The story of one client
Priya wants a kitchen extension.
Here's how a building company runs her job in VEXEN, from her first message to the profit it made. Seven steps, one system.
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1Website chat
It starts with a message on your website.
Priya asks for a quote in the chat widget on Oakline Builders' website. The widget takes one line of code to add.
- Live chat on your site
- One line of code
Example data9:41OaklineGet a quoteExtensions built properly. -
2Lead
The chat becomes a lead, already assigned.
VEXEN creates the lead in the pipeline with the conversation attached, and hands it to a salesperson. Nobody copies anything across.
- Auto-assigned
- Pipeline in your trade's words
Example data9:42PipelineOakline BuildersVNew lead from website chatAssigned to Dan OkaforNew enquiry4Site visit3Estimate sent2Won5Priya ShahKitchen extension · 4 × 5 mNew enquirySourceWebsite chatEstimated value$38,000OwnerDODan OkaforNextSite visit · Thu 10:00 -
3Won
Estimate sent. Job won, with an upsell.
After the site visit Dan sends the estimate. Priya adds underfloor heating and accepts, and the deal moves to Won.
- Proposals
- Upsells tracked
Example data16:05Priya ShahKitchen extensionWonEnquirySite visitEstimateWonKitchen extension$38,000Underfloor heating Upsell$3,200Total accepted$41,200Estimate acceptedJob created for the delivery team -
4Delivery
The team picks up the job and does the work.
The won deal becomes a job on the delivery board. The crew sees their tasks, and the office sees where every job is.
- Delivery boards
- Tasks per person
Example data08:12JobsShah · Kitchen extensionWeek 3 of 562% doneFoundationsKMWalls and steelLBRoof and skylightsRTFirst fix electricsKMKitchen fitLB -
5Approval
Priya approves the work in her client portal.
She follows progress, sees the photos, messages the team and signs off the snagging list, all in her own portal. She only sees her own job.
- Client portal
- Approvals and files
Example data19:30Oakline Builders · Client portalYour kitchen extensionSnagging list readyYour approvalAll 9 snagging items fixed. Photos attached.
Approve & sign offAsk a questionDOThanks Priya. Once you sign off we'll book the final clean.
FilesFloor plan.pdf · 2 more -
6Commission
Dan's commission is worked out for him.
The moment the job is won, VEXEN calculates the salesperson's commission at their rate. No end-of-month spreadsheet, no arguments.
- Commission per salesperson
- Owner-only money views
Example data17:20DODan OkaforCommissions · OctoberShah · Kitchen extension$41,200 × 5%$2,060Shah · Kitchen extension$2,060Hale · Loft conversion$1,450Morris · Garden room$910October so far$4,420Dan sees only his own commission -
7Profit
And you see what the job really made.
Revenue, materials, crew time and commission come together into one number: the profit on Priya's job. Then the next chat comes in.
- Profit per client
- Automatic
Example data18:00Profit per clientShah · Kitchen extensionSigned offProfit$8,74021% of $41,200Materials$14,800Crew time$15,600Commission$2,060Profit$8,740New website chat“Do you do loft conversions?”