Wed 7:00 AM
Overnight report
Example Plumbing & Heating
- 3calls answered in your business name
- 1urgent job sent to the on-call tech at 7:41 PM
- 1quote request opened, estimate visit offered
- 2appointments booked or moved on the calendar
- 1supplier invoice matched, waiting for your OK
- 1form filed to a customer record
- 2quote follow-ups scheduled for 9:00 AM
Needs you
A caller is disputing last month’s bill. Their details and a summary of the call are attached. They were told to expect a call from you by 9 AM.
An example report from the night above. Made-up business and callers.