Case Study
Booking to Quote Automation for a Service-Based Team
A structured Zapier system that connected appointment activity to quotation creation and follow-up, so the team could move from booking request to sales document without chasing data manually.
Book a Systems ConsultationBusiness Context
Service Operations / Finance Automation
Tidylodge needed the first part of its customer journey to feel less manual. Appointment information, order details, quotation creation, and follow-up timing were living across different tools, which made it too easy for the team to lose context or delay the next step.
The build focused on turning that handoff into a cleaner operating flow. Acuity appointment and order data could be captured, joined with the right quotation logic, routed into Odoo, and followed up without the team rebuilding the same admin process each time.
The Problem
The team had customer interest coming in, but the operational step after the booking was too dependent on manual checks. If a quotation needed to be created or reissued, someone had to remember the right timing, confirm the source details, and push the record forward.
What Was Built
• Acuity appointment and order triggers connected into Zapier
• Quotation creation logic routed into Odoo
• A 48-hour quote follow-up and reissue workflow
• WhatsApp handoff support for client-facing communication
Why It Matters
This kind of workflow reduces the quiet gaps that happen between interest and follow-up. The client does not need a team member constantly watching every booking before the next admin step can happen.
Operational Outcomes
• Created a clearer booking-to-quotation handoff
• Reduced repeated manual quote follow-up work
• Prepared the workflow for live end-to-end testing before activation