Four questions, in this order
Do this before the first ladder. Write the answers on paper if you have to. It takes ten minutes.
- Where do I have to be today, and at what time? Confirm the first visit with the client.
- Who wrote to me and has not had an answer yet? Reply first, then everything else.
- Which estimates did the client not open? A letter that was never opened is not "thinking it over". Text them a short line.
- Who has an unpaid invoice? One polite message beats a month of silence.
Why this order
A homeowner who asked for a price usually asks two or three people. The one who answers first often gets the visit. A reply costs you a minute; a lead that waited two days is hard to bring back. Money comes last on the list, but it must be on the list.
How it works in WorkTime CRM
Everything above is on the Dashboard. Under the three big tiles, "Next 7 Days" lists your visits and work days. Today's visits whose time has passed turn grey with a green "passed" mark, so you see at once what is still ahead. Each visit shows the client's current stage.
Below it, "Recent Estimates" shows what the client did with each estimate: opened, how many times, or "Not opened" with the days since it was sent. It turns amber after two days and red after five. The Clients list puts first whoever needs a hand: a text nobody answered, an overdue invoice, a missed visit, a lead stuck for over a week.
For the conversations themselves open Inbox: one row per client, with the ⚡ mark on those waiting for your move. For the whole week, open the Calendar.
