What needs my attention before the morning meeting?
See Rokko at work
Keep the office and field crew on the same page.
Ask what needs attention. Check the job details. Approve the next step without chasing people across texts and tabs. This is a sample workroom with no customer data.
#owner-brief
Today’s owner list · sample only
I found three items in this sample list. Two need your call. One is already finished.
I put the job details below so you can check them before anything moves.
The job notes and time limits are ready for you to review.
The first item is ours. Open the thread and we’ll confirm the access time.
#inbound-review
Customer follow-up · sample only
A customer asked to change the service time. The job is waiting for the owner.
I put the call notes and current appointment together. Nothing has changed yet.
The customer request, current time, and owner are all here.
Keep the customer note with this when it goes to scheduling.
#schedule-recovery
Missed visits · sample only
The 11:30 visit needs a closer look. The customer did not confirm.
I prepared two sample ways to get the visit back on track. Neither one moves until you pick.
Nothing changes until the right person checks the options.
#lead-response
New leads · sample follow-up list
Which new leads still need someone to call them back?
Three sample leads are waiting. The replies are ready, but nobody owns the call backs yet.
Put the first lead on my list. Leave the other two unassigned.
#sales-handoff
Sales-to-crew handoff · sample checklist
This sample job is ready for the crew to check. The customer promise and access notes are attached.
One detail is still missing. I kept the handoff on hold instead of marking it done.
The crew can check the missing detail before taking the job.
Rokko
Online · ask Rokko
Tell me what you do in one line.
Ask what needs attention. Check the details. Make the call. See what happened.
No messages match that search.Try a customer name, job detail, or shorter phrase.