5 stages · From enquiry to payment

From enquiry to collected revenue.

SwiftQuote helps trades businesses capture opportunities, keep following up, quote faster, convert customers and collect the revenue already being generated.

The five-stage recovery flow

Each stage closes another gap between customer demand and money reaching the business.

STEP 01

Capture the opportunity

Missed calls, WhatsApp enquiries, website leads and after-hours requests have somewhere to go instead of disappearing into missed notifications.

New opportunity detected
Source — missed call
Customer — Mrs Dlamini
Status — awaiting response
One opportunity pipeline— Keep new demand visible

Every opportunity can enter one workflow so there is a visible next step instead of relying on someone remembering to respond.

STEP 02

Follow up before it disappears

Open opportunities and unanswered quotes can move through configured follow-up workflows while you are busy on site.

Follow-up scheduled
Day 2 — customer reminder
Day 5 — second follow-up
Day 10 — final follow-up
Follow-up workflow— Keep the next action visible

The point is simple: keep good prospects moving without making the owner remember every callback manually.

STEP 03

Quote it quickly

Turn a plain-English job description into a professional, itemised quote and review the suggested rates before it leaves your hands.

Generating quote…
✓ Labour — geyser swap R1,400
✓ 150L geyser R4,800
✓ Pressure valve R 280
AI-assisted quoting— From job description to quote

Voice input, free-text descriptions, editable line items, VAT fields and trade-specific pricing workflows reduce the time between enquiry and quote.

STEP 04

Convert the customer

Give the customer a clear route to accept the quote, book the work and pay a deposit when the job requires one.

Quote sent to +27 82 *** 4391
Customer viewed · 09:14
Customer accepted · 09:17
Deposit request ready
One-tap approval— Move from quote to booked job

Approval links and payment requests reduce friction between "I want it" and a committed booking.

STEP 05

Collect the revenue

Once the work is booked and completed, issue the invoice, keep payment status visible and follow up on outstanding balances.

Job #1042 — Completed
Invoice issued — R8,500
Payment received — R8,500
Revenue recovered ✓
Revenue recovered— Opportunity → collected payment

The recovery flow ends where the customer revenue reaches the business — not when the quote gets sent.

Revenue recovery at a glance

Enquiry
Demand captured
→
Follow-up
Opportunity stays active
→
Quote
Clear offer
→
Approval
Customer says yes
→
Payment
Revenue collected

What makes the flow useful

The product story is not five disconnected features. They are mechanisms for keeping the same opportunity moving.

Revenue leakage is visible

Missed, open and outstanding opportunities become part of the workflow instead of remaining hidden in disconnected messages and notes.

The recovery actions are connected

Capture, follow-up, quoting, approval and payment are presented as one continuous customer journey.

The business keeps the relationship

SwiftQuote supports the workflow while customer communication and payment remain connected to the trades business.

The outcome can be measured

Recovered revenue can be associated with the opportunities and actions that moved the customer forward.

Founding businesses

See where your revenue is leaking.

For founding businesses, the recovery programme is built around recovered revenue rather than an upfront recovery subscription.

Talk about revenue recovery