Dorsera CRM — Services
Quote and job tracking for your service business.
Collect incoming requests, send quotes, deliver the job, and manage everything through to collection from one center.
Services — Job & Collection Tracking
Job & Collection Tracking
10%
22
Open Requests
7%
13
Pending Quote
5%
9
Ongoing Jobs
16%
6
Collected
| Job | Status | Owner | Last Action | Date |
|---|---|---|---|---|
| Website revamp | Quote | Team 1 | ||
| Consulting package | In progress | Selin K. | ||
| Maintenance contract | New | Unassigned | ||
| Installation job | Invoiced | Team 2 |
Monthly Job Funnel
Request
Quote
Job
Invoice
Sounds familiar?
In service businesses, the process falls apart easily:
✗ Incoming requests are scattered across phone, WhatsApp, and email.
✗ Quotes that are sent out aren’t tracked, and their stage is unclear.
✗ The status of ongoing jobs isn’t clearly visible.
✗ Invoicing and collection for delivered jobs falls behind.
✗ The manager has no clear visibility into jobs and revenue.
From request to quote, from job to collection.
01
Collect the request
All incoming requests are collected in one pool.
02
Send a quote
A freeform, line-item quote is prepared and sent to the customer.
03
Run the job
Accepted work is assigned to an owner and tracked.
04
Deliver
The job is completed and a delivery record is created.
05
Invoice & collect
Delivered work is invoiced; collection is tracked.
Modules built for service operations
01
Request management
Collect and qualify all incoming requests in one pool.
02
Freeform quotes
Prepare line-item, freeform quotes; no fixed catalog required.
03
Job tracking
Follow accepted jobs stage by stage.
04
Delivery record
Log the delivery of completed jobs.
05
Invoice & collection
Track the collection of invoiced work on one screen.
06
Revenue reports
Measure revenue by job and customer.
Your language, our structure.
Screens come with your sector’s terminology.
AT DORSERA
IN YOUR LANGUAGE
Request
Request
Contact
Customer
Assignment
Owner
Interest
Service
Outcome
Job / Invoice
Frequently asked.
We don’t have a fixed product catalog, does that work?
Yes. The Services edition works freeform; you can build every quote freely, line by line and amount by amount.
Can we track a job’s collection too?
Yes. Delivered work is invoiced, and collection status is visible on one screen.
Can we manage different types of services?
Yes. Thanks to the freeform structure, you can manage different service types in the same flow.
How does the pilot process work?
We first map out your workflow together, then start with a controlled pilot.