From checklist
to customer decision.
Plan around your questions, approved quote options and prices. Agree the tech’s review, customer approval and office copy.
The aim: the same clear process across the crew.
TRADE SERVICE TEAMS · 6+ TOTAL STAFF
More service calls.
One clear process.
Your crew moves between customers. Your way of doing the visit should travel with them.
Bring your checklist, quote options and handoff. We’ll choose one repeated service call to set up and test together.
Free call · One process to test · 14-day trial · No card
Greater Austin first. Texas-built. Hands-on setup by arrangement.
FOR OWNERS BUILDING THE NEXT STAGE
Same kind of visit.
A growing crew.
Your team repeats service, repair or maintenance visits at different customers. You want clearer checklists, customer conversations and records as more people join.
6+ means the whole company: office and field staff together. Your first pilot can be just 1–3 supported-iPhone users.
HVAC · Plumbing · Electrical · Gate service · Other recurring trade services
CHOOSE ONE PROCESS TO START
Make the next visit
easier to hand over.
Pick the part your crew needs most. We agree the steps, show them with your form and test one useful result.
Start with reporting. Agree what comes next.
Report drafting, lead review, PDF and email are ready to try. Quotes, customer approval or signing, live reminders and cross-visit lookup are assisted-pilot steps to demonstrate with you.
THE REPORTING STARTING POINT
Say what happened.
Your lead checks it.
Your tech talks and takes photos on an iPhone. Ten-4 drafts your company’s form when the recording stops.
Readings, parts, photos and next steps stay in the write-up. Missing details stay open for a person to check.
Your lead reviews and signs before the PDF or email goes out. Ten-4 writes up the visit; it doesn’t inspect, test or grade the work.
See the reporting steps →ILLUSTRATIVE EXAMPLE
Fictional visit notes, not a customer record or product screen.
One plumbing service visit.
WHAT THE TECH SAYS
“Kitchen tap washer replaced. Ran the tap; no drip seen. I still need an after photo.”
- Work recorded
- Kitchen tap washer replaced.
- Tech’s observation
- No drip seen with the tap running.
- Still open
- Add the after photo before sign-off.
Next: the lead checks the draft and the open item.
ONE CALL. A PRACTICAL START.
Bring the form
your team uses.
Start with an owner or service lead who knows the company’s process. The first call is on Google Meet.
- 01
Show us one repeat visit.
Your form, the usual customer questions and where the handoff gets stuck.
- 02
Agree the pilot.
Choose one process. Review what it needs to do and see the steps before relying on them.
- 03
Try it with a small crew.
Confirm 1–3 supported iPhones, who checks the drafts and your 14-day trial dates.
Book a setup call
Free call · One process to test · 14-day trial · No card
Local hands-on setup around Greater Austin is by arrangement.
STRAIGHT ANSWERS
Good questions.
A clear start.
Is this for my kind of service team?
Start here if your company has 6+ people across the office and field, repeats similar customer visits and wants a more consistent process. HVAC, plumbing, electrical, gate service and other recurring trade services can fit. We start with your work, not just your trade name.
Does the whole company have to join the pilot?
No. Company size and pilot seats are different. Start with 1–3 supported-iPhone users and a lead who checks the drafts. Office review is free. We agree the participants and your 14-day trial dates during setup.
Can we try quotes, talking points or customer history?
Bring the part you want to make consistent. We agree one assisted-pilot process and demonstrate the steps before you rely on them. Company-priced quotes, customer approval or signing, live talking-point reminders and cross-visit lookup need their own demonstration. Report drafting, lead review, PDF and email are the starting point.
What should I bring to the call?
Bring your blank form or checklist and one visit your team repeats. If quoting is the priority, bring your approved options and prices. The first call is on Google Meet. Local hands-on setup around Greater Austin is available by arrangement.
YOUR CREW. YOUR WAY OF WORKING.
One visit.
Get the process clear.
Bring the form. Pick the repeat service call. We’ll plan the pilot with you.
Book a setup callFree call · One process to test · 14-day trial · No card