--- title: "Use cases: jobs SalexHub finishes for you" description: "Jobs the Agent finishes in SalexHub, by team: each ends in a quote, an invoice, an order or a report, and each says where you decide." url: "https://salexhub.com/use-cases" --- # Jobs that end in a finished thing. Each job below ends in something that exists in your organization: a quote, an invoice, a purchase order, a report. Each says what you give it, how it runs, and where you decide. ## Sales - **Turn a website request into a deal**: Every request from your site arrives as a contact and a deal, with its owner. Runs in: On its own. [Read the job](https://salexhub.com/use-cases/website-request-to-deal) - **Send a quote your customer accepts from a link**: A quote on your letterhead, accepted from a link, and the deal won. Runs in: Chat, App. [Read the job](https://salexhub.com/use-cases/send-a-quote) - **Revise a quote after the customer asks**: Say the change, get the new revision. Runs in: Chat. [Read the job](https://salexhub.com/use-cases/revise-a-quote) - **Reply to a new request from your own address**: The first reply, drafted from the deal and sent from your mailbox. Runs in: App, Chat. [Read the job](https://salexhub.com/use-cases/reply-to-a-request) - **Follow up on deals that went quiet**: Hear which deals stopped moving, and what would move each one. Runs in: Mini, Chat. [Read the job](https://salexhub.com/use-cases/follow-up-quiet-deals) - **Start the week with the deals that need a call**: Every Monday, the calls that matter, most valuable first. Runs in: Mini. [Read the job](https://salexhub.com/use-cases/monday-pipeline) - **Set up the tasks after a call**: Every promise from the call, on the customer, with a name and a date. Runs in: Chat, App. [Read the job](https://salexhub.com/use-cases/tasks-after-a-call) - **Turn business cards into contacts**: A photo of the cards from the event, and every person is a contact. Runs in: Chat. [Read the job](https://salexhub.com/use-cases/business-cards-to-contacts) - **Book a visit from the deal**: The visit on the calendar, on the client and on the deal. Runs in: App, Chat. [Read the job](https://salexhub.com/use-cases/book-a-visit) ## Finance - **Invoice an accepted quote**: The invoice from the quote your customer accepted, in full or in parts. Runs in: Chat, App. [Read the job](https://salexhub.com/use-cases/invoice-an-accepted-quote) - **Match one payment to its invoices**: One transfer, several invoices, each marked paid or part paid. Runs in: Chat, App. [Read the job](https://salexhub.com/use-cases/match-a-payment) - **Chase late payments, one reminder per invoice**: Every overdue invoice gets its own reminder, from your own address. Runs in: Chat, App. [Read the job](https://salexhub.com/use-cases/chase-late-payments) - **Correct an issued invoice with a credit note**: Fix a mistake without touching the invoice. Runs in: App. [Read the job](https://salexhub.com/use-cases/credit-note) - **Issue a UAE tax invoice in English and Arabic**: The tax invoice the law asks for, with its Arabic side. Runs in: App, Chat. [Read the job](https://salexhub.com/use-cases/uae-tax-invoice) - **Hear the day an invoice goes past due**: A Mini tells you, with what is owed and a call proposed. Runs in: Mini. [Read the job](https://salexhub.com/use-cases/past-due-watch) - **Export the quarter for your accountant**: This quarter's issued invoices, as a spreadsheet, in one sentence. Runs in: Chat. [Read the job](https://salexhub.com/use-cases/export-for-the-accountant) - **Pay suppliers only for what arrived**: A supplier's bill is checked against the goods you received. Runs in: App. [Read the job](https://salexhub.com/use-cases/pay-for-what-arrived) - **Hold quotes with a big discount for approval**: Your limits on price, kept by the Agent and by everyone else. Runs in: App. [Read the job](https://salexhub.com/use-cases/discount-approval) ## Operations - **Order what you are short of**: A draft purchase order for each supplier, from what your orders need. Runs in: Chat, App. [Read the job](https://salexhub.com/use-cases/order-what-you-are-short-of) - **Receive a delivery against the order**: Count what came, post it, and stock is right. Runs in: App. [Read the job](https://salexhub.com/use-cases/receive-a-delivery) - **Hold stock for a customer's order, then deliver it**: No unit promised twice. Runs in: App, Chat. [Read the job](https://salexhub.com/use-cases/hold-stock-for-an-order) - **Correct stock after a count**: Counts, damage and opening stock, each with its reason. Runs in: App. [Read the job](https://salexhub.com/use-cases/correct-stock) - **Start the warehouse day with what arrives and what leaves**: Every morning, the day's deliveries in and promises out. Runs in: Mini. [Read the job](https://salexhub.com/use-cases/warehouse-day) - **Catch a late supplier delivery before the customer asks**: Know the day an order did not arrive. Runs in: Mini. [Read the job](https://salexhub.com/use-cases/late-supplier-delivery) - **Book a client without double-booking**: People, rooms and equipment that cannot be in two places. Runs in: App, Chat. [Read the job](https://salexhub.com/use-cases/book-without-double-booking) - **Move a visit in one sentence**: Say when, and it finds the free slot. Runs in: Chat. [Read the job](https://salexhub.com/use-cases/move-a-visit) ## People - **Set up leave for a company in one step**: Statutory leave, a working week and a policy, from the legal entity. Runs in: App, Chat. [Read the job](https://salexhub.com/use-cases/set-up-leave) - **Ask for leave without asking the office to count**: Give the dates; the working days and the balance are counted for you. Runs in: Chat, App. [Read the job](https://salexhub.com/use-cases/ask-for-leave) - **Know who is away next week and hand their tasks over**: Every Friday, the week ahead, with nothing left on an empty desk. Runs in: Mini. [Read the job](https://salexhub.com/use-cases/who-is-away) - **Let a leaver go and keep their work**: Sign-in stops at once; their records stay and move on. Runs in: App. [Read the job](https://salexhub.com/use-cases/let-a-leaver-go) ## Marketing - **Put a form on your site**: Build it here, paste one line, and requests start arriving. Runs in: App. [Read the job](https://salexhub.com/use-cases/put-a-form-on-your-site) - **Answer website visitors when nobody is at the desk**: A site agent that answers from your brief and files the lead. Runs in: On its own. [Read the job](https://salexhub.com/use-cases/answer-visitors) - **Score every new request before anyone reads it**: A workflow reads each request and tells the owner which are worth a look. Runs in: Workflow. [Read the job](https://salexhub.com/use-cases/score-new-requests) - **Put traffic and pipeline by source on one board**: Which sources bring visitors, and which bring deals. Runs in: App, Chat. [Read the job](https://salexhub.com/use-cases/traffic-and-pipeline) ## Owners - **Clear a morning's paperwork in one request**: The quote, the order, the reminders and the number, waiting for one yes. Runs in: Chat, App. [Read the job](https://salexhub.com/use-cases/morning-paperwork) - **Get a morning brief of what needs you first**: Every weekday, the deals due and the customers waiting on you. Runs in: Mini. [Read the job](https://salexhub.com/use-cases/morning-brief) - **See how the month went, and keep the chart**: Ask in words; get the number, the chart, and the records behind it. Runs in: Chat, App. [Read the job](https://salexhub.com/use-cases/how-the-month-went) - **Set the quarter's goal and hear when it slips**: A goal measured every day, and a word when it moves. Runs in: App, Mini, Workflow. [Read the job](https://salexhub.com/use-cases/quarter-goal) - **Approve a large order before it is confirmed**: Anything over your amount waits for you. Runs in: App. [Read the job](https://salexhub.com/use-cases/approve-large-orders) - **Bring your customers in from a spreadsheet or your old CRM**: Export from what you use today; check it before anything is written. Runs in: App. [Read the job](https://salexhub.com/use-cases/bring-customers-in) --- The same page for people: https://salexhub.com/use-cases. Index of this site for agents: https://salexhub.com/llms.txt