One workflow, from enquiry to getting paid
LocalGrowth Suite connects every stage of a job so nothing has to be re-entered, re-explained or chased down separately.
- 1
New enquiry
Enquiry captured automatically
- 2
Quote accepted
Quote sent and accepted online
- 3
Job scheduled
Job scheduled to your team
- 4
Invoice paid
Invoice raised and paid online
1. An enquiry comes in
A customer submits an enquiry through your LocalGrowth business website, a public form, or gets added directly by your team. It lands as a lead in your CRM — no copying details out of an email by hand.
2. You send a quote
Build an itemised quote from the enquiry — AI can help draft the first version, which your team reviews before sending. The customer receives a secure link and accepts it online.
3. The job gets scheduled
An accepted quote becomes a job. Assign it to a team member, book the visit, and keep everyone's diary in one place instead of split across a paper pad and a phone calendar.
4. Work happens, and you record it
Track what happened on each visit against the job, so the history is there the next time this customer gets in touch — not lost in someone's memory.
5. You invoice and get paid
Raise the invoice from the completed job and take payment online through your preferred payment provider. The payment record stays attached to the job, so your books and your job history never disagree.
6. The customer can see it all
Through the customer portal, your customer can review their quote, check their invoice and message your team — without needing an account or a password.
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