Your tools, talking to each otherone-time ask
Log the call on the client
What was agreed on a phone call added as a note on the client's record.
The ask
“After my call with [client], add a note to their Jobber record with what we agreed.”
WhatsApp
Text
TelegramWhat Barry does
Writes what you agreed on the phone onto the client's record, in their history, where the next person to deal with them will actually find it.
What stays yours
- what was actually agreed
- anything you would rather not put in writing
What it needs
- Quo
- Jobber or Housecall Pro
More in Your tools, talking to each other
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