Solutions

One configurable system, set up around the way different kinds of work actually move.

Please note: these are example configurations that show how LUCY's stages, records and client status views can be set up. They illustrate how the product is configured. They are not customer results, and the stage names are examples you can change.

Freight and logistics

A job moves from quote to booking, delivery and invoice, and the customer can see where it is.

  1. Enquiry
  2. Quote
  3. Booked
  4. In transit
  5. Delivered
  6. Invoiced
  • Each job is one record holding the customer, dates, route details and attached documents.
  • Tasks and reminders are set at each stage, so nothing waits on someone remembering.
  • The customer opens a status view you control, instead of emailing to ask where a job is.
  • The quote becomes the job and the job becomes the invoice, without re-keying.

Events and project services

An enquiry becomes a proposal, a plan and a delivered event or project, with clients updated as it goes.

  1. Enquiry
  2. Proposal
  3. Confirmed
  4. Planning
  5. Delivery
  6. Follow-up and invoice
  • Bookings, tasks and documents sit on the same record as the client and the proposal.
  • Planning work is tracked as a project, so the team sees what is outstanding.
  • Clients see the status you choose to share, not your whole account.
  • Invoices go out from the same record when the work is done.

Other growing SMEs

Trades, construction, agencies and professional services firms that run on quotes, projects and invoices.

  1. Enquiry
  2. Scope
  3. Quote
  4. Delivery
  5. Handover
  6. Invoice
  • The stages are yours to rename, add or remove, so the system follows your process.
  • Industry modules on the Growth plan add the terms and workflows your sector uses.
  • Records come in from spreadsheets and webhooks, and connect to other tools through Zapier, n8n and Make.
  • Agencies and multi-brand operators can run several organisations from one account.

See how your own work would be set up

Tell us how an enquiry becomes delivered work in your business and we will show you what that looks like in LUCY.

Request a workflow assessment Book a product demonstration