Clients
Keep customer details and service history connected to work.
FIXNIK OS / NEW ZEALAND
Lead to Client Workflow for tiler businesses in New Zealand
A service business needs a repeatable way to move customer requests into work and keep the resulting records usable. For tiler work, the practical pressure is tracking customer details beside each installation. The operational priority is to qualify a request before creating work.
NEW ZEALAND SERVICE WORK
A connected workflow for New Zealand service businesses
Tiler businesses commonly manage site measurements, material-led quotes and installation jobs. Their operational pressure is tracking customer details beside each installation, often with an installation crew 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
Qualify a request before creating work
Record the enquiry and contact details, update the lead status after the conversation, then convert a qualified lead into a client. Create a job when there is agreed work to organise.
Quotes
Prepare clear quotes before work is booked.
Jobs
Keep service work and customer context together.
Invoices
Keep completed work connected to customer invoices.
IMPLEMENTATION
Qualify a request before creating work
Record the enquiry and contact details, update the lead status after the conversation, then convert a qualified lead into a client. Create a job when there is agreed work to organise. 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 qualified customer work ready as a client record for this business, scope and service area.
Operational scenarios
The requested service is still unclear
When handling site measurements, material-led quotes and installation jobs: An enquiry includes contact details but insufficient information to prepare work. Keep it in the lead workflow, record the outcome of the follow-up conversation, and qualify the request before creating a client or job.
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?
Record the enquiry and contact details, update the lead status after the conversation, then convert a qualified lead into a client. Create a job when there is agreed work to organise.
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
Organise the next operational step
Start with the available trial and explore the workflow described on this page.