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Part Order Process
With Action Cards – My HVAC Tools

Full process of part ordering that eliminates any
clients falling through any cracks.

Job complete With NO estimate action card w/Cherie

This is an action card at work. Pulled straight from Service Titan dropped in your communication platform (google chat, slack, Microsoft teams). When a tech or installer completes a job but doesn’t deliver an estimate you need to know instantly.

Balance Due But Job Complete Action Card w/Cherie

This is an action card at work. Pulled straight from Service Titan dropped in your communication platform (google chat, slack, Microsoft teams).When a tech or installer completes a job but doesn’t collect you need to know instantly.

Job rescheduled alert w/ Cherie

A quick overview of the Job has been rescheduled alert which helps notify your team if you reschedule or add a job on board for today.

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