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Plumbing and heating firm · sample business

Services: the whole day

Gary, owner of a three-person plumbing and heating firm (sample business).

  • 07:30 to 17:30
  • 5 tours
  • 16 steps
  • Owner, Office, Plumber

The day, hour by hour

  1. At 07:30

    OwnerStart of the day

    Who is going where today, and what is still open from yesterday?

    Before the vans go out. Today's bookings, the job cards still open and what customers have been saying, on the Home page.

    Take the tour · 4 steps
  2. At 08:00

    Office

    A customer wants a price for a leaking tap before they will book.

    A quote request, answered in minutes. The request arrives as a booking that wants a quote; the quote is written line by line and sent.

    Take the tour · 3 steps
  3. At 10:00

    Plumber

    What was wrong, what was done, and what did it cost? All before leaving the house.

    On the job. The job card moves from checked in to being worked on, with the notes, the labour and parts, and every change in its history.

    Take the tour · 3 steps
  4. At 14:00

    Office

    Which quotes are still waiting, and which ones said yes?

    Quotes followed up and booked in. The quotes board by stage, the customer's yes recorded, and an accepted quote booked in for a day.

    Take the tour · 3 steps
  5. At 17:30

    Owner

    Good words deserve a thank you, and a fair complaint deserves an answer.

    Replying to reviews. How customers rate the firm, the reviews waiting for a reply, and a reply that shows on the profile.

    Take the tour · 3 steps