Sales has the signature. Production still needs the selections, measurements, material order and delivery date. Every missing detail is another call—and another chance for the crew to arrive before the job is ready. We connect the information and approvals that turn sold work into a coordinated start.
What the workflow does
- Match the signed scope, measurements, selections and documents to the job. Flag missing items before preparing an order.
- Prepare a material request from approved information. Route quantities, substitutions and prices to the person who approves purchasing.
- Attach the supplier confirmation to the job and compare delivery dates with the planned start.
- Route conflicts to the production owner. After approval, update the agreed schedule and coordinate crew and customer notices.
Keep ownership of the build.
We set up the agreed tools in accounts your business controls. You own the delivered workflows and configuration, and pay providers directly for subscriptions and usage. Ongoing GoodHandoff support is optional.
What your team gets
- Job-readiness checklist and missing-information queue
- Material-request preparation and purchasing approval flow
- Supplier confirmation capture and schedule-conflict review
- Agreed CRM, tracker and calendar updates
- Crew and customer communication rules, testing and operating guide
Where this project starts and stops
Start with one job type, one material-request format and an agreed scheduling destination. Your team approves purchases, substitutions, prices and schedule commitments. Supplier access and available confirmation data determine what can be connected. Automated purchasing and full estimating systems require separate scope.
Straightforward workflow builds start at $1,500. Budget $2,500–$5,000 for broader workflows; complex AI call handling is quoted separately. Where diagnosis is needed before a reliable quote, a $500 assessment maps the process and recommends the next step. Software subscriptions and usage are paid directly by the client.
How we know it is ready for your team
The agreed result must appear on the correct destination record. We test representative inputs, duplicate handling, and failure paths, then document who owns the workflow and how to recover from an exception.
See the process in detail.
Follow a worked example, see the decisions involved and understand what the build needs to get right.
Explore the build guide →