The central business brain that connects the modules and shows what needs attention next across the business.
Benefit: Stops the owner having to mentally connect leads, jobs, money and follow-up from different places.
For the owner: Start the day with the next useful actions instead of checking five different places.
- Next action list
- Module health snapshot
- Lead, quote, job and payment reminders
Pulls information from the connected modules into one clear view of what needs attention next.
Stores the business knowledge, documents, decisions, guidance and reusable information that MINDMATRIX needs to understand how the business works.
Benefit: Keeps useful business knowledge available to the whole system instead of trapped in scattered files.
For the owner: Ask better questions, prepare clearer quotes and make faster decisions because the business context is already there.
- Document and decision memory
- Business guidance prompts
- Reusable context for sales and delivery
Gives MINDMATRIX the shared business knowledge it needs to ask better questions, prepare better prompts and support better decisions.
Holds the basic business setup: services, prices, service areas, tone of voice, working rules and the first module path.
Benefit: Gives every other module the same clear understanding of the business.
For the owner: No more explaining the basics again whenever a workflow changes.
- Services, prices, areas and operating rules
- Brand voice and customer promises
- Default public module and account setup decisions
Gives MINDMATRIX the business rules, service shape and defaults it needs to support useful decisions.
Keeps customer records, properties, contact history, preferences, relationships and repeat-work context in one place.
Benefit: Stops customer history living in one person's memory or one message thread.
For the owner: Open one record and understand what has happened, what matters and what comes next.
- Customer and property profiles
- Contact history and relationship notes
- Repeat work and referral context
Keeps customer and property history close to every quote, job and aftercare moment.
Handles new enquiries, channels, lead visibility, first replies and enquiry sorting.
Benefit: Gets calls, WhatsApp messages, website forms, emails and social messages out of scattered channels and into one visible lead flow.
For the owner: Know who needs a reply before the lead has gone cold.
- Website, WhatsApp, phone, email and social intake
- Lead acknowledgement and first-response prompts
- Channel, urgency and missing-detail sorting
Keeps new enquiries visible, acknowledged and ready to handle while the owner is still on the tools.
Handles quote preparation, surveys, estimates, approvals, outcomes and follow-up.
Benefit: Turns vague enquiries into quote-ready work with less chasing.
For the owner: Spend quote time pricing useful details, not hunting for photos, measurements and scope.
- Quote-ready briefs
- Survey and quote approval workflow
- Follow-up prompts while the lead is still warm
Connects enquiry context, quote details, approvals and follow-up into one clear sales path.
Handles people, team capacity, team notes, responsibilities and practical handover.
Benefit: Makes the people side of the workflow visible before work falls between roles.
For the owner: Know who is responsible, who is available, who has been briefed and who is waiting on a decision.
- Team and staff records
- Responsibility and capacity notes
- Handover prompts between sales, admin and site
Keeps capacity, responsibility and handovers clear when work moves between people.
Handles job delivery, visits, work scheduling, site notes, photos, reports, quality checks and completion evidence.
Benefit: Turns job evidence into something the business can use after the work is done.
For the owner: Keep job notes, photos, progress updates and handover details with the job, not buried in chats.
- Job cards and visit notes
- Work schedule and site slots
- Photo evidence and completion reports
- Team briefing and site handover prompts
Keeps job evidence, site notes and handover details connected to the customer and the job record.
Handles deposits, invoices, payment chasing, payment status and simple money signals.
Benefit: Keeps money movement connected to the job and customer record.
For the owner: See what needs to be paid, chased or checked without opening a finance maze.
- Deposit and invoice checkpoints
- Cash flow and overdue prompts
- Finance handover notes for accounting tools
Keeps deposits, invoices and payment chasing connected to the job they belong to.
Handles job proof, photos, reviews, social posts, case notes and website content ideas.
Benefit: Turns completed work into sales proof and useful public content.
For the owner: Use finished jobs as proof without starting from a blank page.
- Proof and review prompts
- Before-and-after content notes
- Website and social post ideas
Turns completed work, photos and customer feedback into useful proof for the next enquiry.
Handles job plans, site appointments, milestones, blockers, responsibilities, dependencies and decisions.
Benefit: Gives longer jobs a clear plan instead of a loose set of reminders.
For the owner: Know which decision, person or material is holding up progress.
- Milestones and dependencies
- Planning meetings and site appointments
- Blockers, decisions and owner notes
- Responsibility and decision logs
Keeps longer jobs moving by making blockers, responsibilities and decisions visible.
Handles materials, tools, suppliers, product images, costs, availability and resource notes.
Benefit: Keeps the practical information needed for delivery close to the job workflow.
For the owner: Stop searching for the same materials, supplier details and product notes again and again.
- Materials and supplier library
- Product images and specification notes
- Materials ordering and supplier links
Keeps materials, supplier details and product information connected to the quotes and jobs that need them.
OH&S, RAMS, compliance records, insurance, licences, and regulatory evidence.
Benefit: Keeps regulatory responsibilities visible instead of buried in folders and reminders.
For the owner: Know which safety or compliance record needs review before it becomes a problem.
- OH&S and RAMS records
- Insurance, licence, and certification notes
- Regulatory review reminders
Keeps safety and compliance evidence close to jobs, people, and customer promises.
Aftercare, support, review chasing, repeat work, and customer success follow-through.
Benefit: Protects the relationship after the job, when reviews, referrals, and repeat work are won.
For the owner: See who needs aftercare, a review request, or a support follow-up.
- Aftercare and support queue
- Review and referral prompts
- Repeat-work and issue follow-through
Keeps support, reviews, referrals, and repeat work visible after delivery.
