XTA Heating & Repair

Thursday, Oct 29

Wrangle

Automations

When a new customer calls, text me a summary

Name, address, and what they need.

When someone wants a visit, offer the next open time

Checks your rules, then books if they say yes.

After a job is booked, text the customer a confirmation

Time, address, and the visit price.

When a lead comes in after hours, save it and text me

You see it in the morning.

Each morning, text me today’s schedule

One text at 7:00 AM.

Recent runs

  • Yesterday, 4:44 PMTexted you Maria Alvarez’s no-heat summary.
  • Yesterday, 4:44 PMTexted Maria her 8:00 AM confirmation.
  • Yesterday, 11:07 AMBooked Ken Patel and saved the intake.
  • Today, 7:00 AMMorning schedule text is off, so it did not send.