The job is done, but the relationship is not. This agent drafts a short follow-up after service: thank the customer, ask if anything still needs attention, and offer a maintenance plan when it fits.
What's Included
- Post-job note: A clear, polite message tied to the completed visit.
- Issue reopen path: Easy way for the customer to report a leftover problem.
- Plan offer: Optional maintenance upsell language you can edit.
- CRM log: Keeps the follow-up on the customer record.
How To Use
- Clone the app and connect your customer list.
- Mark jobs complete during the day.
- Let the agent draft follow-ups in a review queue.
- Send approved notes and track replies.
Pair with the home services portal and CRM agents.