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: One named queue owner, clean CRM stages, and a 15-minute Monday rhythm.
- 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
- Write on a sticky note: queue owner name + backup.
- Map CRM stages to: New → Contacted → Quoted → Booked → Done/Lost.
- Create a simple routing rule: paid leads never sit unclaimed over 5 minutes.
- Schedule Monday 15-min huddle (even solo - review last week’s four KPIs).
- Print front office checklist section if you use printable lists.
Owner Checklist
- Queue owner assigned
- No lead older than 24h in New without note
- Monday huddle on calendar
- Handoff notes for techs (gate codes, pets, prior visits)
Deep Guides
HVAC vs Plumbing
| Plumbing | HVAC | |
|---|---|---|
| Focus | Storm/freeze weeks: dedicated emergency line vs estimate queue. | Peak season: overflow rules and after-hours on-call schedule before heat wave. |
Common Mistake
Everyone owns the phone - nobody owns the lead.
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 08 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.