Get the details right
before you roll a truck.
Anders answers, asks the questions you’d ask, and books the right visit, so you show up knowing the job.
“Residential service and panel upgrades. I need the address, the panel, what’s going on, and estimates tracked to booked jobs.”
JTJess · Tran Electric
Proposed setupElectrical
Customer details
Service addressPanel sizeHome agePermit needed
Tables: Jobs
Estimate → Approved → Scheduled → Done
Services
Service call · 60 minEstimate visit · 45 minPanel upgrade · 1 day
Receptionist
Asks what’s happening, captures panel details, books estimates and service calls.
Nothing goes live until you say so.
The calls that need the right questions.
“Half my outlets stopped working.”
Asks the questions you’d ask, books a service call and notes the details.
“Can you quote a panel upgrade?”
Books an estimate visit and captures the panel size and home age.
“Do you pull permits?”
Answers from what you’ve approved.
Arrive knowing the job.
Details captured on the call, waiting on the job.
- Home and panel details
On every customer.
- Estimates to jobs
Track what was quoted and what was booked.
- Real openings
Anders never double-books a crew.
Get back to the work
you’re good at.
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