Leads
Keep new customer enquiries ready for the next conversation.
FIXNIK OS / NEW ZEALAND
Tradie Administration Software for solar installer businesses in New Zealand
A service business needs a repeatable way to move customer requests into work and keep the resulting records usable. For solar installer work, the practical pressure is coordinating installations and customer records. The operational priority is to keep the working record with the customer.
NEW ZEALAND SERVICE WORK
A connected workflow for New Zealand service businesses
Solar Installer businesses commonly manage site quotes, installation schedules and customer handover. Their operational pressure is coordinating installations and customer records, often with solar installation teams needing the same customer and job context.
FixNik OS supports practical New Zealand service-business operations. It is software, not a local trade provider, marketplace or directory.
WORKFLOW WORKFLOW
Keep the working record with the customer
Start with the customer request and check whether a customer record already exists. Keep the agreed work in the job record and retain the related quote or invoice there when enabled, so the next enquiry does not require reconstructing the work from separate paperwork.
Quotes
Prepare clear quotes before work is booked.
Calendar
Plan booked work in a clear business calendar.
Invoices
Keep completed work connected to customer invoices.
IMPLEMENTATION
Keep the working record with the customer
Start with the customer request and check whether a customer record already exists. Keep the agreed work in the job record and retain the related quote or invoice there when enabled, so the next enquiry does not require reconstructing the work from separate paperwork. The selected FixNik OS plan determines which capabilities are enabled.
OUTCOME
What this page helps the business do
The outcome is not a generic list of tools: it is a clearer way to keep day-to-day trade administration connected to customer work for this business, scope and service area.
Operational scenarios
A returning customer brings a new request
When handling site quotes, installation schedules and customer handover: The customer has previous work on record but asks for a different service this time. Review the history, confirm the new scope, and prepare a separate job with the current details while retaining the customer connection.
Clarify the request before booking
An enquiry reaches the business before the scope of work is agreed. Keep the request and contact details together, clarify what is required, and choose the next operational step before promising a booking.
FAQ
Common questions
How does FixNik OS support this selected workflow?
Start with the customer request and check whether a customer record already exists. Keep the agreed work in the job record and retain the related quote or invoice there when enabled, so the next enquiry does not require reconstructing the work from separate paperwork.
Does a service area establish availability for a job?
No. Confirm the service address, requested work and current schedule before accepting a booking. FixNik OS is business software; a geographic software page does not promise trade services, local staff or appointment availability.
Which capabilities are available?
Review the published plan and configured capabilities before starting a trial or subscription.
FIXNIK OS
Bring the workflow together
Start with the available trial and explore the workflow described on this page.