Estimates and jobs

Send the job notes, get the write-up

At the end of the job, text CrewBuddy what you did and a few photos. It writes a short summary for the customer and a private record for you.

What you send: The date, the customer, the work done, materials and colors, care instructions you gave, and two or three photos. — What you send

What you get: A customer summary, a separate private record, a PDF if you want one, and a list of details to check. — What you get

Fictional example.

Text it like this

Fictional example.

You: Oct 9, Wilsons. 2 coats of Harbor Mist on living room and hall walls, ceilings flat white, touched up the closet door. Photos attached.

CrewBuddy: Draft for the customer: Thanks for having us out. We painted the living room and hallway walls with two coats of Harbor Mist, painted the ceilings flat white, and touched up the closet door. Let us know if you notice anything. Private record ready with the date, colors, rooms and 3 photos. Check: no price was in your notes, and the summary does not mention one.

Two outputs from one text

The customer summary says what was done, any care instructions you gave, and how to reach you. It uses only what your notes and photos support. If a detail is unclear, like which rooms got the second coat, CrewBuddy marks it for you instead of guessing.

The private record keeps the date, work, materials, color names, anything you found on the job and which photos go with it. CrewBuddy saves it in your assistant’s private files after you say so. It does not connect to Jobber or Housecall Pro, so paste the summary into the job there or attach the PDF.

Send it the same day while the details are fresh. A summary that arrives with the final invoice answers the “what exactly did we pay for?” question before anyone asks it. If the customer prefers Spanish, ask for both versions. They carry the same facts.

Why it is worth the minute

Months later, someone calls about a touch-up and asks what color you used. Ask CrewBuddy “what color did we use at the Wilsons?” and it looks through your records. The same records help when a customer remembers the scope differently than you do.

Keep photos about the work. Leave family pictures, mail and personal items out of frame, and do not send CrewBuddy card numbers. Door, gate and alarm codes stay in your own job app. Ask the customer before you post photos of their home anywhere public.

The job notes guide covers what to put in the notes. Once the summary is sent, it is a natural moment for the review request.

Sources: FTC: Protecting Personal Information, a guide for business

What you send

The date, the customer, the work done, materials and colors, care instructions you gave, and two or three photos.

What CrewBuddy prepares

A customer summary, a separate private record, a PDF if you want one, and a list of details to check.

What to keep in mind

The customer copy includes only what your notes and photos show. Private notes stay in the private record.

Talk to us about CrewBuddy