04 Jobs and crew Entry 52 Office
Write the handoff note so the crew knows the job before they arrive
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“When a quote is accepted, send the scheduler the customer, scope and access notes, and make sure the crew has the same before they arrive.”
- You text“When a quote is accepted, send the scheduler the customer, scope and access notes, and make sure the crew has the same before they arrive.”
- It readsYour job board, your CRM, the crew's phones (iMessage, WhatsApp, Telegram or Slack).
- What stays yoursThe date and the crew. Who gets the note. What goes in it.
- You getA crew that turns up knowing the job, and no accepted quote sitting unscheduled.
- What it does
- It writes the handoff note from the quote and everything you know about the customer: who they are, the address, the scope, the value, the gate code, where to park, the dog. The moment a quote is accepted, whoever does the scheduling gets it. The crew gets it the evening before the job, with their stops. If the job still has no date after a gap you set, it reminds you.
- What stays yours
- The date and the crew. Who gets the note. What goes in it.
- What it connects to
- Your job board, your CRM, the crew's phones (iMessage, WhatsApp, Telegram or Slack).
- What you get
- A crew that turns up knowing the job, and no accepted quote sitting unscheduled.