CSV

Quote-to-Payment Workflow

The full operating loop — enquiry, site visit, cost, quote, deposit, schedule, purchase, deliver, variations, completion, invoice, payment, review — with the evidence to keep at each step.

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What is inside

Thirteen numbered stages with owner and trigger
The record to keep at each stage
The failure that happens when the stage is skipped

Preview

Step,Stage,Trigger,Record to keep,What goes wrong if skipped
1,Enquiry qualification,First contact,Enquiry note with budget and timescale,You survey jobs that were never going to happen
2,Site visit,Qualified enquiry,Photos measurements and access notes,You price from memory and miss the awkward part
3,Costing,After site visit,Costing sheet with hours and materials,The quote is a guess
4,Quote issued,Costing complete,Dated quote with exclusions and validity,Disputes about what was included
5,Deposit,Quote accepted in writing,Deposit invoice and receipt,You fund the customer's materials
6,Scheduling,Deposit received,Confirmed dates in writing,Two jobs booked for the same week
7,Purchasing,Job scheduled,Order confirmations coded to the job,Margin unknown until too late
8,Delivery of work,Start date,Daily job sheet,No record of delays caused by others
9,Variations,Any change requested,Signed variation with price,Free extra work
10,Completion,Work finished,Completion form and photos,Snagging arguments
11,Invoice,Same day as completion,Invoice with clear terms,Every day of delay adds a day to payment
12,Payment and chasing,Terms elapsed,Reminder log,Invoices age quietly
13,Review and referral,Payment received,Review request sent,No compounding reputation