SERVICE BUSINESSES · COMING SOON
The job is finished. Has it been invoiced?
The answer may sit in another system. HoWA Business will match job, customer and finance records so the team can check delivery and payment together.
Before the visit
Review open enquiries and quotes. See who owns the follow-up and how long it has been waiting.
After the work
Check for completion records and the invoice linked to each job. Identify missing or inconsistent records before contacting a customer.
Before renewal
Review the contract, costs and history. Prepare calculations for the person responsible for the renewal price.
Example: the completed-job review
- Reads
- Job status, customer details, completion evidence, invoices and payments.
- Checks
- Missing evidence, unmatched invoices and agreed follow-up dates.
- Produces
- A list for operations and draft correspondence for review.
- Leaves with people
- Disputes, uncertain matches, pricing changes and other agreed approvals.
A missing invoice link is a reason to check the records. It does not prove that the customer has not paid.
Bring the report you rebuild every week.
Tell us which systems it uses, who prepares it and what the team needs from it.
HoWA Business is coming soon.
Business has its own account and agreement. Becoming a provider or partner in HoWA Home or Living is a separate choice.