In practice
See it work.
Meet Bozman Machinery & Construction: materials, machinery, crews, customers and the books in one command center, with the owner's calls left to the owner.
Complete the proposal, review the costs, then approve it. Follow the same record through delivery and invoice, or open Yard, Fleet and Site.
Bozman Machinery & Construction
Follow the work
Needs re-review
Tred Avon Property Group
Scope & costs needed
PROP-mbhztu53 · revision 1
- Prepared
- Michael reviews
- Customer accepts
- Delivery
- Invoice
Explore scheduling and customer replies
Dana R. is double-booked on Wed, Oct 28. Proposed fix: move Renee Cho to 1 pm. Keep Sam Ortiz at 10 am.
Wednesday, Oct 28
Dana R. · 2 jobs
- Sam Ortiz10 am arrival
- Renee Cho10 am arrival · overlap
It never moves a booked job on its own: changes wait for you.
- Missed call: text backA call goes unanswered142 sent in 30 days · 61% replied
- After-hours web form: confirmationA form is submitted outside business hours88 sent in 30 days · 44% replied
- Quote follow-upA quote is still unanswered after 2 days57 sent in 30 days · 30% booked
- Appointment reminder24 hours before a job203 sent in 30 days · 96% confirmed
- Review request24 hours after a job is marked complete96 sent in 30 days · 18% reviewed
Switch a rule off and it stops.
Fridge repair · On the way
A clearer job before the van arrives.
An on-the-way call turns a vague fridge complaint into a useful technician brief. The update carries into the customer text thread and the command center.
Play the call or jump to a moment. Then review the brief and add the details Ben needs.
On the way
01 · The call
Dan calls Elena
Elena is the homeowner. Ben is about 20 minutes away.
Fridge reported not working. The dispatcher is checking the initial assumption that it is completely dead.
Read the call
- Dan · Repair team
Hi Elena, it's Dan with the fridge repair team. Ben's heading over now, about twenty minutes away. Before he gets there, I've got the fridge down as completely dead, so-
- Elena · Homeowner
No, sorry, hang on. It's not dead. The light's on. The freezer's... well, everything in there is rock hard. It's the top part, where I keep the milk. That's warm.
- Dan · Repair team
Ah, right. So it's running, but the fridge section isn't getting cold?
- Elena · Homeowner
Yeah. And there's all this ice on the back of the freezer. It makes a rattling noise, but when I open the door it stops. I don't know what that means.
- Dan · Repair team
Okay. That helps. When did you first notice it?
- Elena · Homeowner
Um, Monday, I think. There's water under the bottom drawer, too. I thought I'd spilled something. Oh, and it's the kitchen one. The one in the garage is fine.
- Dan · Repair team
Kitchen fridge. Warm at the top, freezer still freezing, ice at the back, and a rattle that stops when you open the door. I'll get that to Ben before he arrives.
- Elena · Homeowner
Yes, that's it. He'll need the side gate. The doorbell doesn't work, so can he text me? I'll put the dog in the other room.
- Dan · Repair team
Of course. I'll send his arrival update and a link, in case you think of anything else. Is this the best number?
- Elena · Homeowner
Yeah, this one. Thank you.
- Dan · Repair team
All right. That's sent. Ben's got the updated job notes, and he'll text when he's outside. See you shortly.
03 · The customer record
Elena’s repair visit
Original customer request
- Technician
- Ben · On the way
- Job
- Fridge reported not working. The dispatcher is checking the initial assumption that it is completely dead.
Technician brief
For Ben · Elena’s visit
Fridge reported not working. The dispatcher is checking the initial assumption that it is completely dead.
Ben checks the cause and decides the repair on arrival.
Hear the phone answer.
Calls from customers and staff. Each call ends with a note the owner can act on.
Five calls.
Pick a call, press play and read along.
Landscaping crew
Hours collected. The owner checks the draft.
Ready · 0:17
Read the transcript
- Assistant
Hey, um, what hours did you work today?
- Staff member
Seven to three at Oak Street. Half an hour for lunch.
- Assistant
Okay, so that's seven and a half hours. I'll put that in for-
- Staff member
Sorry, I left at four, actually.
- Assistant
Ah, got it. Eight and a half hours, then. I'll send the draft to the owner to check.
Book the gel manicure.
The nail salon caller booked Saturday at 2 pm. Try booking a time yourself. Times come from the studio’s hours, its two technicians and the bookings already made.
- Studio
- Walk-in nail studio
- Open
- Monday to Saturday, 9 am to 6 pm
- Closed
- Sunday
- Technicians
- Maya and Leah, one client each
- Payment
- Cash or card at the studio