09/06/2025
In this 8-minute walkthrough, John from LANA shows you exactly how to automate your entire customer journey—from lead capture to quoting, scheduling, invoicing, reactivation, and beyond. Whether you're using ServiceM8, Simpro, Fergus, Aroflo, or Ascora, LANA connects seamlessly to your tools and does the heavy lifting without you lifting a finger.
👇 Jump to what matters most with these chapter links:
⏱️ Timestamps:
0:01 – Intro: 5-Step Overview
How LANA centralizes lead capture, CRM, quoting, debt collection, and reactivation.
0:42 – Stage 1: Capture Every Lead Automatically
Web forms, AI-powered web chat, missed call capture & call routing so you never miss a job again.
2:06 – Stage 2: Integrate Work Orders & Aggregators
Auto-import PDF work orders + instant job creation from platforms like HiPages, Bark & ServiceSeeking.
3:06 – Stage 3: CRM & Retargeting Power
Why capturing the lead in your CRM (not just your job system) lets you re-engage, upsell, and win more work.
4:13 – Stage 4: Website Quote Bookings & Pre-Sales Automation
Allow customers to book calls, receive instant texts, and view your qualifications—all without lifting a finger.
5:25 – Stage 5: Push Quotes into Job Management Software
Drag-and-drop quoting that integrates with Simpro, Fergus, ServiceM8, and more—fully automated.
6:34 – Full Journey Automation: SMS, Jobs, Invoicing, Review Requests
Triggered reminders, job updates, and reviews based on job stage—mapped and automated end-to-end.
7:50 – Post-Job Campaigns & Customer Reactivation
Send personalized follow-up coupons, review links, and upsell messages based on job type and timing.
✅ Want This Set Up In Your Business?
Book a FREE demo now 👉 https://lanasoftware.com.au
We’ll tailor LANA to your workflow, tools, and customer journey—start-to-finish.
In this 8-minute walkthrough, Johnny from LANA shows you exactly how to automate your entire customer journey—from lead capture to quoting, scheduling, invoi...