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Briefing generates the morning of
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No stops scheduled for this day.
Summary for the customer
Read it over, tweak anything, then send.
Safe to swim?
Note on the customer's report
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 — this drives what happens next.
Pick one so we know how the visit went.
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)
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?
Quick voice note
Tap the mic and say what's on your mind.
Visit incomplete
What's needed? (e.g. wrong filter size, need to order part)
Please describe what's needed.
Skip stop
Why are you skipping?
Please choose a reason.