How Appee works
A simpler path from enquiry to paid job.
Appee keeps the customer story together and gives your team a practical next step at every stage.
Capture the lead
Bring phone and website enquiries into one organised list.
Know the job
Record the customer, site, urgency, scope and useful notes.
Build the quote
Add products, services and payment terms without starting again.
Book and do
Move approved work forward and keep the team aligned.
Invoice and collect
Finish the job with the right paperwork and a clear payment step.
The Appee workflow
Six clear stages. No mystery jobs.
Select a stage to see how Appee turns a busy workday into a repeatable process.
Understand the customer and the work.
Capture the details that help your team scope the job properly and communicate with confidence.
- Customer type, urgency and preferred timing
- Job description, site details and decision maker
- Voice notes when typing is inconvenient
Turn the scope into a professional quote.
Build a clear offer from saved products, services and packages, then apply your preferred terms.
- Reusable price book items
- Deposits and payment terms kept together
- Print-ready customer quote
Follow up instead of hoping.
Keep quoted jobs visible so the next customer conversation happens at the right time.
- See every job waiting for a decision
- Keep quote context beside the customer record
- Move approved work straight to booking
Make approved work ready for the team.
Keep booking details attached to the job so the office and field are working from the same information.
- Clear approved scope and customer details
- Booking status visible across the business
- Less back-and-forth before arrival
Keep the job record useful on site.
Use the customer history, approved requirements and notes as the shared reference while the work gets done.
- Mobile-friendly access to job details
- Requirements and customer information together
- Compliance certificate workflow when required
Close the loop with payment and paperwork.
Create the invoice, keep customer-facing documents together and make completed jobs easy to identify.
- Create an invoice from the job
- Download or print customer documents
- See which work has reached collection
Practical features
Everything your team needs to keep work moving.
Purpose-built tools connect the office, the customer and the job without adding another complicated system.
AI receptionist call capture
When connected, new calls can arrive with the caller, reason, callback preference and transcript ready for action. Return the call or convert it into a job.
Less missed contextWebsite enquiries
Collect web leads in Appee and turn them into jobs without copying the details between systems.
Faster responseCustomers and accounts
Keep residential and commercial contacts, job history and useful customer details easy to find.
One customer viewQuotes and invoices
Create customer-ready documents from the job, then print or save them as PDFs when needed.
Professional paperworkProducts, services and packages
Build a price book your team can reuse to quote common work more quickly and consistently.
Less retypingCompliance certificates
Prepare, save and reproduce compliance paperwork alongside the job details that support it.
Job records togetherMobile-first workflow
Use clear, touch-friendly screens in the office or on site without hunting through dense software.
Built for the workdayVoice assistance
Use supported voice commands to navigate, enter details and build quote requirements when your hands are busy.
Less tappingWhy teams choose Appee
Less chasing. More control.
Appee replaces scattered job information with one shared workflow that is easier to follow.
The office and field team share the same view of what is waiting, approved, booked or complete.
Calls, requirements, notes and documents are easier to find when the customer gets back in touch.
A practical pipeline helps your team focus on moving work forward rather than maintaining a spreadsheet.
Getting started
Set up around the way you already work.
Start with the essentials, bring the team in, then use the workflow on real enquiries.
Add your business
Set your company details, team, quote settings, payment terms and the information used on customer documents.
Build your price book
Add the products, services and common packages your business uses when scoping and quoting work.
Run the workflow
Capture your next enquiry, create the job and move it through each clear stage until collection.
Frequently asked questions
What teams want to know.
Who is Appee built for?
Appee is designed for electrical contractors who want a clearer way to manage enquiries, customers, quotes, active jobs, documents and collection. Its workflow and language are built around how electrical work moves through a business.
Can I use Appee on my phone?
Yes. The interface is mobile-first and uses touch-friendly screens, so it is practical to check customers, jobs and next actions away from the office as well as on desktop.
What does the AI receptionist do?
When the call integration is connected, Appee can show new receptionist calls with information such as the caller, reason, requested callback time and transcript. Your team can return the call and turn it into a job from the same workflow.
Can Appee help us quote consistently?
Yes. Your team can maintain products, services and packages in a shared price book, add them to job requirements and use the saved scope to create a professional customer quote.
Does Appee replace our accounting software?
Appee focuses on the customer and operational workflow from enquiry through quoting, job delivery and collection. Ask during your demo how it should fit alongside the accounting and payment tools your business already uses.
How do we see if Appee fits our business?
Book a walkthrough. We can show the full workflow using the kinds of jobs your team handles and discuss how to set up your business details, team and price book.
Ready to make every job easier to follow?
See how Appee can bring your enquiries, quotes and job workflow together.