I’d like to hear how y’all deal with the following situation.
You are at a house doing a house wash, and you notice a stain on the driveway, and a gazebo out back that needs…help. You try to reach the customer, but can’t in the moment. I assume you could just send them a followup email or try to text them after the job. But if they don’t respond, how are you noting these possible services for future use? If the customer calls again 12 months later asking for a house wash, and you obviously want to ask them about the stain and gazebo, do you just put a note in your crm?
One other situation: Let’s say I like to count windows because I quote a price/pane (depending on the window). A customer calls me out for a house wash, and I do the house wash. 6 months later, the customer asks me for a quote on window cleaning and deck wash (something else I want to inspect before quoting). Is there a way for me to avoid going out to the property a second time just to quote a property that I’ve already worked?
I’m asking the forum because I built a solution to both of these problems (I’m a software engineer by trade), and I’m seeking advice. I want to know if what I have is truly unique, or if every piece of software has an efficient way to handle both of these problems. I haven’t found a way that’s better than mine so far, but I’m only one guy, I figure if it’s out there, this group will know. How are y’all handling these situations? What’s your most efficient solution? Thanks for the input!
