BARRY
Your tools, talking to each otherPreviewone-time ask

Log the call on the client

What was agreed on a phone call added as a note on the client's record.

Being proven — Quo is on prod; pulling a call's content into the note automatically isn't proven yet.

The ask
“After my call with [client], add a note to their Jobber record with what we agreed.”
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What Barry does

a note on the client's Jobber record

What stays yours

    What it needs

    • Quo
    • Jobber

    Limits

    Quo is on prod; pulling a call's content into the note automatically isn't proven yet.

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    — Issued for construction —

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