Customers

I add and update customers from every call I answer. 2 owe you $1,229 and 64 have gone quiet.

Needs you3

Win-backOffer ready

Win back 64 quiet customers

They haven't booked in a year. I wrote one text with $50 off their next visit, good through September 30. Only people who said yes to texts get it, once texting is approved.

The text, as it will read
“Desert Demo Electric: it's been a while! Here's $50 off your next visit, good through September 30. Reply YES and we'll find a time, or call (480) 555-0110. Reply STOP to opt out.”

Money

2 unpaid invoices, $1,229 — remind them until paid?

Oldest is 8 days. I can remind them with the pay link, and stop the day each one is paid.

Set it upOpen

Quote or price

Quotes that have gone quiet

Five estimates over $1,000 haven't been answered in a week. That's $14,620. Want me to follow up? I'll write each customer a short note today and put them on your call list for Tuesday. I can add 5% off if they book by Sep 6.

Cactus Ridge Dental $4,960 · Del Rio Cafe $3,400 · M. Okafor $2,890 · and 2 moreHelps your goal: 15 jobs a week

See them in Pipeline

21customers · 10 jobs on file

+7 new this week

Priya N. was on file twice, once with no phone, email or address. I show one.

Lists I keep currentYour imported list: 214 people, 64 quiet a year

Each customer has a private page with their visits, quotes and bills.

Customer	Best way to reach	Last or next	Paid so far	Group	Ava
Regina AlvarezMesa · new today	On fileFrom their call	Today 2:00 PM · Ceiling fan installNobody on it yet	—	Booked	Crew pick ready
H. Patellead	On fileFrom their call	Aug 26 · CalledEV charger install with permit. Estimate approved on the cal	—	Past
Priya N.Mesa · new yesterday	On file	Today 1:00 PM · EV charger installSam	$400	Booked	Thank-you ready
R. Okaforsince Jun 30	On fileFrom their call	Aug 28 · CalledRecessed lighting for a family room. Site visit booked.	—	Past
Jordan HaleMesa · new yesterday	On file	Tomorrow 4:00 PM · Estimate walkthroughPat	—$1,000 owed	Owes
Alex QuinnMesa · since Aug 20	On file	Service call — GFCI outlets$229 · billed 8 days ago	—$229 owed	Owes	Past its window
Nina CastilloMesa · new today	On file	Tue, Sep 1 10:00 AM · Smoke detector installSam	—	Booked	Crew pick ready
Glen WardMesa	On file	Tomorrow 2:00 PM · Rooftop AC disconnect replacementPat	—	Booked	Watching the storm
Maria SantosMesa	On file	Tomorrow 1:00 PM · Kitchen outlets outPat	—	Booked	Crew pick ready
Dan RuizMesa · new yesterday	On file	Today 9:00 AM · Troubleshoot — flickering lightsPat	—	Booked	Extra work to price
Dana PattersonMesa · since Aug 22	On filePrefers texts	Wed, Sep 2 7:00 AM · Whole-home rewire (2,100 sq ft)Pat	—	Booked	Deposit drafted
M. Okaforlead	On file	Detached garage subpanel quoteNot opened yet	—	Quote out
Cactus Ridge Dentallead	On file	Office lighting retrofit quoteNot opened yet	—	Quote out
Brooks Familylead	On file	Pool and spa bonding + GFCI quoteNot opened yet	—	Quote out
L. Nguyenlead	On file	Hot tub circuit (50A) quoteNot opened yet	—	Quote out

From jobs, no contact yet 6Names from a job or a quote with no phone, email or address. They move up when one comes in.

Customer	Best way to reach	Last or next	Paid so far	Group	Ava
D. Brooks	No phone yet	—	—	Past
J. Whitfield	No phone yet	—	—	Past
Sandoval Remodellead	No phone yet	Whole-home rewire (1,900 sq ft) quoteNot opened yet	—	Quote out	Quote follow-up
K. Tranlead	No phone yet	Sub-panel + 4 garage circuits quoteNot opened yet	—	Quote out
Del Rio Cafelead	No phone yet	Kitchen circuits for new equipment quoteNot opened yet	—	Quote out
Monroe HOAlead	No phone yet	—	—	Past