October check-in: Example Plumbing and Heating
Working well
- Working
Work orders from photos: 212 this month, 14 flagged, all confirmed by the office.
- Working
The Monday report went out every week. Finished but unbilled jobs are down to 4.
What we fixed
- Fixed
Your scheduling software changed its export on the 9th. We updated the connection, and no jobs were missed.
New in AI, and is it worth it?
- Worth it
A newer model reads handwriting better. We re-ran 50 of last month's work orders: flags dropped from 7 to 2. We suggest switching.
- Not yet
A new scheduling feature in your software doesn't fit how your crews book jobs. We'll look again in the spring.
Noticed
- Idea
Nine quotes are over two weeks old. Want a reminder added to the Monday report?

