Crew
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Crew
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Briefing generates the morning of
No cached schedule. Connect to load stops.
No stops scheduled for this day.
Can't load your schedule
This is a problem with the app, not your phone. The office has been texted automatically. If Try again doesn't work, call now so your day isn't held up.
Summary for the customer
Read it over, tweak anything, then send.
Safe to swim?
Message we text the customer
Anything the customer needs to do?
Anything to tell them?
A photo helps here. Add one below if you took one.
Added to their text
Photos for this report
All of today's photos are included below. Tap one to leave it off the report.
How'd it go for the customer?
Pick one if you talked to them. Skip it if you didn't.
Diagnostic outcome
Pick one, this decides whether we bill the second half.
Visit outcome
What kind?
Say what needs checking so the office knows why you're going back.
When? (optional, we'll schedule it for you either way)
What they get
Read it over, tweak anything, then send.
Note ready
Reviewed by AI: edit anything, then save.
Log a neighbor lead
Met someone who wants a quote? Drop them here and the office picks it up.
Start a quote
Who's this quote for?
Equipment
Removing only hides it from this pool's list. The office can still see it was here, so a real replacement keeps its history.
Add equipment
Fills in brand, model and serial. Correct anything it gets wrong.
Log a contact
For a call or text you made yourself.
What they said
Are you sure?
Note
Quick voice note
Tap the mic and say what's on your mind.
This goes to the office.
Internal notes
Only the office and other techs see this. Customers never do.
Notes are added, never replaced. Nothing you write here can be edited or deleted.
Visit incomplete
What's needed? (e.g. wrong filter size, need to order part)
Please describe what's needed.
Move to today
Skip stop
Why are you skipping?
Please choose a reason.