Between jobs
Collect details for a plumbing callback
Capture the reported problem and the original job without promising warranty coverage.
Fictional example.
Record reports as reports
Keep the customer's own description and date. Add the original invoice and the finish photos if you have them. CrewBuddy should distinguish a reported condition from a confirmed finding. A callback record helps the technician prepare but does not establish responsibility.
Hand off to the right person
Send the note to the person who handles urgent calls under your business procedure. Do not leave an active problem waiting in a weekly list. Once a visit is agreed, save the actual time in the job system and keep the customer acknowledgment with it.
Connections: Jobber, Google Drive.
What you send
The customer’s message, original job number, completion date and any photos they provided.
What CrewBuddy prepares
A callback note with reported symptoms, missing questions and a draft acknowledgment.
What to keep in mind
A technician decides the cause and the owner checks coverage. Do not diagnose a leak from a picture.