Capture the estimate
Record an already-issued estimate and link back to the original. Keep its next action and due date together.
AFTER THE QUOTE. BEFORE THE JOB.
Good estimates
deserve a
clear next step.
Keep issued estimates, due follow-ups and supporting evidence in one working queue. Give the handoff the same attention you give the job.
For project-based service businesses. Current workflow uses manual evidence and human follow-up.
ISSUED ESTIMATENEXT ACTIONSUPPORTING EVIDENCEREVIEWED HANDOFF
The working process
The quote is sent.
Keep the thread.
Customer conversations, booking details and deposit reports often live in different places. FusionClaw keeps a case record and next action alongside links to the evidence.
Work the due queue
Refresh due work, claim a follow-up and handle the actual customer conversation through your existing tools.
Retain the evidence
Record what happened with a supporting link. Case history keeps the update, state and evidence together.
Review the handoff
Track acceptance, booking or an owner-reported deposit. Review missing information before the work moves on.
A focused workspace
Less hunting.
A clearer review.
Start with work you have already quoted. Keep your estimate system and communication tools, and use the case record to coordinate what comes next.
Open estimate cases ↗Existing workspace access required.
The source stays close
Original estimate link, amount, current stage, next action and due date. Updates include a supporting evidence link.
Claim before acting
Due follow-ups enter a working queue. A person claims the task and records the actual outcome. An expired claim goes to review rather than an automatic resend.
Know what was recorded
Review the sequence of case updates and their evidence. An owner-reported deposit remains a report, not a verified payment collection.
Keep the distinction clear
The record supports
the decision.
The current workspace organizes human work. It does not send customer messages, book appointments, collect payments or independently verify evidence.
Your team supplies the facts
Record real customer responses and supporting links. A state change does not prove that the underlying event occurred.
Your tools carry the conversation
Follow-up happens through your existing authorized channels. No outbound connector is included in this workflow.
Your process sets the scope
A managed implementation needs an agreed source system, process owner and acceptance criteria. There is no self-serve service checkout on this page.
START WITH THE WORK YOU ALREADY HAVE
Where do your
estimates get stuck?
Bring your current process, the systems you use and the handoff you want to improve. We can scope an estimate follow-through engagement around that workflow.
Discuss the workflow with Rob ↗Before you start.
Will it contact customers for me?
No. The current queue supports human follow-up and evidence recording. Customer communications remain in your existing tools.
Does a deposit status mean money was collected?
No. Deposit reports are entered by the owner with a supporting link. They are not Stripe-verified collections or reconciled bank receipts.
Do I need to replace my CRM?
The workflow links to your original estimate and evidence. A prospective engagement begins by checking whether this adds value to your existing process and what, if any, integration is needed.
Can I inspect the underlying software?
Yes. The broader MIT-licensed foundation remains available in the source repository. Those additional modules are separate from this focused service scope.