This page explains how CloseBoard is meant to be used by an operator. It covers the core workflow from quote creation through payment, follow-up, scheduling, and handoff. If you are trying to understand how the system should run in practice, start here.
CloseBoard is the operator layer between incoming demand and completed work. It keeps the commercial part of the job, quote, approval, payment, and follow-up, connected to the delivery part, schedule, notes, access, and handoff.
The operator flow is straightforward. Build the quote, send the client page, track whether the client approved and paid, follow up if they stall, then move the work into scheduling and delivery.
Open a new quote or update an existing lead with the details needed to make the offer clear and sendable.
Each quote can expose a secure public page. Send that link to the client instead of sending screenshots or manually retyping the offer.
Do not treat approval and payment as the same thing. The commercial state of the quote changes in stages.
sent, the client received the linkapproved, the client accepted the quotedeposit_paid, money landed and the booking is commercially realIf the client does not move, use CloseBoard to send the next touchpoint instead of letting the quote drift into random chats.
Once payment lands, the quote should move toward execution. Confirm timing, access details, and internal notes so delivery is not working from scraps.
Still being prepared. Not ready to send.
Client has the quote link. Waiting for review or response.
Client accepted the quote, but payment may still be outstanding.
Commercial commitment is real. This is the handoff point toward booking and delivery.
The quote needs operator attention because the client has stalled or gone quiet.
The job finished, or the issue around it has been handled.
Check new leads, finish draft quotes, and send anything ready to go.
Review approved-but-unpaid quotes and send follow-ups where needed.
Move paid quotes into scheduling and confirm any missing delivery details.
Leave clean notes and queue the next follow-up instead of trusting memory.
The public-facing product page.
This documentation page in its public form.
The page the client uses to review, approve, and pay.
Send the secure quote link from that quote record. That is the intended client entry point.
Resend by the same channel or switch channel. Email and WhatsApp both matter because clients do not all answer in the same place.
Treat it as an active follow-up state. Approval means interest. Payment means the booking is real.
Because the quote, payment state, client messages, and handoff notes are part of the same job. Splitting them creates avoidable mistakes.