CLIENT PROPOSALApproved
The client-approved scope
Pricing, deposit terms, payment instructions, and the services the client selected.
Ready for booking conversion
Quote-to-completion operations for service businesses
From client approval to job completion.
Cohexly turns approved proposals into operationally ready bookings, connecting payment status, inventory, staff, payouts, and follow-up in one job record.
- Secure, branded proposal links
- Approved quotes become bookings
- Booking-level operational work
COHEXLY BOOKING
One connected operating record
Booking
Schedule and client context
Payment
Manual payment and proof review
Inventory
Preparation and return work
Staff
Assignments and payout status
Follow-up
Activity and maintenance work
A booked job is more than a calendar event.
It has a scope to deliver, payments to track, inventory to prepare, people to coordinate, and work to close out. When those details live in separate tools, handoffs become the risk.
Approved proposal
Scope and terms
Payment proof
Manual review
Inventory list
Job preparation
Crew note
Assignment details
Calendar event
Schedule context
Return issue
Follow-up work
The Cohexly connection layer
One job. One connected operating record.
The same job can carry approval, booking, payment, inventory, staff, payout, and follow-up work forward.
COHEXLY BOOKING
One connected operating record
Booking
Schedule and client context
Payment
Manual payment and proof review
Inventory
Preparation and return work
Staff
Assignments and payout status
Follow-up
Activity and maintenance work
One approval. One operational chain.
See an approved proposal become an operationally ready job.
Stage 01
Proposal approved
A client responds through a secure, branded proposal link.
Stage 01
Approved proposal
ApprovedSecure public proposal
Skyline Gala
May 24, 2026
Selected servicesFull service packageClient responseApproved- Client
- Skyline Events
- Event
- Skyline Gala
- Approved total
- ₱24,850
- Event date
- May 24, 2026
- Approved at
- 10:42 AM
The client’s approved scope is captured and ready to carry into the booking.
Stage 02
Booking created
Carry the approved scope into the booking without entering everything again.
Stage 02
Booking record
ConfirmedCreated from approved scope
BK-250524-01
Skyline Events · Riverside Pavilion
SourceApproved proposalBooking statusConfirmed- Booking ID
- BK-250524-01
- Client
- Skyline Events
- Event date
- May 24, 2026
- Location
- Riverside Pavilion
- Coordinator
- Alex Morgan
The approved scope carries into a live booking without entering everything again.
Stage 03
Payment status connected
Manual payments and submitted proof stay connected to the booking.
Stage 03
Payment snapshot
SubmittedBooking payment status
₱7,455 deposit proof
Attached to BK-250524-01
Deposit required₱7,455ReviewPending review- Total
- ₱24,850
- Deposit received
- ₱7,455
- Balance remaining
- ₱17,395
- Proof status
- Submitted
- Review status
- Pending review
Payment activity stays visible inside the same job record.
Stage 04
Inventory needs identified
See what must be prepared, returned, or resolved before delivery.
Stage 04
Inventory readiness
Booking requirements
23 items required
Available
19
Prep required
3
Conflict
1
Wireless microphone set — availability conflict- Required items
- 23
- Available
- 19
- Prep required
- 3
- Conflict
- 1
- Return tasks
- 4
The job now shows what must be prepared, resolved, and returned.
Stage 05
Crew and work assigned
Keep staff assignments, responsibilities, payout work, and follow-up tied to the job.
Stage 05
Crew and work plan
Assignments and tasks
4 crew assigned
8 preparation tasks · 5 on-site tasks
AMLead
JTTechnician
RBDriver
KSHelper
- Crew assigned
- 4 of 6
- Open roles
- 2
- Preparation tasks
- 8
- On-site tasks
- 5
- Payout entries
- 4 draft
People, responsibilities, and follow-up work stay tied to the booking.
Stage 06
Operationally ready
See what is confirmed, what is assigned, and what still needs attention.
Stage 06
Job readiness
100%Connected job checks
100% ready
0 open blockers
Booking confirmed
Payment status reviewed
Inventory requirements resolved
Crew assigned
- Readiness
- 100%
- Open blockers
- 0
- Next action
- Begin preparation
- Event date
- May 24, 2026
Everything needed to move the job forward is visible in one connected record.
The operating flow
Win the booking. Prepare the operation. Deliver and close.
Win the booking
Give clients a clear way to review, approve, request changes, or submit payment proof through a secure branded proposal link.
Branded public proposal
Approve or request changes
No customer account
Prepare the operation
Turn the approved scope into booking work, then keep payment status, inventory preparation, staff assignments, and payout work tied to that job.
Booking record
Inventory preparation
Staff and payout work
Deliver and close
Track return work, missing or damaged items, maintenance follow-up, and staff payout status without losing the record of the job.
Return work
Missing or damaged items
Maintenance follow-up
Operations Command Center
Your command center for what needs attention.
Work through the booking record with payment review, inventory preparation, staff, maintenance, and activity in view.
See the connected workflowCOHEXLY BOOKING
One connected operating record
Booking
Schedule and client context
Payment
Manual payment and proof review
Inventory
Preparation and return work
Staff
Assignments and payout status
Follow-up
Activity and maintenance work
Built for jobs with moving parts
For event, rental, and service businesses.
Cohexly is built for businesses where each booking involves people, equipment, payments, preparation, and coordinated delivery.
- Event suppliers
- Rental businesses
- Mobile service teams
- Operational services
What every booked job needs
One connected operating record from approval to closeout.
- Clear scope
- Scheduled delivery
- Inventory readiness
- Crew coordination
- Payment tracking
- Closeout visibility
Client-ready proposals
Clients see the details they need to decide. Internal operations stay separate.
One job record
Keep the approved work connected to the booking that carries it.
Operational readiness
See what is confirmed, what is assigned, and what still needs attention before delivery.
Early access
Turn every client yes into a job your team can deliver.
Join Cohexly early access and help shape a better way to manage quotes, bookings, payments, inventory, crew, and job completion.