Opnixa

Services

Fix the enquiry pipeline first. Expand once it converts.

Most service businesses do not need a full rebuild on day one. We start where revenue is leaking: capture, response, booking, follow-up and visibility. Then we improve the wider system.

Your traffic creates intent. The enquiry pipeline decides whether it converts.

Leak check

Services

Jump to a service

Use this list to scan services quickly, then choose one to ship first.

  1. Lead capture & fast response
  2. Customer records & pipelines
  3. Scheduling & job dispatch
  4. Quoting → job delivery workflow
  5. Invoicing, payments & cashflow
  6. Inventory, POS & orders in sync
  7. Visibility, reporting & reliability

Services

Seven services you can start with

Lead capture & fast response

When this is happening…

Incoming enquiries arrive but follow-up is slow or inconsistent.

What we set up

  • Form and inbox intake mapping
  • Clear responsibility with a backup
  • Daily response checklist

What you’ll see day-to-day

  • Enquiries land in one queue
  • Responsible people pick up tasks quickly
  • Follow-up timing is visible

How you’ll know it’s working: Responsible people can scan the queue and respond without handoff confusion.

Typical tools: Website forms, CRM, shared inbox, calendar.

Lead response setup

Customer records & pipelines

When this is happening…

Customer details are scattered, and your pipeline (where leads sit and what happens next) is hard to trust.

What we set up

  • Field mapping across tools
  • Duplicate detection controls
  • Responsibility notes for updates

What you’ll see day-to-day

  • Teams see one customer profile
  • Updates stay consistent across stages
  • Duplicate records are detected early

How you’ll know it’s working: Teams reference the same customer record and updates stay aligned.

Typical tools: CRM, forms, spreadsheets, team inbox.

Customer records setup

Scheduling & job dispatch

When this is happening…

Bookings are confirmed but handover between booking and dispatch still breaks.

What we set up

  • Booking and calendar sync
  • Dispatch responsibility mapping
  • Status update checkpoints

What you’ll see day-to-day

  • Bookings match available capacity
  • Responsible people for dispatch are clear
  • Status changes stay up to date

How you’ll know it’s working: Handover between booking and dispatch stays clear and schedule updates remain predictable.

Typical tools: Scheduler, dispatch board, calendar, mobile updates.

Scheduling and dispatch setup

Quoting → job delivery workflow

When this is happening…

Quotes get approved but delivery steps still stall.

What we set up

  • Quote approval trigger rules
  • Delivery task handoff map
  • Completion check reminders

What you’ll see day-to-day

  • Approved quotes trigger next actions
  • Teams see clear handoff notes
  • Delivery completion is easier to track

How you’ll know it’s working: Approved work moves into delivery with fewer manual follow-ups.

Typical tools: Quoting tool, job board, task tracker, invoicing.

Quote to delivery setup

Invoicing, payments & cashflow

When this is happening…

Invoices are sent, but payment visibility is patchy.

What we set up

  • Invoice state tracking
  • Reminder schedule automation
  • Collection responsibility dashboard

What you’ll see day-to-day

  • Invoice status is visible daily
  • Reminder timing stays consistent
  • Overdue follow-ups have clear responsible people

How you’ll know it’s working: Invoice follow-up stays steady and collection responsibility is always visible.

Typical tools: Accounting platform, payment gateway, reminder workflows.

Cashflow setup

Inventory, POS & orders in sync

When this is happening…

Stock, POS, and online orders stop matching during busy periods, causing delays and rework.

What we set up

  • Stock and POS field mapping
  • Order mismatch exception queue
  • Responsibility for reconciliation steps

What you’ll see day-to-day

  • Stock views stay more aligned
  • Exceptions are grouped for action
  • Reconciliation steps have one responsible person

How you’ll know it’s working: Stock and order exceptions are easier to spot and resolve each day.

Typical tools: POS, inventory app, ecommerce platform, order board.

Inventory sync setup

Visibility, reporting & reliability

When this is happening…

Work is moving, but it is hard to see what is stuck, overdue, or waiting on someone.

What we set up

  • Daily summary board
  • Priority exception thresholds
  • Weekly reliability checklist

What you’ll see day-to-day

  • Priorities are easier to scan
  • Exceptions appear before escalation
  • Weekly review decisions are faster

How you’ll know it’s working: Daily priorities remain visible and weekly reviews stay focused.

Typical tools: Dashboard, CRM, operations board, team alerts.

Visibility setup

FAQ

It is a quick review of how enquiries arrive, who owns them, how fast they are answered, and where booking or follow-up may be leaking.

We start by helping you convert the intent you already get. Once capture, response, booking and follow-up are working, we can improve the wider system.

Usually not. We keep what works and only recommend a change when the current tool blocks response, booking, follow-up or visibility.

Yes, if the tools allow the right access. We map calls, forms, inboxes, CRM, booking links, SMS, email and accounting tools before recommending the first fix.

The first fix is kept small. We document the process, train the team, and make each owner, next step and follow-up timer clear.

You do. Accounts, billing and data stay under your control, with scoped access and a clear handover.

Most first fixes are scoped to ship quickly. If several tools are involved, we start with the smallest useful lead-handling workflow.

You receive a clear handover with what changed, who runs each step, and what to improve next across quotes, jobs, payments, reviews and reporting.

Your website, how enquiries arrive today, and access to the tools involved once the first fix is scoped.

No. We configure and connect best-fit tools under your accounts. No forced platform and no black-box rebuild.

Tell us what’s slipping

We’ll recommend the first fix and confirm what it takes to ship.

Leak checkSee how it works