Home Services — Job Order Fulfillment Flow
From customer booking to payment collection — 4 swim lanes, 3 decision points, 7 automated steps
👤 Customer
🖥 Ops / Dispatch
👷 Field Staff
💰 Billing
📲 Submits Booking
Website / GHL Form
⚡ Confirmation SMS
Instant auto-send
GHL
📩 Reminder SMS
Day before job
Airtable
⭐ Review Request SMS
2 hrs after job done
GHL
💳 Customer Pays
Online / Cash
📋 Job Record Created
In Airtable
Zapier
Yes ↓No →
📅 Assign Team
+ Set schedule
👁 Monitor Job Status
Live in Airtable
3–5 ↓1–2 →
📱 Job Details Sent
Checklist included
Airtable
📸 Upload Before Photos
On arrival
🧹 Complete Job
Follow checklist
📸 Upload After Photos
Proof of work
✅ Mark Status → Done
Update in Airtable
⚠️ Manager Alerted
Low rating flagged
🧾 Invoice Auto-Created
Airtable → Zapier
📨 Send Payment Link
To customer
Yes ↓No ↗
✅ Mark Paid — Job Closed
🔔 Overdue Reminder
Auto after 3 days
Airtable