
RO-4418 · declined lines
Queue for Thursday follow-up. Still in Tekmetric.
Win work
In a shop it is the declined line on the ticket. In the field it is the extra the homeowner waved off on Tuesday. It is in Tekmetric or Shopmonkey, not on anyone's list for Thursday.
The agent keeps declined work in a queue and drafts the follow-up from the ticket you already wrote. A tech or advisor still owns the customer. The agent keeps the list.
Tekmetric
Shopmonkey
ServiceTitan
Jobber
RO-4418 · declined lines
Queue for Thursday follow-up. Still in Tekmetric.
Somebody looked at the car or the furnace and wrote the recommendation. Asking again is not a cold call. It is finishing the ticket.
We will not have AI start cutting price to 'win it back.' That is how you train customers to wait.
It is already on the repair order. It is not on anyone's list. The agent keeps declined work in a queue so asking again is just finishing the ticket.
Tekmetric, Shopmonkey, ServiceTitan stay the ticket. The queue is what we add.
More in win work
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