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Every piece of work in Menaia travels the same path, from the first time you hear about a customer to the moment you get paid. Understanding this flow is the fastest way to feel at home — once you know the stages, you’ll always know where you are and what comes next.
Work moves in one direction, but it’s never a one-way street. You can reopen an estimate, reschedule a job, or update a client at any point. The flow below is the happy path — the typical journey when everything goes smoothly.

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The journey at a glance

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The stages, one by one

1

Lead — someone's interested

A new inquiry comes in and becomes a Lead. This is a potential customer who hasn’t bought yet. Your team captures their details and starts working to win the job.
2

Client & Property — get them set up

As the Lead turns into real business, you connect it to a Client (the customer) and a Property (the address where the work happens). This keeps everything tied to the right person and place.
3

Estimate — price the work

Using the Calculator, you build an Estimate — an itemized breakdown of the work and its price. The Calculator handles the math; you describe the job accurately.
4

Proposal — share it with the customer

Turn the Estimate into a Proposal — the clean, customer-facing version — and send it for the customer to review and accept.
5

Sold — the customer says yes

When the customer accepts the proposal online, the estimate is marked Sold automatically. If they say yes outside the app — over the phone or in person — you mark it Sold yourself. Either way, that’s the signal that this is now real, won work ready to be done.
6

Job — do the work

The sold estimate becomes a Job. You put it on the Schedule, assign a crew, and the team gets it done. As they work, time is tracked with Shifts.
7

Invoice — get paid

Once the Job is complete, you send an Invoice for the work and track it through to payment.

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Why the flow matters

Because every stage links to the next, anyone on your team can pick up where someone else left off. A salesperson builds the estimate, a coordinator schedules the job, a crew leader logs the hours, and an admin sends the invoice — all looking at the same connected record.
Lost track of where something stands? Open the Client to see their full history, or check the relevant list — Estimates, Jobs, or Invoices — and the status tells you exactly which stage the work is in.

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Where to go next

Core concepts

Get the plain-language definitions behind each stage.

Create an estimate

Jump into the Calculator and build your first estimate.