· 3 min
Add a customer note from a WhatsApp photo with Alfie and preserve its source
Attach only the relevant photo context to the correct customer and project while keeping identity, permissions and follow-up explicit.
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Clear answers for work on site and in the office.
Practical articles about quotes, invoicing, planning and running a construction business in Belgium.
309 articles
· 3 min
Complete a CRM activity with Alfie after a site visit and preserve the next step
Check the activity, customer, visit outcome, evidence and follow-up owner before closing a construction CRM task.
Read article· 3 min
Convert a construction lead to a customer with Alfie after identity and consent checks
Confirm the qualified party, duplicate records, contact basis and next commercial step before moving a Belgian site enquiry into customer data.
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Create a construction quote with Alfie from voice after reviewing scope and exclusions
Turn a spoken site request into a bounded quote draft only after customer, work scope, units, options, exclusions and VAT are checked.
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Create a construction customer with Alfie after a VAT and duplicate review
Resolve the legal customer, contact source, project context and duplicate risk before creating a reusable construction CRM record.
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Create a construction deal with Alfie after reviewing owner value and stage
Resolve the customer, opportunity source, estimated value, pipeline owner and real next step before opening a commercial construction deal.
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Update a customer address with Alfie before the next construction invoice
Verify the customer identity, source document, billing address and affected open records before changing reusable customer data.
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Create a construction invoice with Alfie after reviewing quote lines and VAT
Check the customer, accepted quote, invoice lines, dates and VAT treatment before preparing one traceable construction invoice.
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Create a construction item with Alfie after checking supplier-reference duplicates
Verify name, unit, VAT, purchase source and existing references before a reusable construction item enters estimates and purchasing.
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Create invoices from several quotes with Alfie after a batch scope review
Review every accepted quote, customer, billable line and duplicate risk before a governed construction invoice batch is prepared.
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Extend quote validity with Alfie only after checking price freshness
Compare the current expiry, supplier prices, scope and customer context before extending a construction quote without silent repricing.
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Link a quote to a project with Alfie after checking duplicate scope
Resolve quote version, customer, project and existing commercial links before connecting construction scope to the right execution record.
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