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Claire GautreauxOwner

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Send estimate for bed weed controlSend estimate for bed weed controlFollow up on large patch
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Tasks At A Glance

Your open tasks. Tap a number to see that list.MoreLess
What It Does
Your open tasks, what is due today, what is overdue, and what is waiting on someone else. Tap a number to see that list. Counts what is already on this page. Tap a number to open that list.
What It Changes
Nothing. It only counts.
How to Use
  1. Open Tasks.
  2. Read the numbers at the top.
Help Article
My Open21tasksDue Today1todayOverdue3past dueWaiting0on someone else
Type it like a note. Details are picked up as you go.

Try One

How It Works

  • +customer, street or phone
  • @person
  • /template
  • #type
  • !high · urgent · low
  • tomorrow · next tue · end of week · in 2 weeks
  • 3pm · morning · noon · tonight

Any order works, these are the same:call Bob fri 3pm @Andre@Andre fri 3pm call Bob

Templates

Call back customer. Due today, includes a 4-step checklist.
A free return visit after a customer concern. Due in 3 days, includes a 4-step checklist.
Fix customer complaint. Due tomorrow, includes a 4-step checklist.
Equipment repair or maintenance. Due in 3 days, includes a 4-step checklist.
Friday check of sprayers and spreaders. Due in 7 days, includes a 3-step checklist.
Call or text two days after an estimate goes out. Due in 2 days, includes a 3-step checklist.
Follow up on estimate. Due in 3 days, includes a 4-step checklist.
Everything a new customer needs before the first visit. Due in 2 days, includes a 4-step checklist.
New customer setup. Due in 2 days, includes a 4-step checklist.
Collect past-due payment. Due tomorrow, includes a 4-step checklist.
Add or update property notes / gate code. Due today, includes a 3-step checklist.
Renew contract / new year price. Due in 7 days, includes a 4-step checklist.
Re-service / callback visit. Due in 2 days, includes a 4-step checklist.
Restock products / truck load out. Due tomorrow, includes a 4-step checklist.
Get a review request out. Due in 2 days, includes a 4-step checklist.
Weather reschedule. Due today, includes a 4-step checklist.
Any tags
Saved segments
Thank-you mailer
First-year customers
Access
Account
Property

99 open tasks

Tasks 99 open · 30 done

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