HappyNoodle keeps the whole job connected.
The enquiry, agreement, delivery plan and payment should not live in four different systems. Follow the work through one connected back office, from first hello to repeat business.
Enquiry
Form, chat or booking
Estimate
Quick ballpark
Proposal
Signed online
Project
Gantt and approvals
Invoice
Chases itself
See how one piece of work moves through HappyNoodle.
Illustrative product panels, not a customer case study. Each panel shows the tools used at that stage.
Step 1 of 7
Enquiry captured
A website enquiry becomes a contact and opportunity, with the brief and next action together.
New enquiry 2
Harbour & Co
Priya Shah
Estimate sent 1
Oak Lane Dental
Proposal sent 2
Moss Studio
Kerr Joinery
Won 1
Fern Coffee
Client details, scope, files, approvals and payment history stay with the work.
Every enquiry lands in your pipeline.
Enquiries from your forms, website chat and booking link create the contact, a deal and a follow-up task. Lead scores rise as people engage, so the hot ones stand out.
New enquiry 2
Harbour & Co
Priya Shah
Estimate sent 1
Oak Lane Dental
Proposal sent 2
Moss Studio
Kerr Joinery
Won 1
Fern Coffee
See what turns interest into won work.
Follow leads through deals and proposals, compare conversion over 30, 90 or 365 days, find the biggest drop-off and see which lead sources produce wins.
Explore this tool↓ 64% carried on
↓ 60% carried on
↓ 63% carried on
Biggest drop-off
New leads → deals opened
This is the first stage to improve.
Likely to win
£28,640
Weighted open pipeline
Best lead source
Referrals · 42% won
Visitors become contacts, not lost messages.
The chat box asks for name, email and phone before the conversation starts, then files it on the contact and sets you a reply task.
A quick estimate, then a proposal clients can sign.
Send a ballpark estimate first. When they're keen, turn it into a full proposal in one click, with optional extras, payment stages and version history.
1. Your goals
2. Scope of work
3. Milestones
4. What we need from you
5. Investment
Brand identity £3,000 · Website design £1,200
6. Terms
Optional extras
A signed proposal becomes a planned project.
Milestones become a Gantt plan with client approvals. Log time and private costs to see real profit, which clients never see.
Your clients get a secure, branded workspace.
Clients register from your private invite, then see only their assigned projects, approvals, files, requests and invoices in your logo and colours.
Your Studio
Overview
Projects
Approvals
Files
Invoices
Brand identity is ready for your approval
Progress
58%
Next invoice
£1,550
Invoices that chase themselves.
Deposits and milestone invoices, polite automatic reminders, and exports ready for Xero, QuickBooks and FreeAgent.
Noodle, the co-worker who checks everything.
Noodle scans the whole account for late invoices, stalled deals, hot leads and busy weeks, then tells you what needs you, in plain English.
Noodle · your co-worker
AIWatching your account · checked 09:42
Morning Jess. Oak Lane Dental’s invoice is six days late, so I’ve prepared a polite reminder. Harbour & Co opened their proposal twice yesterday and today’s highest-priority follow-up is due at 10:30.
On my radar (4)
Everything that needs you, in one ranked list.
Overdue invoices, quiet proposals, slipping margins, cash dips, busy weeks and clients due more work, each with a prepared next step you approve, edit or ignore.
Explore this tool- Act nowGetting paid£1,840
INV-1042 is 16 days overdue
Oak Lane Dental still owes £1,840.
Prepare a reminderIgnore for a week - Act nowSales£6,500
No reply on “Brand refresh” after 9 days
They've opened it but not signed.
Prepare a follow-upIgnore for a week - This weekCapacity
Team is overbooked in 2 of the next 6 weeks
First: w/c 12 Oct — 86h needed, 74h free.
Add a taskIgnore for a week - Keep an eyeRepeat work£3,200
Harbour & Co is due a review
Website build — due in 12 days.
Draft an emailIgnore for a week
Noodle wants to
Chase Oak Lane Dental for £1,840 on invoice INV-1042
Hi Sam,
Hope all's well at the practice. Just a quick reminder that invoice INV-1042 for £1,840 was due on 15 September.
You can pay securely by card in a minute using the link below:
Pay £1,840 now →
If it's already on its way, please ignore this. Thanks so much — Jess
Nothing is sent until you approve it.
See the cash dip coming, weeks ahead.
A 13-week cash runway that learns when each client really pays, true profit by project and service, a pricing guide from past jobs and lead sources tracked to the paid invoice.
Explore this toolMoney in the bank today
£8,400
Lowest point
£1,650
w/c 2 Nov
Bank in 13 weeks
£9,120
+£720
Sell your standard jobs while you work.
Customers pick extras and a date, answer your questions and pay a deposit. The client, project and invoice are created for you.
Explore this toolFernside Gardens
Spring garden tidy
Up to 4 hours: borders weeded, lawn edged, green waste removed.
£180
Optional extras
Name
Alex Morgan
alex@example.com
Access to the garden?
Side gate, code 1234
Creates the client, project and invoice for you
Spot overselling and quiet weeks early.
Free hours after leave and bank holidays against booked and likely work, with revenue and margin for each of the next 12 weeks.
Explore this toolWeeks overbooked
2
Weeks under 60% used
2
Booked + likely revenue
£19,050
Bring happy clients back, and reward them for sharing.
Get reminded when past clients are due a review, service or renewal, and credit every referred lead and payment to the client who sent it.
Explore this toolDue for more work
Review · website build · £3,200 paid
Maintenance · boiler service · £640 paid
Renewal · SEO plan · £4,800 paid
Top referrers
4 referred · 2 paid
2 referred · 1 paid
1 referred · signed
Ask for reviews automatically and catch concerns while you can still help.
A paid final invoice can trigger a branded feedback request. Every client gets the same optional Google review button; lower ratings also open a private conversation that never restricts public review access.
- Automatic requests after final payment
- Equal Google review choice for every 1–5-star experience
- Private detailed feedback and contact permission for 1–3 stars
- Review inbox, QR code and owner-approved Noodle replies
Ask. Listen. Resolve. Grow.
Happy clients build brighter businesses.
Final invoice paid
The job is complete. Payment can trigger the request.
Review request sent
A personal, branded email asks how the experience felt.
Client rates the experience
A private satisfaction rating from 1 to 5. Never a Google review.
Every rating · 1–5 stars
An equal choice: Leave a Google Review
The same optional button, immediately available to everyone. No redirect, private form or resolution required. Clients choose their own Google rating and words.
4–5 stars · Thank and acknowledge
A good experience, recognised.
Save the satisfaction rating privately and thank the client. They can finish here or choose the same Google invitation available to every client.
Honest feedback builds trust.
Independent public reviews help future clients make an informed choice.
1–3 stars · Listen before the relationship is lost
Optional private feedback
Concerns and contact preference go privately to the business. Google access is already available, with no form required.
You connect with the client
An urgent follow-up brings the issue to you. Listen, understand and agree what happens next.
Resolve, put right or agree new work
Remedial action or a useful next job can rebuild confidence and protect the relationship.
Noodle helps you follow through.
Keep the concern in view and prepare a thoughtful reply. You approve the response and decide the next step.
Put things right without conditions.
Resolution stays separate from public reviews. Preserve the original feedback, record agreed next steps, and never offer incentives or request review changes in exchange for help.
Build lasting trust
Real experiences, shared by real clients.
Protect client relationships
Hear concerns while you can still help.
Create repeat-work opportunities
Turn thoughtful follow-up into a stronger business.
Google is a separate service. HappyNoodle provides the handoff, not automatic Google publishing or review synchronisation. Requests follow final payment when enabled.
Nine tools, one login, one monthly bill that rewards loyalty.
On a monthly Pro or Agency plan, that bill falls after every successful payment for two years. Your joined plan price is protected from future public increases, and qualifying referrals earn free months you can bank and use later.
CRM and pipeline
Contacts, lead scores, smart lists, deals
Proposal software
Six-section proposals, extras, e-signatures
Project planner
Gantt, milestones, client approvals
Invoicing app
VAT on/off, reminders, recurring plans
Scheduling tool
Booking link with Zoom or Teams
Website chat and forms
Chat box, enquiry forms, surveys
Online booking shop
Fixed-price services with deposits
Cash-flow forecaster
13-week runway with what-ifs
Referral tracker
Client links, rewards, leaderboard
Run the work. Stop running the software.
Bring enquiries, proposals, projects and payments into one connected workspace built around your kind of business.
See my business setup →No card needed. Start with one client or project and build from there.