oto.cx

← use cases · construction · customer relations

A tracking page per client, kept up by the agent

A client's whole file on one page, kept up to date without you.

read for
this case applies to construction · saas · consulting · it reads in each one's own words
your agent otooto connected
Update the client's file with this week's exchanges.
ooto · email · searchdone
$ mail_chercher --client dossier --depuis 7j
→ 6 exchanges found
ooto · pages · updatedone
$ page_mettre_a_jour --section chronologie
→ 4 entries added
File up to date: timeline completed, two documents filed, one step moved to "waiting on client". Next action noted at the top of the page.
illustrative scene · no client names
today

A job whose history lives in the foreman's phone.

Visit, survey, quote, amendments, photos: a job's history is spread across three phones and two mailboxes.

with the agent

One page per client, timeline and documents, that anyone can pick up.

It creates and keeps a page per client: identity, timeline, documents, status of each step. It reviews it before any work on that client.

for example, constructionOne page per job: visit report, survey, signed quote, progress photos, exchanges with the client.

  1. 01Open the page. Identity, contacts, structure decided once.
  2. 02File the documents. Emails, photos, quotes, reports, as they come in.
  3. 03Keep the timeline. Every exchange dated, the status of each step kept current.
  4. 04Review before acting. The agent always starts from the page, never from scratch.

it readsemaildrivecalendar

what comes out

An up-to-date page per client, with its documents.

file · clientsample
visit · photosmar 12
quote sentmar 15
depositreceived
the gain

Anyone can pick up a file without searching.

To get started: Decide once on the structure of a client page.

try it on a real case →
also worth reading

more cases: customer relations

Responding to inbound requests

what you deal with

Quote requests that wait until the job's finished for a reply.

what the agent does

A roof repair request gets a reply within the hour asking for the address and photos, then a visit slot.

requests · receivedwhat comes out
leak · urgentcallback
roof window quotequestions
see the case in detail →

your case

tell us what you'd rather stop doing.

we check together whether the data exists, try it on a real case from your week, you correct it, and the rule gets written down. if it doesn't work, we'll tell you.

write to alexis →reply within 48 h, in english or french.