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Good morning, Alex 👋
3 items need your attention today
Revenue
£9,840
↑ 14%
Unpaid
£3,200
2 invoices
Booked
18
This week
Pipeline
£41k
7 deals
Revenue April 2026
↑ 14% vs MarchUpcoming
Strategy Call
10:00 AMDesign Review
2:30 PMNeeds attention
Acme Corp
Invoice overdueNexus Ltd
Deal going coldPick your business type.
Just a few examples, WhizziQ works for any service-based business.
WhizziQ flags that today's bookings total £380 in expected revenue. One client is a repeat with a gap since her last visit. You're ready before anyone walks through the door.
After the appointment, you tap "Send Invoice" and a Stripe payment link goes straight to her phone. She pays in under a minute. No card machine awkwardness. No chasing.
Your aftercare message goes out automatically an hour after the appointment. WhizziQ follows up with a gentle review nudge. You're building trust while doing your next client.
Revenue is 22% below last month at this point. WhizziQ surfaces the gap so you can post a flash offer, nudge lapsed clients, or push your booking link, before the month is lost.
Every appointment logged. Every payment tracked. Your CRM updated. Tomorrow's schedule visible. You close the app knowing nothing slipped through.
WhizziQ shows three active matters in different stages, one awaiting documents, one in negotiation, one ready to close. You know exactly where to focus before the day starts.
A new client books a consultation via your link. WhizziQ logs the intake automatically and starts a matter file. You open the session already knowing their context.
Matter closed. You open WhizziQ, select the client, add your time entries, and send. The invoice goes out with a payment link. No spreadsheets. No forgotten billable hours.
A prospect submits a form on your booking page. WhizziQ creates a contact, adds them to your pipeline, and sets a follow-up task for tomorrow morning automatically.
Your dashboard shows retainer clients by status, hours used, and renewal dates. Nothing falls through the cracks. You head home with a clear picture of next week.
Your crew's schedule is set. WhizziQ shows which jobs are confirmed, which clients are recurring, and where the day starts. Everyone knows where to be before you say a word.
The team marks a job complete. WhizziQ generates and sends the invoice to the client instantly. No manual write-ups. No end-of-day admin pile.
The client pays online. They receive a receipt and a soft nudge to book their next clean. Your recurring revenue builds itself in the background.
A client you haven't seen in six weeks books a one-off through your link. WhizziQ adds them back to the pipeline and flags the opportunity to convert them to a recurring plan.
Every completed job has an invoice. Every invoice has a status. Outstanding payments are flagged. You're not chasing tomorrow what could be paid today.
WhizziQ shows your active proposals with last-contact dates. One prospect hasn't responded in nine days. You send a brief follow-up before your first meeting. That's the one that closes.
A new lead books a discovery call through your link. You use the pre-call notes WhizziQ gathered from their intake form to walk in prepared. Scope and timeline agreed by end of call.
Engagement confirmed. You raise a 50% deposit invoice in WhizziQ, attach your terms, and send. The client pays the same afternoon. The project is live before the day ends.
Deliverables approved. WhizziQ sends the completion summary and final invoice together. Professional close, clean paper trail, and funds on the way.
Your dashboard shows the closed deal, updated forecast, and two new prospects in the pipeline. You know your next 60 days of revenue at a glance. No guessing.
Deal Pipeline
7 active deals · £65,900 total value
£12,000
3d in stage
£5,400
7d in stage
£8,500
12d in stage
£15k
8d in stage
£24,000
5d in stage
£6,800
✓ Closed
£9,200
✓ Closed
Drag deals across your pipeline, log notes against contacts, and let WhizziQ alert you when something's going cold. You focus on the relationship we handle the admin.
Pick a client, add your line items, hit send. A Stripe payment link is attached automatically so clients can pay by card immediately. Overdue? Reminders go out on their own.
Invoices
£9,840 received this month
INVOICE
INV-042
Acme Design Co. · Due 14 Apr 2026
AI Morning Digest
Mon 28 Apr · 8:00 AM · 4 items
Invoice Overdue
Acme Corp £2,250 · 4 days past due
Deal Going Cold
Brand Package £8,000 · 14 days, no contact
Revenue Up 18%
On track to hit your £10,000 April goal
Appointment Today
Strategy Call w/ TechCo at 10:00 AM
Every morning at 8 AM, WhizziQ's AI reviews your entire business overnight and surfaces what matters overdue invoices flagged, cold deals surfaced, goals tracked. No digging. Just clarity.
Still curious? Email us and we'll respond within one business day.
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