Agent Activity Wall live preview
Put everyday work in motion.
@Agent Every Monday at 8, chase any invoice over 14 days late
Runs every Monday, and asks before sending
@Agent Reply to Cedar Park and offer Thursday or Friday
Checked the calendar and drafted the reply
@Agent Make me a sheet of every job we did for Cedar Park this year
Created the customer’s job history in a sheet
@Agent Find an available technician for tomorrow morning
Two technicians are free before 10am
@Agent Who owes us money, and who should I chase first?
Found $9,840 overdue and wrote three reminders
@Agent Post this week’s numbers in #office on Friday
Sales, costs and cash, posted every Friday at 5
@Agent Add everyone who booked through the website to HubSpot
Added 14 contacts, with their bookings
@Agent Check whether my afternoon appointment can move to Thursday
Found two open times on Thursday
@Agent What did we quote Harbourview for the rooftop unit?
Q-1031, $14,860. Raj has opened it twice
@Agent Email tomorrow’s customers their arrival window
Emailed nine customers, and logged every one
@Agent Keep an eye on new enquiries and flag the urgent ones
Watching your inbox from now on
@Agent Get the customer’s recent jobs ready for my next call
The job history and open quote are ready