The texts
The notes wrap
At the end of the day (5:30 PM by default, company time), each tech with completed jobs that still have no notes in Housecall Pro gets one text listing them, with the recipe to clear them right from the truck.
Hey Mike, saw you knocked out 5 jobs today. Good work. 2 still need notes:
- Diaz, AC no-cool
- Okafor, maintenance tune-up
Text me NOTE, the customer’s name, and what happened. I’ll write it up clean and file it after you approve.
The tech texts NOTE Diaz swapped the run cap, cooling fine, approves the draft, and the note files to the job. See Paperwork for the full flow. After filing, Holler mentions what’s still open so the whole list gets cleared in one sitting.
How it behaves
- Exact or silent: a job only counts as missing notes when Housecall Pro positively shows none. Every job noted, no text at all.
- Once a note files, the next wrap sees it and stays quiet. No repeat nagging: one wrap per tech per day, and quiet hours apply.
- Owners tune the time and template under Messages, in the Notes wrap card, or switch it off entirely.
- Runs on Housecall Pro today, since that’s where Holler can both read notes and file them back.