Go from quote to job to invoice without retyping anything. Keep one connected record, catch jobs that never got billed, and track unpaid invoices each week.

Author
Maxime Lavoie
Co-founder and COO, Alori
Maxime Lavoie is Alori's co-founder and COO. Leads marketing, sales, customer setup and operations, and writes about running operations, sales and agency work.
As VP Operations at Goodfood, Maxime built the operations behind more than $100M in sales in 3 years. Before that: Deloitte, and more than 25 ERP rollouts.
LinkedIn ↗Posts by Maxime
Signs your service business has outgrown spreadsheets and the office whiteboard, and a step-by-step plan to replace them without disrupting your team.
What to do before you cancel a software subscription: export your data, check contracts and auto-renewals, run both tools in parallel, and plan the cutover.
What lead qualification is, how the BANT framework works, the questions to ask about budget, authority, need and timeline, and when MEDDIC fits better.
Build recurring revenue for agencies by turning one-off projects into monthly fees for client apps you host, support and improve for local service businesses.
A list of discovery call questions for service businesses, why each one matters, and how to turn the owner's answers into a first app description for Alori.
Deliver a client app in a week with this day-by-day plan: discovery, a first build on the call, revisions, staff onboarding and launch on the client's domain.
The best local niches for agencies selling custom apps: cleaning, landscaping, HVAC, plumbing, roofing, auto repair and salons, and what makes each a fit.
A guide to maintaining client apps: scoping change requests, logging them, testing on a copy, publishing safely, rolling back and handling support for clients.
A client onboarding process for agencies: the steps from signed deal to first result, a questionnaire, a kickoff meeting agenda and a checklist to copy.
A statement of work (SOW) template for agency, software and consulting projects, with what each section covers, a filled-in example and tips.
Alori vs Jobber compared: rented field service software versus the all-in-one app for service businesses, and an honest look at when each one wins.
Alori vs Housecall Pro compared: home service software with booking and payments versus an app you shape, and when each one is the better pick.
Alori vs ServiceTitan compared: enterprise field service software versus the all-in-one app for service businesses, and when each one wins.
Alori vs Odoo compared: an all-apps business suite versus an app built for service companies, with an honest look at when each one fits a trades business.
Alori vs QuickBooks compared: what accounting software does for a trades business, what an app for quotes, scheduling and jobs does, and when you want both.
Odoo vs Zoho for a service business, with Alori as a third option: compare broad suites, connected products and one app shaped around your shop.
Alori vs Zoho compared: Zoho CRM, Zoho FSM and Zoho One versus the all-in-one app for service businesses, and when each one fits a trades company.
Alori vs Odoo for consulting and IT firms: per-user suite pricing or unlimited users, an implementation or a ready app, and when each one fits.

















