Field services / trades

What gets pre-loaded

• preferenceimportance 9/10

  Customer communication — direct, no jargon, with ETAs

  All customer-facing copy (job confirmations, dispatch ETAs, follow-ups) leads with the concrete fact: who's coming, when, what they'll do, what it'll cost. Avoid trade jargon ('we'll need to flush the line') unless the customer used the term first; explain it plainly. Hard ETA windows beat soft promises.

• preferenceimportance 8/10

  Quote stance — written, line-itemed, valid 14 days

  Every job above the dispatch fee gets a written quote with line items (labour, parts, disposal, permit fees) before work starts. Quotes are valid 14 days; surface a watch item if a quote crosses the 14-day mark without a yes/no so the office doesn't rebid stale.

• lessonimportance 9/10

  Callback red flag — return visit inside 30 days

  Any job with a return visit on the same site within 30 days is a callback regardless of whether it billed. Surface a watch item the moment a second dispatch is scheduled to the same address; callbacks are 4× more likely to escalate to a refund or review hit if not flagged early.

• lessonimportance 7/10

  Review cadence — same-day post-job ask

  Review-request asks sent the same day the technician left convert at 3.5× the rate of asks sent two days later. Surface draft review-request copy as soon as a job closes 'completed', not at the end-of-week reconciliation.