
Adds invoices off finished jobs
01 · THE PROBLEM
The invisible work never ends: copying job details between apps, chasing invoices, pulling numbers together for a report nobody has time to make. It is slow, it is error-prone, and it is the reason the office side of the business always feels behind.
02 · THE SOLUTION
Workely runs the lead loop: it catches the lead, prices it from your rules, gets the quote ready with a booking link and follows up. Every lead, quote and booking stays in one list, beside your CRM. Front Office adds invoices off finished jobs.
CAPABILITY MATRIX
How It Works
Lead Loop in One Place
Capture, price, send, follow up and record all run in the same workflow, so the lead loop does not live in five apps.
One List
Every lead, quote and booking sits in one list in Workely, with its history.
Runs Beside Your CRM
Workely runs alongside Jobber, Housecall Pro, ServiceTitan and Google Calendar. Your CRM stays the system of record.
Invoices Off Finished Jobs
On Front Office, invoices come off finished jobs, so billing starts where the work ended.
WORKFLOWS
Workflows for Operations & Workflows
Capture
Catches each lead from your Workely form
Record
Keeps every lead, quote, and booking in one list
Invoice
On Front Office, turns finished jobs into invoices
To the moon, founders.
We're opening Workely to a small founding pilot of home-service owners. The first 10 owners lock $99/mo for life.