CareFlow Admin

Services

Three core services. All work is approved by you first.

A

Quotes and enquiries

Reply fast so you don’t lose jobs to whoever answered first.

  • Reply to new enquiries during business hours with your pre-approved wording
  • Collect job details and photos, and pass a clean summary to you
  • Chase sent quotes at set intervals (for example 3 days, then 7 days)
  • Keep a simple quote tracker: sent, accepted, declined, no response
B

Invoicing and getting paid

Invoices go out on time. Overdue customers get followed up — consistently.

  • Raise invoices from your job notes or instructions, in your software
  • Send payment reminders and overdue notices on a consistent schedule
  • Keep an overdue invoice list and a weekly ‘who owes what’ summary
  • Basic data entry in Xero, MYOB or QuickBooks, only on your explicit instruction
C

Scheduling and customer communication

Customers know what’s happening. You stop juggling bookings.

  • Calendar management and job bookings
  • Appointment confirmations and ‘on my way’ or reminder messages
  • Reschedules and cancellations
  • Review requests sent after completed jobs

Support services (as needed)

What we don’t do

  • Prepare or lodge BAS, give GST or tax advice, or run payroll
  • Technical, trade or safety advice