Every partial job, searchable, with a finish-the-house note for each
Every customer who only did part of the house is a sale waiting to be finished. The Partial jobs page finds them for you — from the sale notes, the EaveDrop selection, the Partial tick on the sheet or the drawing — and lists what was left: which sides, and how many feet. A job whose installed footage is well under the measured house is listed too, marked “check”.
Search by name, city, side or notes, and filter by months since the install, feet left and side. Select the customers worth asking, and one tap drafts a personal finish-the-house email for each. The drafts never mention price, and they wait in the Rehash approve list — nothing is sent until you approve each one.
- Open Partial jobs. The number of jobs, the feet left and a rough size of the opportunity are at the top.
- Filter — for example 12+ months since install and 50+ feet left — or search a name or city.
- Select the customers and tap Draft finish-the-house messages. Read the preview.
- Approve each draft from the Rehash list, change it, or leave it.
What it does, step by step
- Every partial job is found for you: from the sale notes, the EaveDrop selection, or the Partial tick on the sheet or the drawing.
- A job whose installed footage is well under the measured house is listed too, marked check.
- Search by name, city, side or notes. Filter by months since install, feet left and side.
- Select the customers worth asking and tap Draft finish-the-house messages. Read the preview first.
- The drafts go to the Rehash approve list. Nothing is sent until you approve each one.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Finding partial jobs among past sales | Hours of digging through notes, if it happens at all | One list, already filtered |
| Writing a finish-the-house note to each | 5–10 min each | Drafted in one batch |
Typically 2–3 hours for a batch of 20 customers.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- Unclear runs on a partial jobEach partial job lists the sides and feet that were left.Guesstimate: fewer trips to quote the wrong side
- Asking a customer who already finished the houseOnly jobs still marked partial are listed, and each draft waits for your approval.Guesstimate: wrong-customer asks close to zero
- A years-old price quoted from memoryThe drafts never mention price.Guesstimate: zero stale prices sent
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 repSales you already half made, found for you.
- Office & installersFinish-the-house jobs that say exactly what is left.
- The customerHears from their own rep about finishing the house.
- The managerEvery partial job on the books, sized and searchable.
Feature LHM-F-48 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy