Help Centre / Operations
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PRO Works and external referrers

Manage PRO service work, referrers, service types, follow-ups, and renewals.

Operations5 min read

Purpose

PRO Works helps service businesses track government/PRO-related jobs, documents, referrers, follow-ups, and renewal opportunities.

Recommended usage

  1. Create service type.
  2. Link customer/contact.
  3. Add referrer if applicable.
  4. Upload documents.
  5. Track stage and follow-up date.

Related help

Getting started with Kasaloma BOSSet up company profile and brandingAdd team users and choose rolesJob Pipeline basicsRenewals and expiry reminders

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