odel-labs

yixxoo

Captured from yixxoo. The business in the screens is invented.

The last job finishes at 6pm, and the invoice still has not gone out.

  1. Overnight it drafts a reply to each enquiry, in the business’s own words.

    Every draft shows what it was written from: the job sheet, the thread it answers, the quote it chases.

    The enquiries screen for an invented joinery firm: replies drafted to 5 enquiries, each with its customer and subject, marked approved or ready to approve.

  2. Payments that came in are matched to their invoices, and what is still owed comes down.

    Each payment is set against a named invoice before it is put in front of you to approve.

    The payments screen: 5 payments cleared overnight, each settling a named invoice, with the total cleared and the amount still overdue.

  3. New reviews are read, and the one that needs you is put first.

    Reviews are sorted into needs you, needs a review and ready to approve.

    The reviews screen: 10 new reviews, with a 2 star review placed first as the one that needs you.

  4. Jobs are pencilled into the week, and none is confirmed to a customer until you approve it.

    The week is written as drafts, and one approval confirms it.

    The diary screen: 7 jobs pencilled into Thursday, Friday and Saturday, none confirmed to a customer, and one button to approve the week.

  5. Nothing is sent until you approve it.

    A reply to a low rating is held by rule, and replies are drafted in your voice, learned from ones you wrote.

    One held reply in full: a reply drafted to a 2 star review, held by rule until it is approved and sent.

What next

If the paperwork is being done after the work, that is the first module.

Start the intake