Notes and parts from the job

The crew used to be able to answer the office, but never start the conversation. Now a Note to the office card sits at the top of the pass every day.

The Note to the office card on the crew pass with the Write a note button
  • Write a note: hold the mic (in the crew member’s own language) or type. If a job is open, the note is tagged with it, like “Re: Regular Cleaning for Luis Moreno: need a 2 inch P-trap”, so the office knows which job without asking. It lands on the Crew tab of Texts and pushes the owner.
  • Need a part: say what and how many, and add a shelf photo when a job is open; the photo lands on that job. The push reads “Sam needs a part”, and the note carries a Part chip on Texts and a “Part needed” line on the Daily Brief.
  • On the invoice: when the office invoices that job, the builder says “The crew asked for 2 parts on this job” with one button, Add as lines. The parts land at quantity 1 for the office to price.
The Need a part panel: hold the mic or type what part and how many, with a Shelf photo button
A sent part request tagged with the open job, showing the Part chip

No signal? Both wait in the outbox and send when it is back. Office notes never collapse into one another.

Still stuck?

Email us and a person will answer. Include your workspace name, and the quote or invoice number if it is about one.

Email support@houndbell.com