Jay's Back Office
Working Phase One demonstration
Good morning, Jay
Talk to your office. It keeps the work straight.
You keep talking, calling customers, and doing plumbing. The office organizes who needs help, the work, the schedule, invoices, and what still needs your attention.
Talk to My Office
Tap the microphone, or type below. The demo will organize the instruction.
The five things that matter
The condition of the business at a glance
1
Who needs help?
3
What do they need?
1
Who and when?
1
Completed, not billed
3
Needs my attention
Customers and work
Tap the next step to move a job forwardMary Anderson
(641) 555-0142
214 Oak Street, Clear Lake
What they need
Water heater is leaking near the lower valve.
Randy
Today, 1:30 PM
Brothers Ace Hardware
(641) 555-0186
Clear Lake store
What they need
Review water-quality display and installation plan.
Jay
Tomorrow, 10:00 AM
North Iowa Rentals
(641) 555-0118
Garner, Iowa
What they need
Kitchen shutoff replacement completed; two hours labor and parts.
Randy
Completed yesterday
What is real in this Phase One demo
Jay can capture a customer call, speak or type an office instruction, assign and schedule work, mark a job complete, create the invoice step, and clear attention items. The demo remembers changes on this device. Phone answering, customer texting, shared logins, and real invoice delivery are the next connections after Jay approves the workflow.