Workflow
Flow from Quote to Cash effortlessly.
From the first phone call to the final invoice—a seamless process that eliminates admin work.
The Perfect Lifecycle
How a job moves through Intrflex
Capture & Quote
Input lead details and generate a tiered quote in minutes. Send via email/SMS for instant approval.
Schedule & Dispatch
Drag the approved job onto the calendar. Crews get notified instantly with route and job details.
Execute & Log
Technicians clock in, complete checklists, upload photos, and capture client signatures on-site.
Invoice & Paid
Turn the job sheet into an invoice with one click. Send to Xero/QuickBooks and get paid faster.
Real-world example
A day in the life
See how a typical job flows through the platform in real time.
Job snapshot
24 Oak Street - Boiler replacement
Why switch?
Chaos vs Control
The difference between manual admin and automated workflows.
Manual Process
- - Paper job sheets lost in vans
- - Chasing crews for updates
- - Late invoicing (days/weeks delay)
- - Double entry into accounting
Intrflex Workflow
- + Digital records instantly synced
- + Live status visibility
- + Invoice sent upon completion
- + One-click sync to Xero/QuickBooks
Ready to streamline your day?
See the workflow in action with a personalized demo.