Recommend More Work: leads from your crew
Your crew notes extra work a customer could use, and it becomes a lead you can quote.
Your crew sees things you never will: overflowing gutters, a deck that needs sealing, a lawn that needs aeration. Recommend More Work turns what they see into sales. Turn it on for a line in Settings → Line Features.
How it works
- 1When finishing a stop, the tech opens Recommend More Work. They tap an idea (like Gutter guards) or type their own, add what they saw and a rough price.
- 2When the visit is done, each item becomes a New lead on your Leads board, with Technician as the source. The customer's name, phone and address are filled in for you.
- 3You get a bell alert: "Crew found more work to quote".
- 4The customer sees it in their portal under Recommended for you. They can tap Get a quote or No thanks.
- 5If they tap Get a quote, the lead moves to Contacted and you get an alert. If they say no, it's marked lost so you don't chase it.
- 6Send the quote from the lead like any other.
Tip: Repairs your crew already reports also become leads when this is on: a gutter or roof-edge repair, a downspout that's still clogged, or damaged window screens the customer wants fixed.
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Related guides
Line Features: extra tools for your trade
Switch on special tools made for each kind of business.
Gutter Cleaning
Clean and flush gutters and downspouts, plus gutter-guard installs — seasonal and on-demand.
Window Cleaning
Interior and exterior window washing, screens, and tracks — recurring or one-time.