What it connects to
Your job board
Bookings land on the board by themselves. Finished work never goes uninvoiced.
What it does with your job board
It connects to whatever you run the day's work on. A visit booked by text, in your website chat, on WhatsApp or by a rep at the door lands on the board without anyone typing it. It watches for finished jobs with no invoice and tells you. It texts you the moment a job is booked.
Put every booking on the board the moment it's made, whoever made it.
Every evening, tell me which jobs finished today and aren't invoiced.
Text me the moment a job is booked.
Which jobs on the board have no customer record behind them?
What it reads, what it writes
- Refreshes
- Every day, and the moment something changes where the system tells us.
- Cleans
- Duplicates, blanks and conflicts in what it reads, logged with before and after.
- Who wins
- Your job board stays your system of record for what it holds. It never overwrites a record you changed by hand without telling you.
Questions
- Which job boards?
- Jobber and Housecall Pro. Tell us what you run on the call.
- Does the crew need to change anything?
- No. The board stays the board.