Cascade
Concierge captures the lead. Cascade takes it the rest of the way — quote, booking, invoice, and payment follow-up — automatically, so a captured enquiry actually becomes cash in the bank.
One flow, no gaps
A real conversation, from the first call to a sent, itemised quote — no keyboard touched.
Customer Aquired
📞
Incoming Call
Sydney Legal Services
Answering automatically...
✓ Call ended — summary logged automatically
Quote Sent
Invoice Sent
CBD MOVERS
INVOICE
No. INV-3087
| Description | Qty | Rate | Amount |
|---|
Subtotal$580.00
GST (10%)$58.00
Total$638.00
Payment due within 7 days. Auto-generated on job completion — reminders sent at 7, 14, and 30 days if unpaid.
SENT
Payment Reminder
14 Days Overdue
Hi J. Alcock, this is a friendly reminder that your invoice from CBD Movers is now overdue. Please settle it using the secure link below.
InvoiceINV-3087
Amount Due$638.00
Melbourne Plumbing Co
QUOTE
No. Q-10482
| Description | Qty | Rate | Amount |
|---|
Subtotal$222.50
GST (10%)$22.25
Total$244.75
Payment due within 7 days of job completion. Quote valid for 7 days from issue.
SENT
Tier 1: Source
A job description becomes a quote — materials, labour, and tax calculated from your template, sent by SMS in under a minute. No calendar or invoicing connection required to start.
Tier 2: Current
Everything in Source, plus automatic booking. The moment a quote's accepted, it flows straight into your calendar — no one has to manually schedule the job.
Tier 3: Settled
Everything in Current, plus invoicing and payment follow-up. The job's done, the invoice sends itself, and unpaid accounts get chased at 7, 14, and 30 days — automatically.