The Complete Business Workflow in Local Business Pro
Understand how a customer interaction flows from first call to paid invoice. The complete automation journey.
Quick Answer: AI answers call → Contact created → Variables collected → Appointment booked → Estimate sent → Customer approves → Job created → Work completed → Invoice sent → Payment received.
The Flow
- AI conversation happens
- Contact created or updated with extracted info
- Variables collected based on offering config
- Appointment booked using offering duration
- Estimate created with line items from offerings
- Customer approves estimate
- Job created with inherited services
- Job completed
- Invoice created and sent
- Payment received, job closed
Frequently Asked Questions
Q: Is all of this automatic?
A: Much of it is automatic or requires minimal manual input because data flows between connected components.
Bizzy Can Do This For You
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"How does the workflow work?"Tags:
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Last updated: February 1, 2025