Curriculum system in the free Booked Jobs Machine (you run it). Same systems when I install for you (Booked Jobs Machine - Installed). New here? One system this week - not all 12.
At a Glance
- Outcome: Every qualified lead gets a booked job or a scheduled next step - not ‘we will call you back.’
- Time this week: 45–90 minutes
- Depends on: Systems before this one for clean data
- Unlocks: Later systems (paid, scoreboard) need this foundation
- Tools: Leak score · Templates · Checklists
Do This Week
- Paste one intake script into phone notes or CRM.
- Always offer two appointment times before hanging up.
- Capture: name, phone, address, issue, access notes, source.
- Practice 3 role-plays with whoever answers the phone.
- Log lost reasons when they do not book (price, timing, not owner).
Owner Checklist
- Two-time book ask on every call
- Address before dispatch promise
- Source tagged when booking
- Emergency vs estimate scripts separated
Deep Guides
HVAC vs Plumbing
| Plumbing | HVAC | |
|---|---|---|
| Focus | Drain: book same-day; water heater: written estimate path if not emergency. | Tune-up calls: book + plan pitch language ready; replace leads: estimate window + decision maker. |
Common Mistake
Taking a message with no time on the calendar.
How This Fits the Machine
This system is one brick in the Booked Jobs Machine. You run it free in the library - or I install and run it (Booked Jobs Machine - Installed) with weekly optimization.
Next Step
Open System 07 when this week’s checklist is done.
Stuck after 30 days with real volume? Founding free: Booked Jobs Machine - Installed - first 3 HVAC/plumbing shops that pass screening.