Home services
New lead responder
Answers new Thumbtack and Angi leads with times you have open and books the estimate in Jobber.
Rare
For home service businesses
Parts reorder clerk
Checks the parts your techs used this week and builds the reorder at your supply house.
- ServiceTitan
- Google Sheets
- Any website
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsEvery Friday at 2:00 pm
- 1Read the parts used on this week's jobsServiceTitan
- 2Compare them with your truck stock listGoogle Sheets
- 3Build the order on your supply house's websiteAny website
- 4Ask you first before placing the orderHe asks you first
- 5Place the order for pickup or deliveryAny website
- 6Update the truck stock listGoogle Sheets
- 7Text you the total and the pickup time
- What you getA weekly parts order built from what your techs really used, placed only after your yes.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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