Plumbers Template Agent · App

Know what happened on every job

Collects notes, photos and parts used from each visit, then keeps the customer record straight.

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AgentsAppsKnowledge

Cass Dispatch Assistant

Clawnify Lite

Triage the morning's calls and send someone to the urgent ones

The user wants emergencies separated from routine work and dispatched by travel time… Clawnify Triage Call 1

Six calls. One is water escaping, so I sent Dan straight there.

Clawnify Send Sms 1

Message Cass...

/ commands thinking: high Enter send · Shift+Enter new line

Call To Van · Triages the fault, then dispatches or books 5 steps

Trigger Inbound call
AI Triage the fault
Branch Water escaping?
yes Agent Dispatch now no AI Book a slot

Jobs 6 records Job value US$5,770 Add job

Triage 2 US$410

Burst pipe · urgent US$320

Willow Court Cass Doyle

Dripping tap US$90

J. Patel Cass Doyle

Dispatched 1 US$180

No hot water US$180

Harbour Cafe Dan Reid

On site 2 US$4,920

Bathroom refit US$4,800

Oakfield Ltd Dan Reid

Boiler service US$120

Unit 14 Cass Doyle

Invoiced 1 US$260

Leak repair US$260

Kingsway Lets Dan Reid

Proposal Playbook Published v1 History Archive Save draft Publish v2

Proposal Playbook

A collection of proposals submitted to various clients.

Reference Auto proposals/playbooks Tags — comma-separated labels

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Purpose & Philosophy

Every strategy we build connects the work to the people who actually see it. We are not generalists who happen to work here — we are the people who do the work.

The method is the same whoever the client is: research, structured planning, and real-time correction, with both the experience and the number it moves in mind.

Please enter…

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More for Plumbers

2 ready

Sort the emergency from the can-wait Asks the questions that separate a burst pipe from a dripping tap, and routes each one accordingly. Quote it before the kettle boils Prices the job from photos and your rate card, and sends it while you are still on the drive.