Triage
Separate emergency no-cooling/no-heat requests from estimates, tune-ups, and maintenance.
Technical
ArcStone maps service, replacement, maintenance, tune-up, and emergency requests into practical categories, sales owner rules, and follow-up timing.
Separate emergency no-cooling/no-heat requests from estimates, tune-ups, and maintenance.
Track estimate sent date, system type, buyer status, owner, objection, and next touch.
Create a stale quote and stale service request review before opportunities vanish.
Sequencing the next step so the scope stays focused and practical.