Every request becomes a yes-or-no you answer in one tap
Requests come from two directions: the customer (“can we move the install”, “send me the paperwork again”, “we want to go ahead”) and the office or your manager (a price change, a reschedule, a job change to sign off). Either way the app turns it into an action already lined up and waiting behind a gate — approve and it happens, deny and it doesn't. Nothing runs on its own.
Every item tells you three things so you never have to go digging: what the request or problem is, when it came in, and the exact fix. Each one is also labeled honestly — automatic when the app is already handling it and you can ignore it, needs your tap when one decision from you finishes it, or manual when something outside the app has to change first. So the list is never a to-do list of things you can't actually do from your phone.
Customer email works the same way. Email Updates on the dashboard keeps every customer's whole chain under that customer — newest customer first, oldest message first inside — with a pill on each message saying what it is: wants to cancel, reply, price question, reschedule. Every open request carries one Address → button that lands on that customer's conversation with the action already lined up. A cancellation shows the job's own numbers under the request — what they pay now, their install date, and what the job is worth at three prices: Par, Employee and Cost — so you can choose a save with the facts in front of you. Nothing runs until you tap Approve.
- 1Every action the job needs, in one list
- 2Marked when it is waiting on one tap from you
- 3The fix, spelled out
- 4Open it and finish it in one tap
- 1Every email with a customer, in one chain
- 2A pill says what each message is
- 3Address → jumps to the fix
- 4One row per customer
- Open a customer, or the approval list from the dashboard. Anything waiting on you is marked Needs your tap.
- Read the one-line fix under it.
- Tap Approve, or Open to finish it — or Deny, and nothing happens.
- Items marked automatic need nothing from you; items marked manual tell you who has to act.
What it does, step by step
- Requests from customers, the office or your manager become actions lined up behind a gate.
- Each item says what it is, when it came in, and the exact fix.
- Each is labeled automatic, needs your tap, or manual.
- Email Updates on the dashboard keeps each customer's whole email chain under that customer, a pill on every message, and one Address button per open request that opens the conversation with the action lined up.
- A cancellation shows what they paid, their install date and the job's worth at three prices (around par, the employee price, cost) before you choose a save.
- Approve and it happens. Deny and it doesn't.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Working a request from the office or a customer | 10–15 min | One tap |
Typically 30–60 minutes a week.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- A request forgottenIt sits in the queue until answered.Guesstimate: dropped requests close to zero
- A change made by accidentNothing runs until you approve.Guesstimate: accidental changes gone
- Chasing something you can't fix from your phoneManual items say who has to act.Guesstimate: fewer dead-end tasks
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repYes or no, in one tap.
- Office & installersRequests answered, not lost in texts.
- The customerTheir request is handled, not forgotten.
- The managerSign-offs that leave a record.
Feature LHM-F-26 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy