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✨ Suggested tasks2
Quote a new system – Brown
“18 yr old unit, customer wants price on new system.”
Coil leak estimate – Patel
“Small leak at evaporator coil. Needs estimate.”
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Send duct cleaning quote – Rivera
WhoLULuis
DueToday High
JobRivera (example) · HCP #10231
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Address456 Sample Ave, Cape Coral
Tech note“Ducts very dirty, customer asked about pricing.”
History
Luis moved To do → In progress · 8:00 AM
Kelvin accepted suggestion · Thu 4:30 PM
Created from finished job · Thu 4:12 PM
Checklist 2 of 4
Text the estimate
Follow up in 2 days
Comments
MA
Martha8:12 AM
She called yesterday, wants it before the holidays. @Luis
👍 2🙌 1
LU
Luis8:15 AM
Got it, calling her after 10.
TA
Tech AThu
Photos of the return duct
KRKelvin
TATech A
Thanks @K|
Messages
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Office
3Luis: shared “Duct cleaning quote – Rivera”
#
Techs
Tech B: 📷 Photo
MA
Martha
1Patel called back, wants Monday
LU
Luis
👍
TA
Tech A
On my way to the Lee job
# Office
MA
Martha · 8:30Patel called back, wants the coil estimate Monday.
LU
Luis · 8:34@Kelvin here's the Rivera oneSend duct cleaning quote In progress
KR
You · 8:40Nice. Brown needs a new system price too.
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Luis tagged you in “Duct cleaning quote – Rivera”2 min ago
✨New suggested task: Quote a new system – BrownFrom finished job #10240 · 15 min ago
Martha: Patel called back, wants Monday22 min ago
Overdue: Follow up on Smith AC replacementWas due yesterday
Luis moved “Garcia mini-split quote” to Waiting1 h ago
Martha gave you “Order capacitor for Lee job”2 h ago
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That's everythingYou're all caught up.Open estimates · last 14 days
$41,820
9 customers · refreshed 7:30 AM
John Smith
$8,450
Ana Garcia
$4,200
Tom Lee
$12,900
Open41
Overdue5
On time82%
Who's working on what
LULuis
MAMartha
KRKelvin
TATechs
KR
Kelvin
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