Jack drafts. Your tech confirms.
At this size there is no operations team. When the day gets busy, or one person is out, the work still has to move. HeyJack holds the job so it doesn't live in one person's head.
Jenkins Residence
Diagnostic checklist
Options from those findings
Nothing goes out until you confirm it. Next: pick an option.
One person to five. Everyone still wears a few hats, and there is no spare person to catch what gets missed.
Everyone assumes someone else called the customer, ordered the part, or booked the return visit.
Every job shows what's done and what's next.
Follow-ups stay on the job until someone checks them off. The homeowner gets the window, a reminder, and a text when the tech is on the way.
Nothing moves until the owner signs off on it.
Jack drafts the options. A person you trust confirms them.
Techs quote on site from your pricebook, so the price doesn't wait on the owner.
When the person who knows the method is out, the crew is guessing.
Diagnostic checklists hold how you do the work.
Every job runs the same inspection points, so anyone on the crew can pick it up.
One person quotes, answers the phone, and sends the invoice.
The diagnostic checklist, the quote, and the invoice are one job.
Nothing gets retyped between steps.
Meet Jack
Your tech runs the diagnostic checklist. Jack drafts Good, Better, and Best from what they found, priced from your pricebook. Nothing goes out until a person confirms it. Ask Jack when you need the price, the finding, or what was already done.
What did we put on the Jenkins heater last fall?
Draft correction and a new expansion tank. Both are on the customer.
Pass, fail, and skip stay on the job, not in someone's notes.
Good, Better, and Best, so the tech can offer the upgrade on the same visit.
The homeowner gets the proposal, a reminder, and a text when the tech is on the way.
Everything the job needs, in one place. For HVAC, plumbing, and electrical.
The tech marks pass, fail, or skip while they diagnose. Those findings stay on the job.
Jack drafts three options from what they found, priced from your pricebook, so the tech can offer the upgrade.
Orders and tasks stay on the job. Every past job, and the parts used on it, stays on the customer.
They review the option on their phone. If they wait, a reminder goes out. Nothing sends until someone on your team confirms it.
Text them when you are on the way, remind them about an open proposal, and nudge an invoice that is still open.
Bill from the accepted option, and see which invoices are still open.
Every new job comes with a suggested tech, matched by trade, skills, and recent similar jobs. Then it finds the next open slot.
Today
Selected technician next opening: Mon, Oct 5 Morning (8am-12pm).
Alex
Best fit · Selected
Mon, Oct 5 · Morning (8am-12pm)
Available today · 3 jobs booked
HVAC trade match · 1 recent similar job
Alex
Sam
Add your prices, add your logo, and send the first estimate.
Upload your pricebookor a template.
Put your logo and colorson each proposal.
Send it before you leavethe driveway.
No per-seat fees. No contracts. HVAC, plumbing, and electrical, for the whole shop.
Everyone in the shop is included. A new hire doesn't add a seat.
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Included
$399 a month. Unlimited users. HVAC, plumbing, and electrical. Homeowners get the texts and reminders.
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