Glossary

Branch: A specific operating location or service company context
Team: A dispatchable technician unit that receives scheduled jobs
Route: Ordered set of jobs assigned for a day
Lead: Prospect not yet converted to active customer
Customer: Contact with active or historical service relationship
Quote: Pricing proposal sent before service agreement
Recurring service: Ongoing service on a repeating cadence
Pulse Connect: Messaging area for SMS and email communication

Use this glossary to keep team language consistent.

Common terms

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