Shop Walkthrough

M360 CRM · Calls

Take the callCalls

CallerDana Ruiz · existing customer

What's going on"No hot water since this morning."

Equipment on file50 gal gas water heater · 12 yrs

Greeting + nameTwo qualifying questionsFee statedMembership offered

Booked · Tue 10–12

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M360 CRM · Dispatch board

Dispatch board · Tuesday3 techs

Chris R.

Drain clearRuiz · water heater

Luis M.

AC no coolMaintenance

Trevor S.

EstimateRepipe walk

Aged system flagged: replacement options will be ready on site.

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Parts

Load before you roll · tomorrowChris R. · 4 jobs

50 gal gas water heater
Expansion tank
Gas flex connector and shut-off
PEX crimp rings

Forecast built from the board and the parts this job usually takes.

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M360 CRM · Tech app

Ruiz · 10:00On site

Hello
Find-Out
Figure-It-Out
Fix-It
Educate
Wrap-Up

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Price Calculator

Describe the jobPrice Calculator

Leaking at the base. Replace 50 gal gas heater, add expansion tank.

Replace 50 gal gas water heaterExpansion tankPermit and haul-away

GoodBetterBest

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M360 CRM · Customer portal

Your optionsCustomer portal

GoodBetterBest

Approved and signed

Proposal accepted. The job, parts and agreement offer update together.

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M360 CRM · QuickBooks Online

InvoiceRuiz

StatusPaid on site

CommissionSold by and performed by Chris R.

Parts usedTaken off Chris's truck · restock queued

Synced to QuickBooks Online

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Operator Guidance

Monday briefOperator Guidance

Example finding · Execution & SalesOptions weren't presented on every aged-system call last week.

Play: present Good, Better, Best on every system over 10 years. Owner: service manager. Re-measure: next Monday.

The same week's calls, board and invoices feed the finding.

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Watch one job run through M360.

See M360 run your shop.