Quote to cash
A quote-to-cash workflow for small service businesses.
Interdatum connects service requests, estimates, deposits, scheduling, job records, invoices, and payments so small operators can move from quote to cash without disconnected tools.
Operational pain
What breaks before Interdatum
- Requests start in forms or messages, estimates happen in spreadsheets, scheduling happens elsewhere, and payments happen through separate links.
- Teams lose context every time the job moves to a new tool.
- Operators cannot see whether a job is requested, quoted, deposited, scheduled, completed, invoiced, or paid from one record.
- Client history becomes fragmented across emails, files, calendars, and payment processors.
Connected workflow
How the flow works
- Capture the request.
- Generate the estimate.
- Collect the deposit.
- Schedule the job.
- Document the work.
- Send the invoice.
- Collect payment and keep records connected.
Best for
Service businesses that need this workflow
- Small service businesses that quote custom or semi-custom work.
- Operators moving from spreadsheets and disconnected tools.
- Teams that need a simple workflow rather than enterprise CRM complexity.
Free onboarding
Want this workflow for your service business?
Create a CRM with email and password, configure your business basics, and start shaping intake, estimates, deposits, scheduling, invoices, and payments around your operation.