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Business systems

Keep enquiries, quotes and jobsconnected. Your staff stay in control.

A shared place for enquiries, quotes, bookings, invoices and follow-up. Wholeverb prepares your customer workspace around the way your business works, with staff approval where it matters.

Get Started
A customer enquiry workspace with quote scope, a proposed booking, activity and staff access.

A service-enquiry example. Your staff choose the next action.

The customer context stays with the work. From the first enquiry to a completed job and the next visit, your staff keep a clear view of what happens next.

Inside the customer workspace

Inside the workspace

Let your staff handle the next step.

Bring the job context into one workspace. Explore a flooring enquiry through quote, booking, invoice and review preparation, with staff decisions kept visible.

A service-enquiry example. Staff choose and approve the next action.

A customer enquiry record showing the request, service area, staff handoff and response draft.

One connected service

Bring the next job
into focus.

Your website and the work around each enquiry, prepared as one connected service.

The process

The customer workflow,
step by step.

Calls and website requests connect to a customer recordNew customer enquiryReady for staff

A request comes in

Keep the call or form enquiry, service details and staff handoff in one record. Automatic questions stop when staff take over.

A prepared quote awaits staff reviewQuote preparationInterior detailingScopeFull interior cleanPriceStaff to confirmReview before sending

Staff review the quote

Carry the agreed scope into a quote. Staff confirm the price, and approved follow-up stops on a response or resolution.

A proposed calendar visit awaits approvalProposed visitMTWTF67891011121314151617181920Tuesday · 10:00 AMAwaiting approval

The next visit is booked

Keep a proposed time pending until approved. Use the scheduling mode that fits your business, including manual staff booking.

Job information becomes an invoice draft for staff reviewJob completedCustomer record linkedInvoice preparedAgreed work carried forwardInvoice draftReady for staff pricing reviewDraft

The invoice stays connected

Prepare a simple invoice from the job. Payment collection depends on a reviewed, activated provider setup.

Job completion connects to an honest review requestJob marked completeBy your teamReview requestAn honest invitation to share feedbackAudience & timing reviewed

Complete the job and follow through

Staff mark completion. Prepare an honest review request or a return-visit message with the audience, timing and usage reviewed first.

The package

Your website and customer system.
One continuing service.

One location or mobile operation, including your staff

The Wholeverb package

A managed website and a shared place for enquiries, quotes and everyday work, with care that continues after launch.

$249USD / month

No setup fee

Get StartedSee package and billing details

Included in the relationship

  • Business-specific website, content and hosting
  • Website changes and ongoing SEO
  • Care of an existing Google profile, after access
  • Customer records, quotes and simple invoices
  • Business number, texts and approved follow-up
  • Useful scheduling, team access and support

Calling and texting allowances and extra-use rates are confirmed before activation. Your first payment starts setup; the next payment follows one month after the tested launch.

Human control

Prepared around your work.
Decisions stay with your team.

Keep your existing tools or discuss a switch. We prepare the workspace and review the setup, with clear responsibility for each next step.

WholeverbWe prepare and reviewYour teamYou decide and approve
Customer communicationWholeverb prepares acknowledgement, basic questions and approved follow-up.Your staff choose the next action and take over conversations.
Quotes and jobsThe workspace keeps those details with the same customer record.Staff confirm scope, pricing and the booking decision.
Messaging programmesWholeverb prepares editable templates and the reviewed setup.You review audience, timing and usage before activation.
Existing tools and recordsImports are checked before entry; they do not send messages.You choose what stays and provide the appropriate access.
Team accessSetup includes appropriate permissions for each role.Owner, office and technician responsibilities stay distinct.
How setup works

Keep your existing tools.
Imports are reviewed first.

On smaller screens, scroll the table to compare both responsibilities.

The work

Practical work, up close.

Software and websites you can inspect, with the scope and current state made clear.

Summer Program OS is a seeded internal demonstration. Alum and Church Street show website design previews.

Before we begin

Practical
questions.

Can I keep the tools I already use?

Yes. You can keep your existing software and use Wholeverb alongside it. Selected standard integrations may follow; a custom connection to every tool is not included as a promise.

Do I have to use online booking?

No. Scheduling is optional. You can keep an external calendar, use enquiry forms, have staff book manually, or prepare online booking when it is useful. A pending request is kept separate from a confirmed appointment.

What happens when someone calls?

The planned business number forwards calls to your existing phone. Texts are handled in Wholeverb. Missed-call follow-up can acknowledge the enquiry, collect basic details and notify staff after the communications setup is ready and tested.

Who approves quotes and appointments?

Your staff keep control of the scope, price and booking decisions. Quote follow-up stops when a customer responds or the enquiry is resolved. Appointment changes stay subject to staff approval.

Can existing customer records be imported?

Imports go through field matching, duplicate checks and review before entry. Importing records does not send messages, and an imported list does not by itself establish permission to contact people.

Can my team have separate access?

Setup includes reviewing separate owner, office and technician access, with permissions suited to the work each person needs to do.

How are payments and messaging activated?

Each service goes through reviewed setup before activation. Payment collection depends on the chosen provider and account. Messaging needs the appropriate recipient permissions and review of audience, timing and usage. Review requests invite honest feedback without selecting people by expected positive sentiment.

Is Business Systems a separate subscription?

No. It is part of the single $249/month Wholeverb package. There is no setup fee. Calling and messaging allowances and extra-usage rates will be confirmed before activation.

When does the live month begin?

Your first payment starts setup. After you approve the website preview, Wholeverb tests the website and core communications. The live month begins when those essentials work and have been tested; the next payment is one month after that launch point. Optional calendar or payment activation does not delay it.

Another question? Get in touch with Wholeverb

Start your project

Ready to get
started?

Choose a website direction and tell us about your business.