Use cases
Real operating workflows for service businesses.
See how Interdatum helps operators win leads, communicate, quote, dispatch, document, track profit, automate follow-up, invoice, and get paid without stitching together disconnected tools.
Deposits
Collect a deposit before you reserve crew time
Set the deposit requirement on each estimate, collect it through the client portal, and schedule the job once the work is approved and secured.
Read the use case →Service intake
Turn website requests into quote-ready job records
Build a different intake form for each service and collect the measurements, photos, access details, timing, and scope your team needs to quote the work.
Read the use case →Client portal
Give clients one place to review and pay for service work
Keep estimates, approvals, deposits, invoices, payments, photos, file activity, and completed records together in a branded client portal.
Read the use case →Connected operations
Run the whole service job from one file
Connect the lead, request, estimate, approval, schedule, field record, invoice, and payment without recreating the job in a new tool at every stage.
Read the use case →Spreadsheet replacement
Move active service jobs out of spreadsheets
Replace status columns and copied customer details with live files that connect intake, estimates, schedules, field updates, invoices, and payments.
Read the use case →Job documentation
Keep job photos with the work they document
Store before-and-after photos, notes, documents, estimates, invoices, and file activity together instead of leaving proof of work on worker phones.
Read the use case →Phone and text
Keep calls and direct client texts in the CRM
Use a provisioned business number for calls, direct SMS, voicemail, recordings, transcripts, campaigns, and team call oversight with client context attached.
Read the use case →Flexible dispatch
Offer open jobs to an on-call worker pool
Combine planned assignments with claimable work by checking availability, releasing a job to the pool, sending offers, and recording who accepts it.
Read the use case →Job profitability
See what each service job is expected to earn
Compare estimated and actual revenue, labour, on-call payouts, and other costs on the same file used to run and invoice the job.
Read the use case →Changing scope
Handle revised scope and additional work on the same file
Create replacement revisions, additional estimates, and multiple invoices while preserving which documents were sent, accepted, replaced, voided, and paid.
Read the use case →Workflow automation
Automate repeatable follow-up and booking work
Build visual workflows that respond to intake, messages, booking changes, campaign activity, or schedules using the client and job data already in Interdatum.
Read the use case →