Remember every promise to a client

Four habits that keep promises

• Write it down the moment you say it. Not in the evening, not "later". Ten seconds in the truck is enough.
• Give every promise a day and an hour, not just a day. "Thursday morning" gets done. "This week" does not.
• Keep it in one place. A reminder in your head, one on a sticky note and one in a text thread means you check three places.
• Look at the list at the same time every day. Morning coffee works. A list you never open is no list.

Set the follow-ups before you forget them

After an estimate visit, an estimate sent, a message with a question: each one needs a next date. If the client goes quiet, the date is what brings you back.

How it works in WorkTime CRM

The Calendar holds visits, to-dos and reminders together. The switch under its title opens the Clients view, or the projects calendar, where you see jobs and your crew.

Some reminders the CRM sets for you. After a visit it puts "Estimate due" on the calendar, after you send an estimate it adds a follow-up, and a client you mark Rejected gets win-back reminders. The waits, in days, are set in the Calendar & reminders card. The same card has quiet hours and a switch to skip Sunday reminders.

Every alert the CRM sends you is also filed behind the bell in the top bar. If you swiped a push away, the copy is on the notifications page.

Questions

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