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Module 1: Intake and Job Setup

Lesson 1: Convert a booking into a clean Jobber job with correct program labeling

Lesson 2: Confirm property details, access notes, and contact ownership without back-and-forth

Lesson 3: Assign the right technician and visit type based on the booking

Module 2: Confirmation and Reminder Execution

Lesson 1: Send the correct confirmation message without creating expectations of an estimate

Lesson 2: Send reminders that reduce no-shows and prevent confusion

Lesson 3: Handle last-minute changes while protecting the schedule

Module 3: Client Hub and Communication Logging

Lesson 1: Log every client interaction so any teammate can pick up the thread

Lesson 2: Use consistent note standards that stay factual and audit-ready

Lesson 3: Route questions to tech or estimator without letting clients bounce around

Module 4: Refunds, Reschedules, and No-Show Control

Lesson 1: Apply refund rules correctly and document the outcome cleanly

Lesson 2: Reschedule requests without breaking technician routing and capacity

Lesson 3: Process no-shows using the approved scripts and follow-up sequence

Module 5: Complaint Handling and Containment

Lesson 1: Receive complaints calmly and stop escalation in the first contact

Lesson 2: Document the complaint so it is usable for accountability and follow-up

Lesson 3: Resolve or escalate complaints using the correct internal path

Module 6: Documentation QA and Follow-Up Readiness

Lesson 1: Verify required photos and job form completeness before follow-up

Lesson 2: Identify missing or unclear documentation and kick it back correctly

Lesson 3: Prepare the file for estimator/office follow-up without rework

Office/Admin Track — Running Intake, Scheduling, and Client Communication for ECR/ICR/LCC

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