FOR THE CSR
Closeout Craft
Auto-sent visit recaps that head off callbacks.
The customer already knows what happened on the visit before they think to pick up the phone. The CSR's day runs on booking jobs and addressing the calls that need real attention.
- Time back
- 5 min
- per job
- Cost
- From 1.5¢
- 3 Rivets per summary cleaned
- 3 Rivets per summary cleaned
- 12 Rivets per summary written
- 30 Rivets per recap
How it works.
4 steps, and your team only touches the ones that need a person.
- 1.
A job wraps up
When the technician marks the job complete, Closeout Craft picks it up. With the field service system connected it reads the job; without it, the technician submits the details and photos on a short form.
- 2.
The recap comes together
It builds a plain-language summary of the work and any readings, gathers the photos and the technician's note, and adds a work receipt if the shop uses one.
- 3.
It goes to the customer
The recap is sent by text or email, the way the shop set it up, with no step from the office.
- 4.
It is logged on the job
The delivery is recorded back on the job, so the office can see what went out and when.
Try it.
A small working model of Closeout Craft. Nothing here touches a real customer.
Pick how your shop reaches customers, close the job, and see the recap the customer gets.
A day for the CSR.
- 8:00 AM
The first calls of the day include three 'did your tech come yesterday?' checks. For each one the CSR opens the job, reads back what was done, and relays it while the queue stacks up behind them.
- 11:30 AM
A customer who was at work during the visit calls to ask what the tech found. The CSR digs through the job notes and a couple of photos to piece the visit back together.
- 2:00 PM
A member wants a copy of what was done for their records. The CSR builds a quick summary by hand and emails it over.
- 8:00 AM
The jobs closed yesterday already went out as recaps. The first calls of the day are bookings, not status checks.
- 11:30 AM
The customer who was at work got the summary with photos the moment the job closed. No call comes in.
- 2:00 PM
The record the member wanted was sent at closeout, receipt included. There is nothing to compile.
What it won't do.
So nobody's surprised later.
- Generating the invoice or collecting payment
- Handling the customer's reply or questions after the recap goes out
- Arrival or ETA notifications before the visit
- Writing the technician's work record; the recap summarizes what the tech captured
- About 220,000 calls a month analyzed across 31 shops
- 139 shops use Graphite Lab tools
- 108 ServiceTitan data types synced, including for multi-location operators
- 66 to 93 mobile PageSpeed, from a contractor's old site to the preview we built in under 10 days
Let’s talk about your shop.
No slide deck. Tell us how your team runs today and we'll show you what we'd build first. If it's a fit, we send you a quote.
