Gaudi
Process
Client Onboarding
Run through this every time a new job comes in.
Update Monday.com
Create the item, set status, fill in job details and due dates.
Text the client
Confirm you've received their enquiry and you're on it.
Get all the details
Scope, address, access, materials, any special requirements.
Schedule site visit (if needed)
Lock in a time to assess. Confirm with client via text.
Quote sent
Price confirmed and quote sent to client. Update Monday.com.
Quote accepted
Client has confirmed. Deposit collected if applicable. Job is live.