Forum Discussion
Daichi
2 months agoContributor 2
By the sounds of it you operate on a much larger scale. One thing I do for our regular property maintenance clients is a job form that our employees send after each visit. It's reduced the number of emails we have from these clients. We mentioned what we did and what the plan is for their next visit.
Probably a lot to unpack here but I'd be interested to chat over Zoom or something to learn about what you're doing and answer any questions you might have!
- DPungitore5 days agoContributor 2
We do use job forms. My problem with job forms is that it’s really only for the customer. We can reference it on the admin/billing side but it’s not as easy to see as notes which appear on the same page.
definitely interested in how it’s working for others
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