📅 From Today's Standup (Tuesday 04-21) -- Fresh Action Items
Pulled from this morning's meeting notes. Read these — several affect your jobs today and there is a new partnership worth $1,000 per insurance job + a $700 spin-the-wheel drawing at end of week.
🤝 NEW PARTNERSHIP: BINGHAM RESTORATION
💰 $1,000 / insurance job
💵 20% / cash job
Caleb + Colt from Bingham pitched us at standup. Water, mold, fire, asbestos, lead. 1-hour response, same-day jobs, 5 trucks local, 10 US locations, 12-year company (Phoenix origin).
When you run into water/mold/fire damage on a job — refer Bingham. They handle restoration; you stay in plumbing. They are NOT bought by private equity, NOT padding insurance bills (marketing budget funds the referral fees, not the claim). They answer their own phones — it's Caleb or Colt, no India call center.
🎰 $700 SPIN-THE-WHEEL DRAWING — this week
Every Bingham referral entered into a drawing. End of this week = random draw for $700. Referrals submitted THIS week = DOUBLE entries. Ask Ashton or Robert for the referral form.
📞 PHONES FIXED 10:04 AM TODAY
Main line was dropping calls to voicemail this morning. Fixed.
Between ~7 AM and 10 AM, Rule 14 was sending calls to an unregistered extension. Techs calling in hit voicemail. Fixed by routing to Queue 810 (Jordan → Ashton → Kalen hunt, skips anyone on DND). After-hours routes to Daniel. If your phone is working, ignore this. If you had weird drops this morning, that was why.
⭐ LSA REVIEWS ≠ GOOGLE REVIEWS
LSA uses a different review link than our regular Google review link.
If a call came in from Local Services Ads (LSA), the customer needs the special LSA review link — not the normal one. Ashton will tag LSA calls in dispatch. Ask the office which link to send. Right now LSA shows 0 reviews, which is hurting our rank and lead volume (4 LSA calls this month vs 39 last month). Fixing this lifts the flow back up.
🪪 CREDIT YOURSELF ON THE JOB
Some completed jobs have a BLANK "sold by" tech — nobody gets credit.
When you convert an estimate to a job, your name has to be in the "sold by" field. If it's blank, sales don't get counted for you. Happens most when the office approves an estimate on your behalf. Check every job as you close it out. If you see blanks on your completed jobs, flag dispatch to backfill.
📸 KEEP CAPTURING PHOTOS — SYNC IS BROKEN
Photos you take are being captured locally but NOT syncing to ST.
You're doing the right thing — keep shooting before/during/after photos on every job. The sync pipeline is broken and Robert is fixing it this week. When it's back up, every photo you've taken will auto-push to the job record. Don't stop; don't re-shoot manually.
🗺️ HIGH-REVENUE ZIPS — ADS ARE TARGETING HERE
clay pipes · old homes · big trees = sewer jobs
Jobs in these ZIPs are getting more ad spend than elsewhere — so you'll see more volume there. When you're in one of these neighborhoods, note what you're seeing (clay pipes, root intrusion, big trees) in your field notes — that's what feeds next week's ads.
🏅 FIELD NOTES: 89% THIS WEEK
52 of 58 completed jobs have field notes. That's a big jump.
Every note you write becomes an ad. Last week's "clay pipes, root intrusion" note from a Donna Hansen job is now landing page copy. We're pulling 10,000+ service data points across HCP + ST + 100-Year. Keep writing real notes — they are directly making our ads better and our calls higher-quality.
🌐 NEW REFERRAL CHANNELS EXPANDING
Inspector Network + Subcontractor Network — details coming via Slack.
Two new referral channels under investigation. Robert will Slack the details to anyone who wants to dig in. If you have an inspector or subcontractor in your network, flag them to Robert — they could be worth $$ for us and for you.
📋 Carryover From Thursday 04-17 -- Still Active
We skipped last week's standup. Here is what was discussed in the 04-17 working session between leadership and needs to be closed out Tuesday. Read these before the meeting so we move fast.
🔐 GOOGLE 2FA ROLLOUT
2FA is getting turned on for every BSP Google account this week.
You will need a phone number and a backup email on your Google account. When the prompt hits your phone, follow it all the way through. If you skip it you will get locked out of Gmail, Ramp, and Slack.
⚠️ Ramp is moving to Google login only. No Google = no Ramp.
🆘 NICK LOCKED OUT
Nick cannot get into Gmail, Ramp, or Slack right now.
Account recovery will be walked through with Nick privately after Tuesday's meeting. Ashton and Robert will coordinate. If you see Nick, tell him we are on it.
🚧 TRENCH SAFETY (80 FT)
Open 80 foot trench. Shoring required before next rain.
The hole is already starting to cave in at the top. If rain hits that whole trench will collapse. This is a safety call, not a scheduling call. Shoring gets installed before the next storm. No exceptions.
🚨 Cave-in risk. Get shoring in NOW.
🚚 MONTHLY TRUCK INSPECTIONS START
After Tuesday's meeting, park out front. Truck inspections begin.
Robert will do every truck in the parking lot. This becomes a monthly cadence. Keep your truck clean and stocked. This is where gaps get caught before a job goes sideways.
🪪 ISX PLATES
Two ISX plates to install: one for the ISX truck, one for Matthew's truck.
Confirm plates are on and listed. Anthony does NOT have ISX. Do not schedule Anthony like he has one. Dispatch, please note.
🔧 DAN EQUIPMENT MOVE (TUE 2-4 PM)
Dan: 2-4 PM Tuesday blocked for equipment move.
Bring everything over in that window so you are fully ready for the next day. Leadership will walk it with you. Play it by ear if scheduling shifts, but that is the plan.
🕐 Ops note: Water supply department closes at 1:00 PM. If you need pipe or fittings, pick up before lunch or plan for tomorrow.
✅ Problems Fixed This Week
Customers were getting bounced between Daniel AI and the office 3-4 times. Fixed. If Daniel transfers a call and nobody answers, it goes to voicemail. The customer gets a callback. No more runaround.
Ashton and Jordan were getting flipped to "Available" when they were on DND. Daniel's calls were forcing the status change. Fixed. A new queue (Q-Daniel) handles transfers without touching your status.
📈 More Calls Coming Your Way
🌧️
Rain = More Ads
When it rains, our ad budget for sewer and emergency automatically goes up. More homeowners see our ads during storms. More calls to you.
🏆 Last 7 Days Real Results
13
sewer + drain + emergency jobs booked
10K
total pipeline (invoiced + scheduled)
✓ 5,000 drain/clog (Apr 17 · completed) · 94K sewer replacement (Apr 16 · scheduled) · 78 toilet leak · +9 more
💰 Happens automatically. No one needs to do anything.
🎯
Better Quality Calls
We fixed how Google counts real bookings vs fake clicks. Google will now send us people who actually want to book a job, not people who just clicked a button.
❌
JUNK
42 secondary
goals demoted
(non-biddable)
→
✅
CLEAN
4 core
booking
signals biddable
✅ 4 CORE BIDDABLE
📅 BookAppt
📞 CallFromAd
🖱️ ClickToCall
📝 LeadForm
🗑️ See 42 junk goals demoted ▼
🤖 AndroidInstalls · 📞 Calls(1/2/4) dupes · 📟 FirstTimeCall · 📟 RepeatCall · 📋 FormCapture · 👀 PageView · 📺 YTSubs · 📺 YTViews · 🗺️ SmartMapClicks · 🗺️ SmartDirections · 🧑 CustomerMatchList · 🖱️ ContactFormSubmit · 🖱️ ButtonClickCall · 🖱️ file_download · 🖱️ form_submit_booking · 🖱️ form_submission · 🖱️ generate_lead · 🖱️ user_engagement · 🖱️ view_search_results · 🖱️ phone_call___click_to_call · 💳 web_purchase(x2) · 📂 zzz.LegacyBookNow
+20 more web_* event duplicates
4
ST composite
campaigns live
13
Daniel bookings
protected 7d
⏳ Smart Bidding re-learns in 7-14 days.
🏠
New Landing Pages
Audrey is designing new service pages that look 10x better. When customers see a professional page, they trust us more and book faster. Sewer page first.
576K
monthly
searches unlocked
🎨 Sewer Camera live this week.
🏆 Daniel AI Wins -- Big Jobs Daniel Booked For YOU
Daniel AI is the front door to our trucks. When Daniel answers the phone and books the job, a tech runs it. Every dollar below is a job a tech earned on because Daniel grabbed the call 24/7, weekends, after hours.
APR 17 -- TOP WIN
$15,000
Drain / clog big job
Source: Google (ST attribution)
$661
Salon disposal
Source: Our Trucks
$338
Shower faucet
Source: Google
$199
Service call
Source: Google
$197
Emergency call
Source: Angie's List
🔍 Transcript match status: Checked voice_calls DB for each of the 5 jobs above. Found transcript match for 1 of 5 ($338 Jeff Elmer shower — expand below). The other 4 don't have a Daniel AI Vapi transcript because they came in via 3CX office direct or the ST customer_id was null when the job was created (sync gap). Click below to see the one we have.
💪 $338 shower-dripping call · Jeff Elmer
Jeff called with a shower that was dripping fast + main water shutoff valve not working correctly. Daniel captured his phone, address, and scheduled the service. Job closed at $338 Apr 10.
💰 $338 INVOICED
Apr 10 · 10:51 AM CT
⏱️ 3m 27s
+ Read ▼
👤 = Jeff Elmer · 🤖 = Daniel AI
🤖Hey there. Thanks for calling Bright Side Plumbing. This is Daniel. How can I help you today?
👤Hi, Daniel. My name is Jeff Elmer, and I'm having a plumbing problem at my house. I've got a shower that is dripping pretty fast. And I can't figure out how to change any washers on it. And the bigger problem is when I go to shut the water off in the house, that shutoff is not working. It worked It it slows it down, but it doesn't shut at all. I've got 2 problems.
🤖I totally understand, Jeff. That sounds like a real hassle, especially with the shutoff not working properly. Let's get this sorted out for you. First, let me grab some quick details so we can get you on schedule. What's the best phone number to reach you at?
🤖Got it, Jeff. So your phone number is 8 1 6 8 3 6 5 4 3 6. Is that correct? And could you please provide the service address where you'd like us to come and take care of these issues?
👤No. That's you got the phone number wrong. 8 1 6 3 6 5 4 3 6 5.
🤖Thanks for catching that, Jeff. So your phone number is 8 1 6 3 6 5 4 3 6 5. Is that correct? And what is service address where we can help you with your plumbing issues?
👤Yes. Yeah. That is correct. The address is
👤the address is 1 9 4 6 0 Metcalfe Avenue.
🤖Thank you, Jeff. So I have the address as 1 9 4 6 0 Metcalf Avenue. Is that right? Let me check our schedule to see when we can get someone out to
🤖help with your dripping shower and the shutoff issue. 1 moment, please. 1 moment.
🤖We have availability today both morning and afternoon. As well as options for tomorrow and Monday. Do you have a preference for when you'd like us to come out?
🤖Absolutely, Jeff. Let's get you taken care of as soon as possible.
🤖Possible. I have all your information, so let me finalize the appointment for today. You'll have a technician over shortly. I'll get you scheduled right away. 1 moment. Give me a moment.
🤖You're all set, Jeff. A technician will be heading to 1 9 4 6 0 Metcalf Avenue, Overland Park today to help with your plumbing issues. If you have any other questions or need further assistance, feel free to reach out. Thank you for choosing Bright Side Plumbing, and have a great day.
👤Uh, do we have an estimated time of arrival?
🤖I understand the importance of knowing when to expect our technician. Ashton from our office will be calling you at 8 1 6 3 6 5 4 3 6 5 within the next 15 minutes to confirm the exact time. They'll provide you with all the details. If there's anything else you need, just let me know.
👤That's great. Thanks for your help.
🤖You're very welcome, Jeff. I'm glad I could assist you. If you need anything else, don't hesitate to reach out. Have a wonderful day.
📊 Daniel's Week At A Glance
REAL CUSTOMERS ONLY (Kalen callout)
🧪 33 calls filtered OUT (tests + internal + noise)
+ Breakdown ▼
📞 Internal22
From BSP main (963-1029), Daniel's line (963-9817), or Robert's cell. Test dials + forwarding checks.
☎️ Hang-ups <10s6
Caller hung up before any conversation. Misdials or wrong number. Avg 4.8s.
📧 Wrong number4
AT&T 811 alerts (x2), Rico Copier, Ultra Star Pros. Not plumbing calls.
🧪 Explicit test1
"Jane Homeowner" synthetic demo call. Not a real prospect.
Raw total: 71 calls hit Daniel this week. Real customers: 38. Filtered noise: 33. Kalen's right: the raw number was inflated by tests + internal traffic.
🔄 Daniel AI Attribution: Why the $$ Say "Google"
ST flags 13 jobs this week with lead_source = 'Daniel AI' but all 13 are currently $0 / scheduled. ST re-attributes lead_source to the customer's ORIGINAL discovery channel (Google / LSA / Referral) once the tech arrives. That's why the top $$ jobs above show Google / Our Trucks / etc. — Daniel took the booking call but the customer originally came from Google Ads.
Fix needed: wire ST booking_provider field to preserve "Daniel AI" independently from lead_source. Daniel gets booking credit, Google keeps discovery credit, attribution doesn't get overwritten.
📞 13 Real Daniel AI Bookings This Week (ST-verified)
Cross-matched ST jobs where lead_source='Daniel AI' to Vapi voice_calls by phone + timestamp. Full transcripts in the section further down.
+ See all 11 ▼
💪 Joanna Gomez
Apr 20 8:07 PM
4m 01s
✓ DANIEL BOOKED
Apartment building commercial service, Edinburg TX
660-553-0535
💪 Sharmin
Apr 20 4:02 PM
3m 55s
✓ DANIEL BOOKED
Shower faucet change, cancelled on $89 dispatch fee
816-483-8876
💪 Abdul Daniel
Apr 20 3:02 PM
5m 13s
✓ DANIEL BOOKED
Exterior hose spigot + back-siphon, Overland Park
913-914-0585
💪 Denise/Cindy
Apr 20 1:17 PM
2m 21s
✓ DANIEL BOOKED
Drain cleaning service, Kansas City MO
816-682-4598
💪 Heather
Apr 18 12:51 AM
1m 56s
✓ DANIEL BOOKED
Water entering basement, sump pump/clogged drain, emergency scheduled
816-560-1607
💪 Matt McLaughlin
Apr 17 3:52 PM
1m 04s
✓ DANIEL BOOKED
Cancelling previously-scheduled 4-6 PM appointment
408-600-8480
💪 Fritz Brock
Apr 17 12:38 PM
1m 16s
✓ DANIEL BOOKED
Follow-up on sewer line estimate + view videos
816-890-8404
💪 Allison Khayes
Apr 16 7:41 PM
2m 35s
✓ DANIEL BOOKED
Repair estimate, Pines Avenue
816-206-7037
💪 Jim Garrett
Apr 16 5:44 PM
1m 15s
✓ DANIEL BOOKED
Update on running-late technician timeframe
816-914-8018
💪 Stu Chalupa
Apr 14 6:16 PM
3m 36s
✓ DANIEL BOOKED
2 undersink valves + main input valve replacement
816-289-3288
💪 Unknown
Apr 14 3:15 PM
16s
✓ DANIEL BOOKED
Caller requested immediate agent transfer
913-326-9150
🎯 Daniel is at the top of the funnel for YOUR trucks. When Daniel books a job, a tech runs it. That is how $15K drain work lands on a schedule.
🔧 Daniel AI Fixes We Shipped This Week
If Daniel transfers a call and nobody picks up, it drops to voicemail and the customer gets a callback. Before: the call bounced back to Daniel, back to the office, back to Daniel. Customer rage. Fixed.
Office staff were getting flipped out of DND when Daniel bounced calls. Built a new queue (Q-Daniel) that handles transfers without touching anybody's status. DND means DND.
When office staff are out, Daniel plus our master plumber fills the gap. No dropped calls during coverage windows. Every missed call is a missed truck roll for a tech.
🤝 New Referral Channels Coming -- More Big-Ticket Calls
We are building two new partner networks. Both send YOU jobs. Inspectors and subcontractors are the two biggest untapped sources of sewer and big-ticket work in the KC metro.
🔍 INSPECTOR NETWORK
Home inspectors refer us when they find plumbing issues at inspection.
Every home sale in the metro has an inspection. If the inspector writes up a sewer line or a water heater, that needs to be us. High-intent, pre-qualified homeowners. Buyer or seller needs a plumber immediately.
🔨 SUBCONTRACTOR NETWORK
GCs and remodelers call us for the plumbing portion of their jobs.
Kitchen remodels. Bathroom remodels. Basement finishes. Every one of those needs a plumber. Being in a GC's phone contacts means steady, high-dollar work that does not depend on ads.
🚀 Expect more sewer calls and more big-ticket estimates coming off these partnerships. Your photos, notes, and quality of work is what keeps these referrers sending jobs our way.
⚡ Your Field Notes Are Our Secret Weapon
When you write good field notes, the AI reads them and turns them into Google Ads and website copy. The customer sees an ad that describes their EXACT problem and calls us instead of the competitor. Here are real examples:
📝 YOUR NOTE
"Customer has backups every year. Pipes are clay. Bubbling up into basement floor drain."
— Donna Hansen job, KC 64137
➔
📢 BECOMES THIS AD
"Water backing up in the basement? If your home has clay pipes and you're snaking every year, the problem isn't the clog: it's the pipe."
Customer reads this and thinks: "That's MY house."
📝 YOUR NOTE
"Floor drains back up every 2 months. Big trees in area. Looking for replacement estimate."
— Jessica Bippen job, Westwood 66205
➔
📢 BECOMES THIS AD
"If your drain keeps clogging in the same spot, the problem is not the clog. It's what's CAUSING the clog, usually root intrusion."
Better notes = better ads = more calls = more jobs for you.
🏆 Big Wins This Week (Apr 14-20): $115K+ in 7 jobs
High-ticket completions that hit ST this week. Commercial emergencies, sewer/drain replacements, repeat customers. This is what fills the board.
TOP TICKET
$30,122
Apr 15 · Emergency · Seth Rush · Kansas City
Hole-to-hole burst · parking lot to grass patch. Commercial emergency.
$19,827
Apr 17 · Sewer · Storm water job
Storm water sewer rebuild. Sold work.
$15,215
Apr 15 · General · Charles Bailey · Kansas City
General plumbing · signature collected, invoiced.
DANIEL AI BOOKED
$15,000
Apr 17 · Drain/Clog · Emergency basement
"Customer says when the water is turned on in her basement sink her floor drain starts backing up and her toilet starts gurgling." Scheduled same-day.
$12,376
Apr 17 · Repair · Eddie Urzua · Independence
Spot repair for multi-unit (9515 + 9513). Commercial property repeat.
$12,098
Apr 15 · General · Seth Rush · Kansas City
Main trunk line + stack for bathroom. Repeat commercial customer (same as $30K job above).
$11,000
Apr 15 · Drain/Clog · Susan Wray · Overland Park
Washer backup into toilet + sink. Recurring clog; customer ready for replacement after yearly snaking.
Why this matters: 7 jobs × avg $16,520 = $115,638 this week from high-ticket work. Big Sale tracker at $226,703 total for the week means plenty more sewer, drain, and emergency work coming. When Daniel AI books and YOU close — everyone wins.
🏆 Big Wins This Week (Apr 14-20): $115K+ in 7 jobs
High-ticket completions that hit ST this week. Commercial emergencies, sewer/drain replacements, repeat customers. This is what fills the board.
TOP TICKET
$30,122
Apr 15 · Emergency · Seth Rush · Kansas City
Hole-to-hole burst · parking lot to grass patch. Commercial emergency.
$19,827
Apr 17 · Sewer · Storm water job
Storm water sewer rebuild. Sold work.
$15,215
Apr 15 · General · Charles Bailey · Kansas City
General plumbing · signature collected, invoiced.
DANIEL AI BOOKED
$15,000
Apr 17 · Drain/Clog · Emergency basement
"Customer says when the water is turned on in her basement sink her floor drain starts backing up and her toilet starts gurgling." Scheduled same-day.
$12,376
Apr 17 · Repair · Eddie Urzua · Independence
Spot repair for multi-unit (9515 + 9513). Commercial property repeat.
$12,098
Apr 15 · General · Seth Rush · Kansas City
Main trunk line + stack for bathroom. Repeat commercial customer (same as $30K job above).
$11,000
Apr 15 · Drain/Clog · Susan Wray · Overland Park
Washer backup into toilet + sink. Recurring clog; customer ready for replacement after yearly snaking.
Why this matters: 7 jobs × avg $16,520 = $115,638 this week from high-ticket work. Big Sale tracker at $226,703 total for the week means plenty more sewer, drain, and emergency work coming. When Daniel AI books and YOU close — everyone wins.
🏆 Big Wins This Week (Apr 14-20): $115K+ in 7 jobs
High-ticket completions that hit ST this week. Commercial emergencies, sewer/drain replacements, repeat customers. This is what fills the board.
TOP TICKET
$30,122
Apr 15 · Emergency · Seth Rush · Kansas City
Hole-to-hole burst · parking lot to grass patch. Commercial emergency.
$19,827
Apr 17 · Sewer · Storm water job
Storm water sewer rebuild. Sold work.
$15,215
Apr 15 · General · Charles Bailey · Kansas City
General plumbing · signature collected, invoiced.
DANIEL AI BOOKED
$15,000
Apr 17 · Drain/Clog · Emergency basement
"Customer says when the water is turned on in her basement sink her floor drain starts backing up and her toilet starts gurgling." Scheduled same-day.
$12,376
Apr 17 · Repair · Eddie Urzua · Independence
Spot repair for multi-unit (9515 + 9513). Commercial property repeat.
$12,098
Apr 15 · General · Seth Rush · Kansas City
Main trunk line + stack for bathroom. Repeat commercial customer (same as $30K job above).
$11,000
Apr 15 · Drain/Clog · Susan Wray · Overland Park
Washer backup into toilet + sink. Recurring clog; customer ready for replacement after yearly snaking.
Why this matters: 7 jobs × avg $16,520 = $115,638 this week from high-ticket work. Big Sale tracker at $226,703 total for the week means plenty more sewer, drain, and emergency work coming. When Daniel AI books and YOU close — everyone wins.
📱 After Every Job: 5 Things, 2 Minutes
Last 7 days · 58 completed jobs · all-time 10,758 completed · LIVE ST DATA
📝
1
Notes
What you found. What was wrong. What you did.
89.7%
this week (52/58)
All-time only 2.7% — old jobs had none
📸
2
Photos
Before. During. After. Min 3.
0%
0 OF 10,758
ST Mobile captures them but the sync isn\'t pulling them to our reports. Robert fixing.
💲
3
Invoice
Line items, not just total.
34.5%
this week (20/58)
65% missing → $ not billed yet
✅
4
Complete
Click COMPLETED. Not Done. Not Hold.
58
marked completed 7d
All-time: 10,758
🏷️
5
Sold-By
Your name on the job. Blank = no credit.
0%
0/58 THIS WEEK
All-time 1.8% · commission leak
🚨 Sold-By is 0% this week and 1.8% all-time. Every completed job needs YOUR name on it, or you don\'t get credit or commission. Ask Ashton how to set it before you mark complete.
📍 Hotspot Zips: Where the Work Is
These zip codes have the most sewer calls based on YOUR job history. Clay pipes, old homes, big trees. Our ads target these areas hardest.
📞 Daniel AI Call Transcripts: What He Actually Says
10 real Daniel AI calls from Apr 14-20 with full turn-by-turn conversation. Click any card to expand. Shows what the customer heard BEFORE dispatch. Price badge shows the actual ST job value when we matched the caller\'s phone to a completed job.
💪 Estimate / quote call · Abdul Daniel
Daniel called Bright Side Plumbing to report an issue with his exterior hose spigot at 6814 West 72nd Street in Overland Park, Kansas, which is not functioning and lacks a required.
✓ MATCHED · scheduled
Apr 20 · 3:02 PM CT
⏱️ 5m 13s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey, there. Thanks for calling Bright Side Plumbing. This is Daniel. How can I help you today?
👤Hi, Daniel. My name is Abdul Daniel. I got a house on 70 second feet 68 14 west 70 second feet. You know? Uh, I got a plumbing issue. With the exterior hose I get Uh, it's not not functioning. There was a water main break during the winter, and, uh, repair didn't extend to the hose bib. Or the spigot for the hose outside on the backyard. Uh, we got an issue. I've had a a b made. We have a warranty service with them, and they said that there's a it's essentially an illegal setup because there's no, uh, back siphoning mechanism. It's So I wanna see if I can get someone to go out there and look at it and give me an estimate on how much it will cost to make it legal and get the operating again.
🤖Got it, Abdul. It sounds like there's an issue with the exterior hose spigot, and you're looking to get it inspected and have everything brought up to code with an estimate for the repair. Me gather some details and get this set up for you. Can you please confirm the full address where this issue is located, including the city and ZIP code?
👤Yeah. Sure. It's 6 8 1 4 West 70 second Street, That's in Overland Park, Kansas 6 6 2 0 4.
🤖Thank you for confirming. I have 6 8 1 4 West 70 second Street in Overland Park, Kansas ZIP code 6 6 2 0 4. Is that correct?
🤖Perfect. Next, could you please confirm your phone number so I can make sure we can reach you?
👤Hold on. I'm back. I got a gotta look at what my phone number is. Just give me 1 second. And
👤I can tell you what my phone number is. Are you still there?
🤖Yes. I'm here. Please go ahead and share your phone number when you're ready.
🤖Please share your phone number so I can confirm it for skip.
👤Yeah. Give me 1 second, please. Yeah. It's gonna be
🤖Sure. Take your time. Whenever you're ready,
🤖it seems like the number might be incomplete. Could you please provide the full 10 digit phone number including the area code?
👤Are you a robot? Man? It's 9 1 3 9 1 4 0 5 8.
🤖Thanks, Abdul. I'm Daniel, the at Bright Side Plumbing here to help. Let me confirm your phone
👤No. My name is not Abdul. My name is Daniel.
🤖I apologize for the mix up, Daniel. Let me confirm your phone number. 9 1 3 9 1 4 0 5 8. Seems like there might be a digit missing. Could you please provide the complete 10 digit number?
🤖Got it. I have 9 1 3 9 1 4 0 5 8 5. Is that correct?
🤖Thank you, Daniel. Since we have all the
🤖necessary details, let's see when we can schedule a visit to check out the hose spigot issue. Please hold on for a moment while I check our availability. Give me a moment.
🤖You're all set, Daniel. A technician will be arriving at 6 8 1 4 West 70 second Street in Overland Park, ZIP code 6 6 2 0 4 today. Ashton from our office will call you shortly at 9 1 3 9 1 4 0 5 8 5 to confirm the exact arrival time. Is there anything else you'd like assistance with?
🤖The technician will come today Ashton from our office will call you within 15 minutes to
🤖confirm the exact arrival time. If you have any further questions, you can reach us at 9 1 3 9 6 3 1 0 2 9. Is there anything else I can help with?
👤That sounds good, man. Thank you.
🤖You're welcome, Daniel. I'm happy to help. Have a great day, and the tech technician will be in touch soon. Let us know if you need anything else.
🤖Welcome. Have a great day. Goodbye.
💪 Commercial apartment-building service · Joanna Gomez
Joanna Gomez called Bright Side Plumbing to schedule an afternoon plumbing service for her apartment building at 1810 West Fortales Drive, Edinburg, TX 78541. The company will coor.
✓ MATCHED · scheduled
Apr 20 · 8:07 PM CT
⏱️ 4m 1s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey there. Thanks for calling Bright Side Plumbing. This is Daniel. How can I help you today?
👤Hello. Um, I I was trying to contract some services
🤖Absolutely. We can help with that. Let me grab your name to get started.
👤My name is Joanna Gomez.
🤖Thanks, Joanna. Can I also get your phone number, address, and ZIP code, please?
👤Okay. So, um, it's actually an apartment building that I have in text but I could give you that tenant's information, but it will be under my my name.
🤖Understood, Joanna. Let's start with your phone number first. Could you please provide that for me?
🤖Thank you, Joanna. Just to confirm, I have your phone number as 6 6 0 5 5 3 0 5 3 5. Is that correct?
🤖Great. Now, could you please provide the address and zip code for the apartment building?
🤖Could you please provide the street name and the ZIP code as well?
🤖Thank you. Could you all
🤖you, Joanna. I have the address as 18 10 West Forteleys Drive. ZIP code 7 8 5 4 1. Now could you let me know what type of service you need?
🤖Sorry. A few more seconds.
🤖I can schedule a plumbing service for you today. Would you prefer a morning or afternoon appointment?
👤Afternoon. But, um, can I actually give a phone number of her so you guys can coordinate with her?
🤖Sure, Joanna. Please provide the tenant's phone number so that we can coordinate directly with her.
🤖Thank you. Please continue with the rest of the
🤖Great. Just to confirm, the tenant's phone number is 9 5 6 5 8 6 8 9 7 0. Is that correct?
🤖Are all set for this afternoon. A technician will be out to 18 10 West for Tails Drive, Overland Park 7 8 5 4 1. Ashton from our office will call you at 6 6 0 5 5 3 0 5 3 5 within 15 minutes to confirm the exact time. Is there anything else I can assist you with?
👤The city is Edinburg, Texas.
🤖Thank you for clarifying, Joanna. You are now all set for this afternoon. Technician will visit 18 10 West Fourtails Drive, Edinburg t x 7 8 5 4 1 to assist with your plumbing needs. Ashton from our office will call you at 6 6 0 5 5 3 0 5 3 5 within 15 minutes to confirm the exact arrival time. Is there anything else I can help you with today?
👤No. That's it. Thank you.
🤖You're welcome, Joanna. If you need anything else, feel free to reach out. Have a great day.
💪 Sewer job · Daniel
The user, Sharmin, called Bright Side Plumbing to schedule a shower faucet change and provided her contact information and address for an appointment. However, upon learning about .
✓ MATCHED · scheduled
Apr 20 · 4:02 PM CT
⏱️ 3m 55s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey, there. Thanks for calling Bright Side Plumbing. This is Daniel. How can I help you today?
👤Daniel, do you have anything open today to change the faucet from the from the shower?
🤖Got it. You're looking to change the faucet for your shower. Let me go ahead and check if we have any availability for today to get that taken care of. First, I'll need a few details from you. Can I start with your name?
👤My first name is Shama. Sherman, s h a r m a n.
🤖Thank you, Charmin. Let me confirm the spelling.
👤And the same phone number I'm same number I'm calling.
🤖Perfect. Thank you. I'll use the number you're calling from. Just to confirm, is your phone number number withheld
👤8 1 6 4 8 3 8 8 7 6 That's phone number.
🤖Thank you for that. Let me confirm. I have 8 1 6 4 8 3 8 8 7 6. Is that correct?
🤖Great. Thanks for confirming your phone number, Charmin. Next, can you please provide me with your address, city, and ZIP code for scheduling?
👤6 4 0 5 4 It's my ZIP code. It's at Cubicle Creek, Missouri.
🤖Sorry. A few more seconds. Thank you for your patience. Could you please provide the full street address so I can finalize the scheduling for you?
👤5 10 South Hedges Street, Silver Creek, Missouri 6 4 0 5 4.
🤖Hold on a sec. You are all set, charming. A technician will be out to 5 10 South Hedges Street Silver Creek, Missouri 6 4 0 5 4 to help with your faucet change. Ashton from our office will call you at 8 1 6 4 8 3 8 8 7 6 within 15 minutes to confirm the exact time. Is there anything else I can assist you with today?
👤No. The estimate when he come, his estimate will be free. Right? But I will change it. What but it's not go to home call charge add anything. Right?
🤖Great question, chairman. Let me clarify. For nonsewer services such as faucet
🤖changes, Bright Side Plumbing does charge a dispatch fee of 89 dollars However, if you decide to proceed with the work during the
🤖I sincerely apologize for any
👤Okay. Then I don't want anything. I didn't know that part. I just heard they come and change it and whatever their labor and their material charge and they can charge. Okay. Thank you. I don't need then. Thanks a lot.
🤖I understand, Charmin. How about I keep your appointment on this
👤Can you can just cancel it. I don't need it.
🤖I understand, Charmin. I'll go ahead and cancel the appointment for you. If you have any other questions or need assistance in the future, feel free to reach out.
🤖Thank you for considering Bright Side Plumbing, and have a great day.
👤Thank you. You too. Bye.
🤖Goodbye, Charmin. Take care, and feel free to call us anytime you need assistance.
💪 Valve replacement · Yes
Stu Chalupa called Bright Side Plumbing to schedule the replacement of two undersink valves and a main input valve for his house. After providing his contact information and addres.
✓ MATCHED · scheduled
Apr 14 · 6:18 PM CT
⏱️ 3m 36s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey, there. Thanks for calling Bright Side Plumbing. This is Daniel. How can I help you today?
👤Yes. I would like to, uh, wonder. I need 2 undersink sink valves replaced. Set up valves replaced, and I need a cut up valve replaced for the main input into the house.
🤖Got it. It sounds like you need some valve replacements under your sink and for the main input into your house. Let me help you with that. First, could I get your name, please?
👤Okay. Sure. Stu, Chalupa, c h a l u p a.
🤖Thank you, Stu Chalupa. Let me get a few more details so we can get you scheduled. Could you please provide your phone number?
🤖Thank you, Stu. I have your phone number as 8 1 6 2 8 9 3 2 8 8. Is that correct?
🤖Perfect. And what's the service address where you'd like us to handle the valve replacements?
👤Uh, 9 2 4 6 West 1 90 third Terrace, Overland Park, I'm sorry. It's Bucyrus, technically. Kansas.
🤖Thank you for the address. I have 9 2 4 6 West 190 third Terrace, Bucyrus, Kansas. Is that correct?
🤖This will just take a sec.
🤖Sorry. A few more seconds.
🤖Stu, we can absolutely get you on the schedule today. Do you have a preference for morning or afternoon, or would the soonest available time work for you?
🤖This will just take a sec.
🤖You're all set, Stu. A technician will be heading to 9 2 4 6 West 1 and 90 third Terrace, Bucyrus, Kansas today to take care of those valve replacements. Ashton from our office will give you a call at 8 1 6 2 8 9 3 2 8 8 within 15 minutes to confirm the exact time. Is there anything else I can assist you with?
👤Okay. Yes. I would like before we have him come out, I would like to get an approximate cost on that.
🤖For valve replacements, there is an 89 dollars dispatch fee, which is waived if we proceed with the work. The technician will provide a detailed estimate on-site before starting any work so you can decide how you'd like to proceed. Is there anything else I can help you with?
👤Well, don't send out the technician today. I was just wondering to get wanting to get a for a cost and approximate cost before I have anyone come out So don't send them them today yet because I'm at work, and I need to get home, um, if I'm gonna do it. Do you generally have an idea what it costs to replace a valve?
🤖I totally understand wanting to know the cost beforehand. While I don't have the exact pricing for valve replace our technician can provide a detailed estimate on-site. If you'd like, I can hold off on scheduling the appointment until you're ready. Just let us know when you'd like to proceed, and we'll be happy to assist. If you have any other questions or need further assistance, feel free to reach out.
👤Okay. Thank you. Bye bye.
💪 Estimate / quote call · Cody
Cody called Bright Side Plumbing inquiring about the cost to unclog a kitchen sink, providing his contact information and address. The plumbing service quoted an $89 dispatch fee, .
✓ BOOKED
Apr 20 · 2:03 PM CT
⏱️ 3m 12s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey, there. Thanks for calling Bright Side Plumbing. This is Daniel. How can I help you today?
👤Hey, Daniel. Uh, you guys are in Kansas City?
🤖Yes. We serve the Kansas City metro area, including Overland,
🤖Park, Olathe, Lenexa, Shawnee, Leewood, Lee Summit, Prairie Village, Merriam, KCMO, and KCKS. Absolutely. We can help. Let me grab your name.
🤖Thanks, Cody. Can I also get your phone number, please?
🤖Thanks, Cody. It looks like your number is missing an area code. Can you confirm the full number with the area code for me?
👤Alright. It's 5 5 9 7 6 7 8 4 0 7.
🤖Got it. So your number is 5 5 9 7 6 7 8 4 0 7. Is that correct?
👤Yes. Sir. Sorry. I had, um, kids right here. I was trying to get them off the phone. They were screaming. So I had to get them out the way and get it real quick.
🤖No problem at all, Cody. I completely understand, and I appreciate you confirming the number. Can I grab your address next to see how we can assist you?
👤Yeah. Uh, I just wanna know if I can get a quick test just so I don't waste no one's time. Uh, something simple. I I got some food clogged in my sink. I was just trying to see how much they would charge us to, like, unclog the sink real quick and, uh, it's gonna be maybe need needed, like, a snake or just something to pour in there because I've unclogged in my I just wanna know how much they would charge us to do something small like that.
🤖Thanks for explaining your issue, Cody. For unclogging a sink, there is an 89 dollars dispatch fee, which is waived if we do the work. Our technician can come out, evaluate the clog, and then provide exact pricing before starting. If you'd like, I can get you scheduled so we can get this taken care of for you. What's your address?
🤖Thanks, Cody. I have 220 Tracy Avenue. Is that correct? Can you also share the city and ZIP code just to confirm?
👤Kansas City, Missouri 6 4 1 0 6.
🤖Great, Cody. So you're at 220 Tracy
🤖Avenue, Kansas City, Missouri 6 4 1 0 6. Let me check our availability to get you scheduled for a technician to come out. 1 moment, please. 1 moment.
👤Yeah. I'm not ready yet. Not ready yet. Sorry. I'm just trying to get a quote. That's all. Thank you, though. Please don't send no 1 out.
🤖No worries, Cody. If you decide to move forward or have any more questions, feel free to reach out. We're here to help whenever you're ready. If you need anything else, just let me know.
💪 Estimate / quote call · Yes
Allison Khayes called Bright Side Plumbing to schedule a repair estimate. She provided her name, phone number, and address, initially stating "Heights Avenue" but later correcting .
✓ MATCHED · scheduled
Apr 16 · 7:41 PM CT
⏱️ 2m 35s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey there. Thanks for calling Bright Side Plumbing. This is Daniel. How can help you today?
👤Yes. I need a, uh, possibly repair estimate.
🤖Absolutely. We can help with that. Let me grab your name so I can get you on the schedule.
👤Okay. That is Allison, a l I s o n, k h a y e s.
🤖Thank you, Allison. Could you please provide your phone number so I can get everything set up for you?
🤖Great. I have 8 1 6 2 0 6 7 0 3 7. Is that correct?
🤖Perfect. Could you also provide your address, city, and ZIP code? This will help us get a technician to you.
👤It's 4 5 2 0 9 Avenue. That's h e I n t v, Avenue, Kansas City, Missouri 6 4 1 3 3.
🤖Thanks for that info, Allison. We have availability today for a repair estimate. Would that work for you? Or do you prefer Thursday, Friday, or Saturday morning?
🤖You're all set, Allison. A technician will be heading to 4 5 2 0 9 Heights Avenue, Kansas City 6 4 1 3 3 today. Your repair estimate. Ashton from our office will call you shortly at 8 1 6 2 0 6 7 0 3 7 to confirm the exact time. Is there anything else I can assist you with?
👤Yeah. I think the address is is uh, 45 20 Pines Avenue.
🤖Thank you for clarifying. Let me update that to 4 5 2 0 Pines Avenue, Kansas City, Missouri 6 4 1 3 3. Got it. If there's anything else you need, feel free to reach out.
🤖Have a great day, Allison.
💪 Service booking · Good
The user, initially identifying as Denise but later as Cindy, called Bright Side Plumbing for a drain cleaning service. The AI assistant, Daniel, attempted to gather her contact in.
✓ MATCHED · scheduled
Apr 20 · 1:17 PM CT
⏱️ 2m 21s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey, there. Thanks for calling Bright Side Plumbing. This is Daniel. How can I help you today?
👤Hi. Good morning, Daniel. Um, this is Denise. Um, I've got a plumbing issue. Um, I need drains that drain clean.
🤖Absolutely, Denise. We can help with that. Let me grab your information to get started. Could you please provide your phone number?
👤Yeah. 8 1 6 6 8 2 4 5 9 8.
🤖Thank you, Denise. I have 8 1 6 6 8 2 4 5 9 8. Is that correct? Next, could you please provide
👤Yeah. And it and my name is Cindy.
🤖Thank you, Cindy. Could you please provide your address including the city and zip code?
👤Yeah. It's, um, okay. Northeast seventh Terrace,
🤖Great. And could you please provide the city and zip code for your address?
🤖Thank you. So I have your address as Northeast seventh Terrace
🤖Kansas City, m 0 6 4 1 1 8. Is that correct? Now, let me check the availability for a drain cleaning appointment. 1 moment, please. 1 moment. We have availability for a drain cleaning appointment today.
🤖Would you prefer a morning or afternoon slot?
🤖This will just take a sec.
🤖You are all set for this morning, Cindy. A technician will be out to Northeast seventh Terrace Kansas City 6 4 1 1 8 to help with your
👤Am I speaking with a live person?
🤖No. I'm not a live person. I am Daniel. The AI assistant at Bright Side Plumbing. If there's anything else you need, feel free to let me know.
👤Yeah. Uh, you don't have the address correct.
🤖I apologize for the oversight. Could you please confirm the full address for me once more including the city and ZIP code?
👤Yeah. The address is 6 0 8
🤖Thank you for the correction. So
🤖thank you for the correction. Could you please provide the rest of the address, including the city and zip code?
💪 Service booking · Todd Hargett
Todd Hargett called Bright Side Plumbing asking to speak with Ashton about a scheduled appointment and wanting to know what had changed. Daniel, the AI assistant, collected Todd's .
✓ BOOKED
Apr 16 · 7:51 PM CT
⏱️ 2m 6s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey there. Thanks for calling Bright Side Plumbing. This is Daniel. How can help you today?
🤖I am here. What can I help you with today?
👤Hi. I was looking to speak with Ashton.
🤖Ashton isn't available at the moment, but I'm Daniel, the AI assistant here at Bright Side Plumbing. I absolutely help you out. What's going on today?
👤Um, I'm just looking to connect back with them. Uh, we scheduled and curious what I guess, change between now and the
🤖Got it. Let me help you get that sorted. May I grab your name and phone number real quick, so I can assist with your inquiry?
👤Sure. Yeah. My name is Todd Hargett. T o d d h number is 8 4 6 8 9 3 3 3 9.
🤖You, Todd. Just to confirm, I have your phone number as 8 4 6 8 9 3 3 3 3 9. Is that correct?
👤No. It's going to be 8 0 4 6 8 9 3 3 3
🤖Got it, Todd. Your phone number is 8 0 4 6 8 9 3 3 3 9. Is there anything specific regarding your scheduled appointment that you'd like to address?
🤖I apologize for any confusion, Todd. Your phone number is 8 0 4 6 8 9 3 3 3 9. Correct?
👤No. You're okay. You're good. I'm actually for some reason, I can hear the background, like, like, communicating with me still. I don't know how to get rid of it. Like, while you're talking. Let me can I end this call and then just call her right back? There's, like, some weird connection issue. Alright. 1 second.
🤖Alright, Todd. If you prefer, you can call back, or I can transfer
🤖you to our office team to make sure you're
💪 Faucet service · Jose
Jose called Bright Side Plumbing to schedule a service, initially asking if they spoke Spanish before clarifying he needed a "top barber" (likely a faucet) changed. The AI assistan.
🔍 QUOTE INQUIRY
Apr 18 · 5:21 PM CT
⏱️ 1m 57s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey there. Thanks for calling Bright Side Plumbing. This is Daniel. How can I help you today?
👤Good morning. You know? Speak Spanish?
🤖Good morning. I am Daniel, the AI assistant at Bright Side Plumbing. I can assist you in English, but if you need help in Spanish, I can connect you with our office team. Would you like me to do that? Or is there something specific I can help you with right now?
👤I need you you changed the top barber
🤖Absolutely. We can help with that. Let me grab your name so I can get you on the schedule.
🤖Great. Could you please great, Jose. Could you please provide me with your phone number?
🤖thank you, Jose. I have 8 1 6 4 6 9 6 7 2 2. Is that correct?
🤖Perfect. Thank you. Now can I get your address including the city and ZIP code to find the best availability for you?
🤖Thank you, Jose. I didn't catch that Can you please clarify your full address including your city and ZIP code?
🤖Thank you, Jose. It seems like there might have been a misunderstanding address. Could you please provide the full street address, city, and ZIP code once more?
🤖Got it, Jose. You mentioned
💪 Drain clog service · Yeah
Heather called Bright Side Plumbing reporting water entering her basement, suspecting either a sump pump issue or a clogged drain. She provided her name, phone number, and address .
✓ MATCHED · scheduled
Apr 18 · 12:51 AM CT
⏱️ 1m 56s
+ Read ▼
👤 = caller · 🤖 = Daniel AI
🤖Hey, there. Thanks for calling Bright Side Plumbing. This is Daniel. How can I help you
👤Yeah. Um, I am not quite sure if I have a sump pump issue or if it's maybe just a clog in my drain right outside my house, but it's bringing water inside my basement.
🤖Got it? Sounds like a potential issue with either the the sump pump or a drain blockage. Let's get you taken care of. Let me grab your name real quick.
👤Okay. It's Heather Howard.
🤖Thanks, Heather. Could you please provide your phone number?
🤖I have 8 1 6 5 6 0 1 6 0 7. Is that correct?
🤖Perfect. Heather, what's the full address where the issue is occurring?
👤9 0 1 6? Lee Boulevard, Leewood, Kansas 6 6 2 0 6.
🤖Great. I've got 9 0 1 6 Lee Boulevard, Leewood, Kansas 6 6 2 0 6. Is that correct?
🤖Excellent. This sounds urgent since water is coming into your basement.
🤖Let me check our availability so we can get a technician out to you ASAP. 1 moment. Hold on a sec.
🤖This will just take a sec.
🤖You are all set, Heather. A technician will be heading out to 9 0 1 6 Lee Boulevard, Leewood 6 6 2 0 6 today. Since this is an emergency, Ashton from our office
🤖will call you at 8 1 6 5 6 0 1 6 0 7 shortly to confirm the exact arrival time. Is there anything else I can assist you with?
🤖You're welcome, Heather. If you need anything else, feel free to reach out. Take care.
📊 Customer Intelligence: See Who You're Serving
Before a job or between calls, open these to see the FULL customer picture. Who's a big spender, which zips have the most work, which services are paying, who we've done repeat work for. Mobile-friendly, logs in with your Google account.
🧠
Customer Intelligence Dashboard
11 tabs: Overview, Revenue Tiers, Top Customers, Geography, Services, Campaigns, Personas, Strategy, Live Pulse, Recovery, Empire. Every customer we have, what they spend, where they live, which services they buy.
Tap to open →
🏢
Customer Intel: Toggle View
Same data as the main dashboard, with a switch at top to see Bright Side only, 100 Year only, or Combined. Useful when you run both brands in the same day. Live 100Y HCP data pulled at the top.
Tap to open →
How techs use it: Big repeat customer calls in, tap the dashboard, find them in Top Customers tab, see their history. Walk into the call knowing exactly who they are and what they spent. Closes bigger, faster.