Check in
We ask the homeowner if the temperature feels right, whether the system is quiet, and whether anything still seems off.
bitesize · service follow-ups
Close your service follow-ups in minutes
Get a triaged callback queue with review requests, service-recovery drafts, and plan flags — minutes, not the next morning.
- Reading the job type, system serviced, and the technician's notes.
- Asking the homeowner about comfort, noises, and whether the fix held.
- Flagging callback risks, plan opportunities, and review-recovery cases.
- Drafting the follow-up message and a chart-note for dispatch to action.
From truck to text.
Three pillars cover every post-service ticket — every customer comes back triaged with a follow-up draft your office can send.
Triage
We separate callback risks from happy reviews and from maintenance-plan opportunities — and rank who needs the service manager today.
Draft
Every customer ships back with a follow-up draft — review request, service-recovery message, plan offer, or estimate nudge — ready to send.
Your service follow-ups, on autopilot.
Six checks run on every completed ticket — every finding ships with a draft your office can review and send.
Comfort check-in
Heating, cooling, noises, smells, leaks — the homeowner answers over SMS or voice in their own words.
Callback risk flag
Surface signals that the fix didn't hold or the customer is still uncomfortable — before they call you.
Review request
A pre-drafted 5-star review ask for the customers who told us the call went great.
Service recovery
A pre-drafted service-recovery message for any customer who's still unhappy — owner reviews and sends.
Plan opportunity
Flag homeowners whose system age and concerns make a maintenance plan a same-day attach.
Estimate follow-up
Catch the customers who declined the recommended repair and draft one more conversation before a competitor does.
Ready to close yesterday's tickets before the morning huddle?
Open one queue at 7 AM — know which 3 customers need a real call, which 5 will leave 5-stars, and which 2 are warm on a plan.