Guide 35
Work you already did, and could sell more of: Opportunities
The work you already spotted, still on your list
The problem
Repainting a house you notice the water heater rusting, and the client asks what a replacement costs. You say you will get back to them, and forget.
What Zeus does
Rate the likelihood of future work on the site record, and Opportunities keeps the list. Each row opens the job, and the next quote starts there.
Do this
Start on Opportunities
- Overview
Scroll to Neil Chartrand · Interior Repaint
Look at JOBS IN PROGRESS
- ＋ Add
Site record, then Add
- Fill inDevice or item · Age · Description
Water heater, fifteen years, rusting
- Likelihood of a future job
The 4th star under Likelihood of a future job
- Save
And the row carries an Upsell flag
- Opportunities
In the menu: every client with more work waiting
Look at UPSELL OPPORTUNITIES
- Show cases
Opens the note
Look at Rusting at the base, client asked about replacement
- Docs
Tap the row and you're on the job, same client, same address
- Quote
The next quote starts here
You now have
Work you could sell, already sitting in your app.
On screen, not tapped: UPSELL OPPORTUNITIES
ZEUS