York's Jolly Light Installers
What are you here for?
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Installer
Jobs, clients, close-outs
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Sales / Office
Numbers and the book
Crew code
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Who's on the truck?
Tap your name. It'll remember you on this phone.
York's Jolly Crew
No signal. You can still look things up. Anything you submit will send when service comes back.
What are you doing?
📅
Today's Jobs
Your route for today
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Find a Client
Look up any house
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Schedule
Next 3 weeks of installs
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What Do I Do?
Step-by-step for the job
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What I submitted today
Nothing yet
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Today's Jobs
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Find a Client
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Client
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Close out job
Did you put a yard sign in the yard?
Yes
No
Refused
Roofline feet
Measured, not guessed. 1 foot spacing on every roofline.
Bulbs used
At 1 foot spacing this matches the footage. Change it for minis or balls.
Light strands / runs used
Was the client home?
Yes
No
Does an invoice need sent?
Yes
No
Disclosure left?
Yes
No
N/A
Timer window set to
What the client asked for.
Anything the next crew needs to know?
Gate code, dog, bad outlet, needs a lift next year.
Anything they want added next year?
Goes in as an upsell. Don't quote a price.
Photos
Wide shot of the lit house from the street, plus the yard sign. No truck or ladders in frame.
Submit job
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Add a note
What happened?
Goes straight onto the client's record. Say what you'd want the next person to know.
Photos (optional)
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Schedule
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The Book
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What Do I Do?
Pick your situation
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Existing install
Their lights, going back up
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Brand new install
First time at this house
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Takedown
Pulling lights in January
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Submitted today
