Daily Job Board Digest for Your Team
The Problem
Every morning starts with chaos — "Where am I going? What's the address? What's the job?" You're texting techs individually, looking up schedules, forwarding job details. It eats 30-60 minutes every morning and things still get miscommunicated. Techs show up to the wrong address or without the right parts.
The Automation
Every morning at 6 AM, each tech gets a personalized daily digest via SMS or email with their jobs for the day: customer name, address (with Google Maps link), service type, special notes, and parts needed. You also get an owner summary showing all jobs across all techs, total revenue scheduled, and any unassigned jobs.
The Benefit
Zero morning chaos. Techs know exactly where they're going before they leave the house. No more miscommunication. No more "I didn't know about that job." You save 30+ minutes every morning and your team shows up prepared. It also creates accountability — everyone sees what's on the board.
How It Works — Step by Step
Scheduled Daily Trigger
Trigger: Scheduled daily at 6:00 AM (or your preferred start time).
Query Today's Jobs
Pulls today's jobs: Queries CRM for all appointments/jobs scheduled today, grouped by assigned tech.
Format the Digest
Formats digest: Each tech gets their own list with addresses (clickable Google Maps links), customer phone numbers, job notes, and estimated revenue.
Send via SMS & Email
Sends via SMS + email: Techs get a clean text. You get a full owner dashboard email with the bird's-eye view.