04 Jobs and crew Entry 51 Office
Turn an accepted quote into a booked job, and ask the customer which times suit them
In Office from the day you connect your tools. In Superintelligence too.
The text you'd send
“When a quote is accepted, turn it into a job with the same line items, thank the customer, and ask which days work for them.”
- You text“When a quote is accepted, turn it into a job with the same line items, thank the customer, and ask which days work for them.”
- It readsYour job board, Gmail or Outlook, your phone line, Google Calendar or Outlook.
- What stays yoursThe slots it can offer. The crew. The thank-you message, approved once.
- You getA job on the board with a date on it, and no "I'll call them to book" on your list.
- What it does
- When a quote is accepted it creates the job on your board with the same line items and scope, and shows you the record before it saves the first one. Then it texts or emails the customer in your voice: thanks for going ahead, which days suit you? It offers real slots from the board, books the one they pick, and confirms. If they don't answer, it tries again at a sensible gap and tells you who's gone quiet.
- What stays yours
- The slots it can offer. The crew. The thank-you message, approved once.
- What it connects to
- Your job board, Gmail or Outlook, your phone line, Google Calendar or Outlook.
- What you get
- A job on the board with a date on it, and no "I'll call them to book" on your list.