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Our product is a game-changer for tradespeople, addressing critical pain points that have long plagued their businesses. We understand the challenges they face, particularly in sales and customer management, which led us to develop a solution that revolutionizes their daily operations.
With our product, tradies can effortlessly create and manage invoices, track unpaid ones, generate professional quotes and marketing materials, and keep tabs on ongoing jobs. This simplifies their workflow, ensuring that they never forget to send invoices promptly, thereby optimizing cash flow. Additionally, our innovative approach minimizes the hassle of chasing unpaid invoices, allowing tradespeople to focus on their core work.
The impact has been significant, not only in resolving these issues but also in the profitability it has brought to the market. Tradespeople now have a user-friendly, all-in-one tool that enhances their professionalism, increases their chances of securing jobs, and boosts overall efficiency.
This platform map is a simplified version that illustrates the fundamental branching points of the website.
Users have the flexibility to seamlessly switch between different views on the Client page. One of these views is the Funnel View, which visually represents the active clients within the sales funnel of the system. Tradespeople can engage with the displayed information by simply dragging and dropping the corresponding elements.
Our research indicated that Tradespeople have diverse preferences when it comes to their calendars. Consequently, I've developed three distinct calendar views - daily, weekly, and monthly. Users can effortlessly engage with these calendars, and each event type is color-coded to align with the respective sales stages for a more intuitive experience.
The email system encompasses all the features typically found in standard email software solutions. In addition to these standard functionalities, I've incorporated some extra features, such as the "Set Aside" and "Reply Later" categories. Custom logic has been integrated to ensure that users never overlook important tasks and to enhance their overall productivity.
Invoicing and invoice statistics hold significant importance for Tradespeople. Our research has revealed that individuals perform distinct tasks based on the client's position within the sales funnel and the status of the invoice. Users can execute various actions within the system corresponding to specific sales stages and invoicing tags (such as sent, pending, and overdue), optimizing their workflow based on these criteria.
I've created a streamlined onboarding process that captures essential user data efficiently. Subsequently, we store this data in contexts where it holds relevance. For instance, when users complete their first invoice, we automatically save their business information. To further enhance system flexibility, users have the ability to edit all their details within the various settings options as needed.
Tradespeople's clients have the capability to engage with the quotes they receive. They can choose to accept, decline, or provide comments and request modifications on these documents, fostering a collaborative and interactive process.
We introduced the payments functionality to enhance the convenience and accessibility of the payment process for both parties. Rather than relying on Stripe, which typically requires tradespeople to complete nearly 60 data fields for verification, I proposed an alternative approach. As a result, we successfully reduced and simplified the required data entries to just 10, streamlining the process.
