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Quick Bid
So this phone buzzes for new texts, voicemails and office messages (office: only while you're In · techs: only on the clock).
PM Bid
Open = bids waiting on the customer, drafts, and walk-in visits.
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Follow-ups
Walk-in visits whose follow-up is due. The tech who made the visit sends it; not sent a week after it is due, it moves to the office.
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Walk-in visit
Settings
Company settings
Pricing (rates, trip zones, frequency percents) is changed as a new price set, never edited here, so old quotes keep their price.
My settings
Display
Kept on this phone.
My signature
Prints under PREPARED BY on every proposal. Kept on this phone only — on a new phone, draw it again.
My phone calls
Phone · Who rings
Notifications
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Office: new texts, voicemails, missed calls and staff messages — only while you're In (DND mutes them). Techs: office messages — only while you're on the clock; anything sent while you're off waits for your next clock-in.
PM Bid
Nothing to set here yet.
Phone
(970) 648-8874 · shared by the office · every text you send is signed with your name · calls show in each client's thread.
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Needs you
Shared by the office: a tech's "please share", answers to your questions, held SF jobs, voicemails waiting for Done, time off to approve. An item leaves when someone taps Done.
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Word list
The trade words the call summaries must spell right (Precor, Matrix, Octane…). Fix a word on any call in Texts & Calls; Hagen or Rose approve the fixes here.
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Staff messages
Each tech's thread with the office, and the office's own group. Not texts — these never leave the app.
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Customers
Jobs
Jobs
Equipment
Customers
Job history
Tap the round button. The camera stays open — take as many as you need, then Done.
Equipment at this site
Tags
Site
Job
My day
Dispatch
New job
New job
Job
Desks
Equipment
Equipment details
Nearby
Ask Milo
Milo answers from the MHTT help articles (no AI, no cost) - the best matches show first. Equipment manuals and the bot's own knowledge come later.
Help
Answers come from the MHTT help articles (no AI, no cost) - the best matches show first.
Help
Search
My time
You're an owner: your time is a TEST only and is never sent to Gusto for pay.
Overtime is split by the clock: over 40 a week, over 12 a day, or over 12 in a row — whichever pays more (Colorado).
Exact minutes, no rounding. Your location is saved only at each tap — never in between.
Activity log
Each card asks one plain question the computer couldn't settle. OK takes the suggested answer, or pick another. Anyone in the office can answer · a choice clears it for everyone · nothing is deleted · a fix Service Fusion needs goes on the SF to-dos list, and Claude pushes it after Hagen's OK.
SF to-dos
Fixes Service Fusion needs, made from the office's answers. Hagen OKs them (here or in the chat), Claude pushes them, Saturday's pull verifies them. Service Fusion never loses a record: the losing one gets "zz" in front of its name and a dash on its number. Hand steps are for things the connection can't do.
Customer
Coming next: open jobs and job history from Service Fusion, each job # linking there. For now, look the customer up in Service Fusion.
Money (open invoices, balance from QuickBooks) — later.
Team time
The file uses Gusto's own template columns, hours already split Regular / Overtime. Owners are left out. Blank means "leave what's in Gusto"; a 0 would overwrite.
The place
No match? Just type below — that's a new client.
Photos
The equipment and the business card. No serial numbers needed. Works with no signal — photos send themselves later.
Did you talk to someone who wants a price?
What we saw
Leave it grey for the usual. Numbers only.
Equipment
Frequency & price
How we got here (internal)
Verify
Service address
Technician signature
Prints under PREPARED BY on the proposal.
Contact & signature
Go through this page with the client. When they agree it is right, they sign below.
What this visit includes
Terms
Contact
Reviewed by
Required to save the quote. The client signs with a finger. It prints on the proposal.
Quote saved
Client re-review — reviewed by
Go through the confirmed price with the client. They sign again:
A customer-facing PDF — the price, what is covered and the terms. None of the internal math.