Put your business on autopilot

Moves from DRAFT to ACTIVE to generate leads, scales if successful, and automatically stops when the budget limit is reached.

Overview: The revenue engine that connects ad spend directly to closed contracts for real-time ROI tracking.

• Automation: Auto-generates a unique utm_id link upon creation for precise source tracking.
• Logic: Revenue from closed deals flows back to this object to calculate real-time ROI.

Progresses from a raw NEW LEAD through PROPOSAL and NEGOTIATION, finally settling as CLOSED WON when the deal is signed.

Core Rules:

• Condition: Status cannot move to OPPORTUNITY OPEN until a Deal Value is entered.
• Input Popup: The “Schedule Meeting” action forces a popup requiring you to select a Designer and Time before proceeding
• Automation: Auto-assigns the rep and pulls in style preferences

Generated as a TO DO task, moves to IN PROGRESS during the field visit, and ends as SOLVED when data is captured. 

Overview: A mobile-first task object that bridges the office and the field worker.

• Automation: Automatically generated when Sales moves the deal to “Contract Prep” 
• Access: Accessed via QR code on-site, loading a mandatory checklist for standardization

Evolves from an internal DRAFT to a SENT agreement, becoming ACTIVE only after the deposit is secured.

Overview: The collaborative workspace where legal terms are negotiated and finalized.

• Collaboration: Features embedded chat for real-time negotiation on terms (e.g., 25% deposit)
• Automation: “Create Contract” button auto-generates a PDF from a Google Doc template 

Issued as PENDING and automatically closes to PAID when the bank confirms the transfer via webhook.

Overview: The financial milestone marker that unlocks the next phase of work.

• Logic: Automatically created as a split installment (e.g., Deposit) when the Contract is generated.
• Trigger: Bank payment via QR code auto-updates status to PAID and notifies the Sales team

Kicks off upon payment, manages the UNDER CONS build phase, and concludes with a successful handover as COMPLETED. 

Overview: The execution command center that holds all delivery sub-objects.

• Condition: Only activated once the “Deposit Invoice” is marked PAID 
• Hierarchy: Acts as a parent folder, automatically creating linked sub-objects for Design and Construction

Iterates from NEW through 1ST DRAFT and REVISION cycles, ending only when the status hits APPROVED. 

Overview: The creative canvas that inherits real-world constraints from the field.

• Inheritance: Born pre-loaded with “Site Limitation” data (the brick wall) so the architect can’t miss it 
• Automation: Moving to “1st Draft” automatically tags the Sales Rep for budget review

Flows from the designer to SALES REVIEW, then CUSTOMER REVIEW, finally getting marked APPROVED by the client.

Overview: The specific visual deliverable used to capture client feedback.

• Action: “Send 1st Concept” button triggers a personalized email draft popup
• Logic: Email body is auto-filled with client name and specific style preferences

Sits as a TO DO until the scheduled date, then activates for the check-in and potentially evolves into an UPSELL. 

Overview: The recurring relationship object that ensures long-term retention.

• Trigger: Automatically created when the Master Project moves to “Completed” 
• Logic: Instantly calculates a loyalty voucher value based on the total project spend

Mirror your exact real-world operations—from asset maintenance to purchase request—with absolute precision. Luklak’s universal workflows map the path and enforce the rules, ensuring strict quality gates are met before any work moves forward.