FROM ENQUIRY TO COMPLETED JOB
Every stage has an owner, a status and a next action.
The same customer record carries the enquiry, quote, appointment, evidence, materials, completion and follow-up.
SCHÉMA SERVICE
Keep every enquiry, quote, job and follow-up moving.
Schéma Service gives job-based businesses one place to receive enquiries, prepare quotes, schedule work, track status and preserve the full customer history.
THE JOB RECORD
Preserve the details that protect service quality.
01
Quote and approval
Scope, price and customer decision stay attached to the work.
02
Evidence and materials
Photos, notes, files and used items remain with the job.
03
Status and follow-up
The team and customer can see what happened and what comes next.
BUILT FROM THE PLATFORM
The service recipe centres on customers, jobs and operational control.
Customers and Operations carry the job record. Website, Inventory and AI are added according to enquiry intake, materials and reporting needs.
SCHÉMA CORE
Websites
Customers
Operations
Inventory — optional
Schéma AI — optional
Websites · Customers · Operations · Inventory (optional) · Schéma AI (optional)
STARTING SCOPE
Begin with the smallest useful phase.
PHASE 1
Customer & enquiries
CRM, enquiry intake and next actions.
PHASE 2
Jobs & team
Add quotes, job cards, scheduling, files and status.
PHASE 3
Full service operation
Add customer portal, payments, automation, reporting and AI where useful.
JOB-BASED TEAMS
For businesses that move enquiries, quotes or cases through a defined service process.
01
Repairs & workshops
02
Installers & technicians
03
Property services
04
Professional services
05
Creative studios
06
Maintenance teams
PRACTICAL QUESTIONS
Is this only for field technicians?
No. Any business that manages enquiries, quotes, cases, jobs or follow-ups can configure the workflow around its own terminology.
Can customers see progress?
A customer-facing status or portal can be added where it improves the service journey.
Can it connect to invoicing?
Yes, through the appropriate supported route and agreed provider. Regulated provider costs remain separate.
SCHÉMA DIGITAL
Give every enquiry a clear route to completion.
Start with customer and enquiry control, then add quotes, scheduling, job evidence, inventory or a client status route.