Most business software waits for you to open it. Earl picks up the phone, sends the email, and texts the crew, and every word of it lands in your records.
A customer calls you. The moment you hang up, Earl calls you to write it down. He calls the crew for updates, and calls you back when a job needs a decision. Your customers always get a person.
Earl · calls you after a customer hangs upThat was a new number. Who was it, and what do they need?
You · on the callDana Millar, 24 Oak Avenue, LVP in the kitchen, about 300 square feet. Book Hudson and Harry Monday.
EarlDone. Dana Millar's kitchen, Monday, Hudson and Harry, eight to four. Want me to draft the quote at your LVP rate?
Earl · calls Hudson at 4:30How did the Millar kitchen go today? Anything left for tomorrow?
What lands: The customer, the job, the booking, and the crew's update, on your sheets before you're back in the truck.
Quotes and invoices go out from your business's name with a link the customer can accept or pay from. When they write back, it lands in your Notifications, and Earl's reply stays in the same email chain.
Customer · emails back about quote Q-1006Thanks for the quote. Can you add the hallway too, about 80 more square feet? And is Monday still good?
Earl · in your NotificationsDana Millar wants the hallway added and asks if Monday still stands. Reply, or update the quote?
YouUpdate the quote with the hallway and email it back. Monday's fine.
Earl · replies in the same threadQuote Q-1006 is now $2,890 with the hallway, with the new link. I told her Monday holds.
What lands: The revised quote, her reply, and your answer on the Quotes and Mail sheets. When the job's done, the invoice goes out with a Pay by card button.
Tomorrow's plan to each crew member, a running-late note to a customer, a reminder about a deposit. When someone texts the business line, Earl tells you and you answer through him.
You · in the app, 7 pmText Hudson and Harry tomorrow's plan.
Earl · texts each of themTomorrow: Dana Millar, 24 Oak Ave, Warwick, LVP in the kitchen, 8 to 4. Van 1 has the boxes. – Jacob's Floor
Customer · texts the business lineHi, it's Ken at 18 Shore Road. Any idea when Mike gets here?
Earl · in your NotificationsKen Adler asked when Mike arrives. Reply by text?
What lands: Every text in and out on the Texts sheet, with who, when, and what it was about.