Commercial and operational. Built for more than one team.

Skip hire, logistics, field service and property operations often outgrow the inbox before anyone calls it a systems problem. The customer still expects one clear answer, whichever team picks up the job.

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A white panel van in an industrial unit, with pallet racking behind it.
ExampleJob raised
Account
Trade customer
Job
Site collection
Slot
Tomorrow, AM
Illustrated example of an operational job. Not a real workflow or customer account.

05.1Who touches a job

The customer sees one job. Several people touch it.

An enquiry becomes a quote, a slot, a job sheet and an invoice. Every handoff is a chance to type the same details again.

A walled yard with steel gates, stacked sleepers and a wheelbarrow.

One job, desk by desk

  1. Office

    Takes the enquiry and writes the quote.

    Needs the site, the job and the account in one record

  2. Scheduling

    Fits the job to a vehicle and a crew.

    Needs a slot that matches who is free

  3. Field

    Does the work and confirms it is done.

    Needs a job sheet on a phone

  4. Accounts

    Invoices and chases payment.

    Needs an invoice that matches the job, sent to Xero or QuickBooks

  5. Management

    Watches margin and workload.

    Needs the numbers without rebuilding a spreadsheet

05.2Customer journey

From enquiry to invoice.

Enquiry, quote, schedule, delivery, invoice, report. Founo works on the customer-facing system and the handoffs between teams. The specialist operation stays yours.

The situation this usually fits

  1. 01–02Customer-facing. Routing, portals and quotes without retyping.

    01Enquiry

    Phone, form, portal or trade account.

    Where Founo usually helps: Routing · CRM · Portals

  2. 02Quote / job spec

    Often repetitive data entry.

    Where Founo usually helps: Quote tools · Automation

  3. 03–05Operations. Slots, job sheets and invoices from the same record.

    03Schedule

    Teams, vehicles, slots.

    Where Founo usually helps: Scheduling integrations · Custom tools

  4. 04Deliver

    Field work or logistics.

    Where Founo usually helps: Job sheets · Customer updates

  5. 05Invoice

    Xero/QuickBooks and chasing.

    Where Founo usually helps: Integration · Status portals

  6. 06Reporting. Margin and workload.

    06Report

    Margin, utilisation, pipeline.

    Where Founo usually helps: Dashboards · Data pipelines

A paid invoice feeds the next repeat order

05.3Proof

No case study in this industry yet.

There is no published operational case study on the site yet. The offer is customer-facing systems and workflows, not fleet maintenance or specialist compliance advice.

We improve customer-facing systems and workflows — not fleet maintenance, waste handling regulation or specialist compliance advice.

Published work in other industries

05.4Where to start

Where operators usually start.

Portals, quotes, scheduling and status, built around how customers already try to buy from you.

All services

Tell us where the job gets retyped.

Walk us through one job from enquiry to invoice. That is usually enough to see what a system should carry.

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