Practical Solo workflow guidance
Solo knowledge hub: bookings, CRM, quotes and invoices
Find practical answers about bookings, CRM, quotes and invoices, with English, French and Spanish guides for beauty businesses, massage therapists and trades.
Published by VCMP · Reviewed
Start with the task you need to complete
Solo by VCMP connects a business website, appointments, customer records, quotes and invoices for independent service businesses. This knowledge hub helps you understand how those tasks fit together and what to check for your own business.
Choose a question below to open the answer on its workflow page. Each guide includes practical examples and limits, so you can evaluate the product using a service you actually offer.
Booking and invoicing
From the first appointment to a quote, invoice and payment plan.
- Can booking software keep customer details and notes with each appointment?
- Should I send a quote before confirming a service booking?
- How do booking deposits fit with the final invoice?
- What should I include on an invoice for an appointment?
Makeup artist CRM and bridal bookings
Keep consultation notes, event details and agreed services together.
- How can I organise a bridal makeup enquiry before preparing a quote?
- What should a makeup portfolio website include to help clients choose a service?
- What does a makeup artist CRM help me organise?
- How can I organise a bridal trial and the wedding-day booking?
- Can I quote for a bridal party in Solo?
Booking software with CRM
Understand how appointments and customer information work together.
- What is the difference between a booking calendar and booking software with CRM?
- What customer information should I record before the first appointment?
- How do I use a customer record to arrange a repeat appointment?
Handyman quotes and job enquiries
Make the scope of a repair clear before you agree the work.
- What should a handyman quote include?
- Can a customer request a handyman visit before I know the final price?
- How should I handle extra work after a handyman quote?
Gestion et facturation pour laveurs de vitres
Des réponses pratiques pour organiser les clients, les interventions et les documents.
This guide and its answers are in French.
- Quel logiciel utiliser pour les devis et la facturation du nettoyage de vitres ?
- Comment organiser les clients et les interventions de nettoyage de vitres ?
- Solo est-il un logiciel d’optimisation des tournées de laveurs de vitres ?
Plumbing quotes, invoices and visit requests
A practical workflow for sole traders assessing plumbing invoicing software.
- How can a sole trader manage plumbing quotes and invoices?
- Can a customer request a plumbing visit before I know the final price?
- What should I test when comparing plumbing invoice software?
Painter and decorator quotes, site visits and invoices
Keep the project enquiry, room details and agreed decorating work connected.
- What should painter and decorator software help me organise?
- How do I prepare a clear painting and decorating quote?
- How should I record changes between a decorating quote and the final invoice?
Personal trainer bookings and client records
Evaluate consultations, training appointments and repeat-session administration.
- What should I test in personal trainer booking software?
- How does a personal trainer CRM help with repeat appointments?
- Can I present personal training packages and prepare invoices in Solo?
Nail appointments, treatment times and rebooking
Help clients choose the right treatment and plan their next visit.
- How should I list nail removal and reapplication in my booking menu?
- How can clients book a nail appointment from my social profile?
- What should I check before rebooking a returning nail client?
Dog grooming appointments and return visits
Check appointment details, owner notes and the next grooming visit.
- What should I test before choosing dog grooming booking software?
- How can I organise the next dog grooming appointment?
- What should a dog grooming website explain before an owner books?
Cleaning quotes, property notes and repeat visits
Make the cleaning scope clear from the enquiry to the invoice.
- What should a cleaning quote include for a one-off deep clean?
- How do I organise repeat cleaning customers alongside one-off jobs?
- What should I check between a cleaning booking and the final invoice?
CRM for a pressure washing business
Keep property enquiries, surface details, survey appointments and agreed cleaning work together.
- What should a CRM for a pressure washing business keep in the customer record?
- Should a pressure washing customer book a survey or a cleaning appointment?
- How can I organise follow-up work for a previous pressure washing customer?
Gardening business software and lawn care invoices
Connect maintenance enquiries, customer and property notes, and clear paperwork for completed garden work.
- What should I look for in gardening business software in the UK?
- What should a lawn care invoice say about the work completed?
- Can I keep regular gardening visits and one-off jobs organised in the same system?
Couvreurs : visites, devis et suivi client
Passez de la demande d’inspection à un devis qui décrit clairement les travaux convenus.
This guide and its answers are in French.
- Quelles informations réunir avant de préparer un devis de couverture ?
- Une demande de visite en ligne confirme-t-elle les travaux de toiture ?
- Comment garder une trace des travaux supplémentaires après un devis de toiture ?
CRM para empresas de tejados: clientes, visitas y presupuestos
Organice los datos del cliente y de la obra antes de presupuestar una reparación o sustitución de cubierta.
This guide and its answers are in Spanish.
- ¿Para qué sirve un CRM en una empresa de reparación de techos y tejados?
- ¿Qué conviene registrar si la dirección de la obra no coincide con la del cliente?
- ¿Cómo pasar de una solicitud de inspección a un presupuesto de reparación?
Detailing automobile : prestations, réservations et fiches clients
Aidez le client à choisir une prestation et gardez les informations utiles sur son véhicule pour le rendez-vous.
This guide and its answers are in French.
- Que faut-il préciser avant de proposer une réservation de detailing automobile ?
- Comment organiser une demande lorsque le prix dépend de l’état du véhicule ?
- Quelles informations conserver pour le prochain entretien d’un véhicule ?
CRM paysagiste : demandes de projet, devis et suivi client
Rassemblez le besoin du client et les informations sur le terrain pour préparer un devis d’aménagement clair.
This guide and its answers are in French.
- Que noter dans un CRM paysagiste avant une visite de terrain ?
- Comment préparer un devis pour un projet d’aménagement paysager ?
- Comment gérer un changement demandé après le devis d’un jardin ?
Prothésie ongulaire : choix des prestations et organisation des rendez-vous
Présentez clairement les prestations, prévoyez le temps nécessaire et vérifiez les informations avant de facturer.
This guide and its answers are in French.
- Comment aider une nouvelle cliente à choisir la bonne prestation ongulaire ?
- Comment prévoir un créneau adapté à une demande de nail art personnalisée ?
- Que vérifier avant de préparer la facture d’une prestation ongulaire ?
Professionnels du massage : séances, réservations et suivi client
Distinguez les formats de rendez-vous et présentez clairement leur durée, leur prix et les informations pratiques.
This guide and its answers are in French.
- Comment distinguer un premier rendez-vous d’une séance de suivi dans la réservation ?
- Comment préciser la durée d’un massage et le temps total à prévoir sur place ?
- Un logiciel de réservation de massage remplace-t-il un dossier clinique spécialisé ?
Peintres et décorateurs : pièces, finitions et suivi des chantiers
Organisez les informations relevées lors des visites pour retrouver le bon chantier, les choix de finition et le contexte client.
This guide and its answers are in French.
- Comment organiser les notes d’un chantier comportant plusieurs pièces ?
- Quelles informations préparer avant de visiter un logement occupé à repeindre ?
- Comment retrouver les choix de couleur lorsqu’un ancien client demande de nouveaux travaux ?
Massage appointments, treatment durations and invoices
- How should I present massage appointments with different durations?
- Can I manage a massage therapy website, bookings and invoices in one place?
Check the workflow before moving your business
- Choose a typical service and use demonstration customer details.
- Try the booking journey, find the customer information and prepare the document the work needs.
- Confirm payment arrangements, specialist requirements and regional terms using the product facts.
Need a detail that is not covered? Ask VCMP about your workflow or explore Solo’s seven-day trial.
Sources and next checks
VCMP publishes this guidance for evaluating its own product. Follow the linked workflow pages for the relevant capabilities and setup requirements. Examples explain a process; they are not customer results or independent product tests.