A tech goes out for a $180 capacitor and sees an eighteen-year-old condenser on its third repair this year. That's a replacement conversation — but it isn't this tech's job today, and it shouldn't die in the truck.
Flag opportunity for estimator hands it to the office in about fifteen seconds.
Flagging it
On the job page in the mobile app, scroll to Flag opportunity for estimator and tap it.
| Field | What to put in it |
|---|---|
| What did you spot? | The specifics that make it worth a call — 18-yr condenser, third repair this year, good replacement candidate. |
| Equipment age (yrs) | Optional, but it's usually the whole argument. |
Tap Send to office. The tech goes back to the job they're actually on.
Write what you'd say to the homeowner, not a part number. Whoever follows up wasn't standing in that basement.
Where it lands
Flagged opportunities collect under Customers → Opportunities in the office. The list shows the customer, what was spotted, who flagged it, the equipment, and the current status — and it can be assigned to whoever does your selling.
From that list, the office turns an opportunity into an estimate directly. The tech who flagged it stays attached to the record, so you can see who is actually feeding the pipeline.