Running the day on Thorbis
How a call becomes a job, a job becomes an invoice, and a week becomes something you can read. The operating loop, taught in the order the day runs it.
Check yourself · Lesson 01
1 of 8
A customer calls about a rattling furnace. Where does the office find what was done there last fall?
The lessons
In order, or in any order.
- 01The record is the spineEverything the shop knows about a customer and a property, in one place.5 min · 0/2
- 02From the call to the boardIntake without leaks: the call ends as a scheduled job, not a message slip.6 min · 0/2
- 03From the book to the drivewayPrice book to estimate to approval to invoice to payment, on one record.6 min · 0/2
- 04Reading the weekBooked, closed, collected, open. The company in four numbers.5 min · 0/2
The other courses