TervexaTervexa

Pipelines we've built

Tervexa automates how work moves - intake, ops handoffs, and payment confirmation - so companies run on pipelines instead of manual chase-down.

Featured engagementProcess automation · Payments

RiojasRentals LLC

Local service company · Rio Grande Valley

RiojasRentals LLC engaged Tervexa to automate how Junk Removal and Powerwash leads come in, get quoted, and get paid. We designed the estimate-to-invoice pipeline behind the operation - so work runs on systems, not scattered texts and screenshots.

  • Photo estimate and Powerwash inquiry intake with email automation
  • Structured request flow for Junk Removal and Powerwash Division leads
  • Secure invoicing and payment confirmation pipeline

Automation pipeline

End-to-end workflow we engineered for their field service leads.

  1. 01

    Customer request

    Homeowner submits a junk estimate or Powerwash inquiry - photos, address, and job details land as structured intake.

  2. 02

    Intake automation

    The request validates, attaches photos, and emails the operations inbox so nothing sits in a text thread.

  3. 03

    Quote & schedule

    The team confirms scope, pricing, and availability from one request record - not scattered screenshots.

  4. 04

    Secure invoice

    When the job is set, the customer gets a payment link through the invoicing pipeline we engineered.

  5. 05

    Payment confirmation

    Stripe webhooks update status automatically so the business knows when money cleared - without chasing receipts.

Product platformScheduling · Messaging · Payments

Our Services

Field-ops platform · Live product

Tervexa built Our Services as an operations platform for truck-based crews - job intake, day routes, customer messaging, and payment flows in one system so dispatch is not stuck in spreadsheets and group chats.

  • Structured job intake into the operator dashboard
  • Day routes, tech assignment, and job status in one place
  • Customer messaging and payment flows tied to each job

Operations pipeline

How a field job moves from intake to paid through the platform.

  1. 01

    Job intake

    Service requests land in the operator dashboard with address, notes, and timing already structured.

  2. 02

    Route & schedule

    The business assigns techs, builds the day route, and keeps crews aligned without phone tag.

  3. 03

    Field messaging

    Status updates and reminders go out to customers so fewer "where are you?" calls hit the phone.

  4. 04

    Complete & invoice

    Finished jobs flow into billing - payment links and records stay attached to the customer.

  5. 05

    Operate day to day

    Scheduling, routes, messaging, and payments stay in one operations system built for truck-based crews.

BalanceLink

A free Tervexa tool for sending invoice links to each customer - lightweight billing without a heavy stack.

Open BalanceLink

Need a process automated end to end?

Tell us how leads, jobs, and payments move today. We will map the pipeline - intake automation, ops handoffs, and the payment confirmation that keeps money and work aligned.