Keep customer work connected
Move from an enquiry to a customer, quote, job, invoice, and payment while retaining links between those records.
Learn more about keep customer work connectedSolutions
One workflow for the work around the work.
See how Nenvik helps trade and service businesses connect website enquiries, quotes, scheduled jobs and invoices, keeping the office and crew together.
Follow the work
Keep each hand-off attached to the same history.
See how the website, office and crew can work from the same customer and job details.
Coordinate scheduled work
Plan jobs in the calendar, check worker availability and assign the crew from the dispatch view.
Learn more about coordinate scheduled workBring website enquiries into the workflow
Manage your business website in Website Studio and turn quote requests into enquiries you can follow through to a job.
Learn more about bring website enquiries into the workflowFit a range of service businesses
The connected record model is designed for trade, maintenance, cleaning, landscaping, construction, and other service workflows without claiming a separate product for each industry.
Learn more about fit a range of service businessesStart with the problem
Find the area that helps with your next hand-off.
Use these guides to see the practical steps. Available controls depend on your plan, role and account setup.
Enquiries lose their context
Capture the request, connect it to the customer and service site, then prepare the quote and create the operational job from accepted work.
Follow the lead-to-job workflow →The scope is unclear at approval
Check the line items, totals and terms before publishing. The customer reviews the published revision, and the response stays with the quote.
Learn how to publish a quote →The office and crew have different plans
Choose the service location, set the schedule and assign eligible team members. Keep job stages and required work records alongside the assignment.
Plan and dispatch a job →On-site details are hard to find later
Assigned workers record time, evidence and completion against the current assignment. The job keeps the context ready for office review.
Record field evidence and time →Customers need the agreed records
Give customers a place to review shared quotes and find published job progress, invoices and documents. They see the records shared with their account.
Explore the customer portal →You need to see how the stages connect
Explore the office, field crew and customer views, then follow the journey from enquiry through quoting, scheduling, on-site work and invoicing.
See the connected job journey →Put your next workflow in motion.
Create your account with a current public offer, verify your email, and begin an eligible trial after activation.