Job status updates
Where the job stands.
Customers call the office to ask where the truck is, the office calls the tech, and the tech is driving.
Today
A call the office fields, or an email from the board.
-
By hand
They should be there soon.
The customer calls. The office calls the tech. Nobody writes down what was promised, so the next call starts from scratch.
-
With the system
A status the board already has.
When the job moves, the customer can get the message you approved for that status. The office sees what was sent. The person in the truck is not asked to type it.
-
Status
Built, not yet running for a customer.
The job is built. We have not turned it on for a paying customer yet. The plan is where we say whether your board can feed it.
Example
What a customer can receive when the stage changes.
Your job moved to on the way. The arrival window is the one already on your confirmation. Reply to this email if you need the office, and a person will answer.
How it runs
A status change, then the message you wrote.
-
What comes in.
A job on the board, a customer email, and a status the dispatcher already uses. On the way, delayed, and finished are the usual three. You can rename them to match your words.
-
What it sends.
The message for that status. It can repeat a window the board already has. It does not invent a clock time the board does not have.
-
What you see.
The thread, next to the job. If the customer replies with a question the message does not cover, a person gets the thread.
Approval
The status line can leave.
A status message you approved once, repeating a stage and a window the board already shows, can leave after the checks. A make-good, a discount, a waived fee, a tighter arrival than the board has, a change to the scope, or a new promise waits until the person allowed to approve it sends that email.
-
The plain update.
On the way, delayed with the new window the board already has, or finished. Those are facts the office already recorded.
-
The exception.
Money off because a job slipped, a free visit, a fee you might waive, or a minute you did not schedule. The owner reads those drafts.
Beside the board
It reads the tool you already dispatch in.
-
Jobber, Housecall Pro, ServiceTitan.
Jobber, Housecall Pro, and ServiceTitan are the boards we connect for status. The job stays in the one you already dispatch from. If yours is different, bring it to the plan.
-
After a missed call.
Missed-call rescue covers a ring that never reached the shop. This system writes once a job is already on the board.
-
After the quote.
Estimate follow-up is the note while they are still deciding. Status updates start once the work is on the board.
Who it is for
Home services, where a truck is on the way.
-
The trades.
Plumbing, HVAC, electrical, and roofing are the week this was written for. The customer is at the house. The question is whether the window moved.
-
Restoration, while the job is open.
Water, fire, and mold crews can use a status note during drying or rebuild. The price of the loss is still a separate message.
-
Not a delivery menu.
This is not a courier route or a cannabis delivery status. The board we mean is a home-service or restoration dispatch board.
Questions
Before a status email goes out from the board.
Is this running for a customer today?
It is built, and it is not yet running for a paying customer. That is the status. We will set it up against the board you dispatch from when a shop wants it.
Can a late job offer a discount by itself?
No. A make-good, a discount, or a waived fee needs the person who is allowed to give it. A message can say the window moved, if you approved that wording and the board has the new window.
Which dispatch tools does it sit beside?
We connect Jobber, Housecall Pro, and ServiceTitan for this status email. The job stays where you dispatch it. Name a different board on the plan if that is what you use.
Will the email promise an arrival minute?
Only if that minute is already on the board and you approved a message that may repeat it. If the board says a window, the email says the window. A tighter promise waits for a person.
What if the customer replies?
A reply that fits the message, such as a confirm, can stay on the thread. A question about price, a complaint, or a request to change the job goes to the person you named.
The board
Tell us how customers ask where the crew is.
If the answer is they call the office, that is the job. We will say whether status emails are the first build.