Bookinga recurring routine
Hand the job to the coordinator
The person who schedules gets a handoff with everything they need, and Barry chases if it stalls
The ask
“When a quote is accepted, message [coordinator] with the customer, scope, and any access notes, and remind me if it's still unscheduled after three days.”
WhatsApp
Text
TelegramWhat Barry does
The moment a quote is accepted, messages whoever does your scheduling with everything they need — customer, address, scope, value — and chases them again if the job still has no date.
What stays yours
- the date and the crew
- who does the scheduling
What it needs
- Jobber or Housecall Pro
Stops when
- the job gets a date
More in Booking
— Issued for construction —
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