✅ Post-Job Workflow

Do this after EVERY job — takes 5 min

Step-by-Step

1
Walkthrough with customer

Show them every window/surface. Point out before vs after. Let THEM say it looks great.

2
Take before & after photos

4 angles minimum. 1 video walkthrough (15 sec). Get customer in frame if they're willing.

3
Collect payment

E-transfer preferred. Cash receipt if cash. "Payment is due upon completion."

4
Send thank-you text (generate below ↓)

Within 30 minutes of leaving. Includes review link + referral offer.

5
Log the job

Open Daily Tracker → log customer, amount, source, neighbourhood.

6
Post to Instagram

Before/after photo or 15-sec reel. Tag location. Do it while parked before driving to next job.

7
Add to follow-up list

Open Follow-Up Scheduler → add Day 3 review reminder + Day 14 upsell.

Generate Thank-You Text

Enter a name to generate...

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