Ron Peterson

+13309571988

Needs human · stuck on vendor (set_vendor)
Need a PO for transformer from train for job 289204477
5/19 4:22 PM
Got job 289204477. Still resolving that vendor — I'll follow up in a moment.
5/19 4:23 PM
Got Trane Supply. I have job 289204477 with Trane Supply. Submit?
5/19 4:23 PM
Yes
5/19 4:23 PM
Done — your PO number is 52373. Send a photo of the receipt when you're done.
5/19 4:24 PM
Quick reminder — please send the receipt photo for 52373 (Trane Supply).
5/19 5:00 PM
[media]
5/19 5:00 PM
Receipt applied to PO 52373 (Job 289204477) — total $17.02.
5/19 5:01 PM
6/17 5:11 PM
Got job 293821465. Is Trane Supply your vendor?
6/17 5:12 PM
RSC
6/17 5:13 PM
I have job 293821465 with Refrigeration Sales. Submit?
6/17 5:13 PM
Yes
6/17 5:14 PM
Done — your PO number is 55273. Send a photo of the receipt when you're done.
6/17 5:14 PM
Quick reminder — please send the receipt photo for 55273 (Refrigeration Sales).
6/17 5:40 PM
[media]
6/18 11:00 AM
Receipt applied to PO 55273 (Job 293821465) — total $13.79.
6/18 11:00 AM
6/19 9:21 AM
Got job 292005312. Is Refrigeration Sales your vendor?
6/19 9:21 AM
Warehouse
6/19 9:22 AM
That vendor isn't in our list. Please double-check the name.
6/19 9:22 AM
Ferguson
6/19 9:22 AM
I have job 292005312 with Ferguson. Submit?
6/19 9:23 AM
Yes
6/19 9:31 AM
Done — your PO number is 55449. Send a photo of the receipt when you're done.
6/19 9:31 AM
Quick reminder — please send the receipt photo for 55449 (Ferguson).
6/19 10:00 AM
Did not use po because I found the capacitor
6/19 10:04 AM
Which PO should I cancel? 1. PO 55449 — Job 292005312 with Ferguson (33 minutes ago) 2. PO 55273 — Job 293821465 with Refrigeration Sales (1 day ago)
6/19 10:04 AM
6/19 10:04 AM
PO 55449 cancelled in ServiceTitan.
6/19 10:05 AM
6/23 8:34 AM
Job 292005312 is marked Complete in ServiceTitan, so a new PO can't be created for it.
6/23 8:35 AM
Truck 175
6/23 8:36 AM
6/23 8:59 AM
Job 292005312 is marked Complete in ServiceTitan, so a new PO can't be created for it.
6/23 9:00 AM
6/23 9:00 AM
Got job 292272782. Is Refrigeration Sales your vendor?
6/23 9:00 AM
Ferguson
6/23 9:01 AM
I have job 292272782 with Ferguson. Submit?
6/23 9:01 AM
Yes
6/23 9:01 AM
Done — your PO number is 55738. Send a photo of the receipt when you're done.
6/23 9:02 AM
[media]
6/23 9:24 AM
Receipt applied to PO 55738 (Job 292272782) — total $41.29.
6/23 9:25 AM
286005228
6/27 11:57 AM
Job number 286005228 wasn't found in ServiceTitan. Please double-check and try again.
6/27 11:57 AM
6/27 11:57 AM
Got job 296005228. Is Ferguson your vendor?
6/27 11:58 AM
Yes
6/27 11:58 AM
Got it — Ferguson. I have job 296005228 with Ferguson. Submit?
6/27 11:58 AM
Yes
6/27 12:01 PM
Done — your PO number is 56227. Send a photo of the receipt when you're done.
6/27 12:01 PM
Quick reminder — please send the receipt photo for 56227 (Ferguson).
6/27 12:40 PM
End-of-day reminder — 1 PO still needs a receipt: • 56227 (Ferguson)
6/27 5:00 PM
End-of-day reminder — 1 PO still needs a receipt: • 56227 (Ferguson)
6/28 5:00 PM
[media]
6/30 9:37 AM
Couldn't read the total on that receipt — I discarded it. Please send a clearer photo that shows the full total.
6/30 9:37 AM
6/30 2:56 PM
Got job 296104312. Is Ferguson your vendor?
6/30 2:56 PM
Yes
6/30 2:56 PM
Got it — Ferguson. I have job 296104312 with Ferguson. Submit?
6/30 2:57 PM
Yes
6/30 2:57 PM
Done — your PO number is 56512. Send a photo of the receipt when you're done.
6/30 2:57 PM
Quick reminder — please send the receipt photo for 56512 (Ferguson).
6/30 3:20 PM
[media]
6/30 3:52 PM
Receipt received. Multiple POs found — which one is this for? 1. Job 296005228 — Ferguson (submitted 3 days ago) 2. Job 296104312 — Ferguson (submitted about 1 hour ago)
6/30 3:52 PM
2
6/30 3:55 PM
Receipt applied to PO 56512 (Job 296104312) — total $12.39.
6/30 3:55 PM
7/1 3:47 PM
Got job 296364812. Is Ferguson your vendor?
7/1 3:47 PM
Yes
7/1 3:48 PM
Got it — Ferguson. I have job 296364812 with Ferguson. Submit?
7/1 3:48 PM
Yes
7/1 3:48 PM
Done — your PO number is 56676. Send a photo of the receipt when you're done.
7/1 3:48 PM
7/1 4:22 PM
[media]
7/1 4:22 PM
Quick reminder — please send the receipt photo for 56676 (Ferguson).
7/1 4:23 PM
Got job 296364812. Is Ferguson your vendor?
7/1 4:23 PM
No
7/1 4:23 PM
Lennox
7/1 4:23 PM
I have job 296364812 with Lennox. Submit?
7/1 4:23 PM
Yes
7/1 4:24 PM
Done — your PO number is 56681. Send a photo of the receipt when you're done.
7/1 4:24 PM
[media]
7/1 4:24 PM
Receipt received. Multiple POs found — which one is this for? 1. Job 296005228 — Ferguson (submitted 4 days ago) 2. Job 296364812 — Ferguson (submitted 36 minutes ago) 3. Job 296364812 — Lennox (submitted 1 minute ago)
7/1 4:25 PM
2
7/1 4:26 PM
Receipt applied to PO 56676 (Job 296364812) — total $12.39.
7/1 4:26 PM
Quick reminder — please send the receipt photo for 56681 (Lennox).
7/1 5:00 PM
End-of-day reminder — 1 PO still needs a receipt: • 56681 (Lennox)
7/1 5:00 PM
[media]
7/2 9:44 AM
Receipt received. Multiple POs found — which one is this for? 1. Job 296005228 — Ferguson (submitted 5 days ago) 2. Job 296364812 — Lennox (submitted about 17 hours ago)
7/2 9:44 AM
Lennox
7/2 9:44 AM
Couldn't read the total on that receipt — discarded it. Please send a clearer photo that shows the full total.
7/2 9:45 AM
End-of-day reminder — 1 PO still needs a receipt: • 56681 (Lennox)
7/2 5:00 PM
End-of-day reminder — 1 PO still needs a receipt: • 56681 (Lennox)
7/3 5:00 PM
[media]
7/4 9:35 AM
Receipt received. Multiple POs found — which one is this for? 1. Job 296005228 — Ferguson (submitted 7 days ago) 2. Job 296364812 — Lennox (submitted 3 days ago)
7/4 9:36 AM
2
7/4 9:36 AM
Couldn't read the total on that receipt — discarded it. Please send a clearer photo that shows the full total.
7/4 9:36 AM
No receipt for Lennox
7/4 9:38 AM
Got it — marked PO 56681's receipt as lost. No more reminders for it.
7/4 9:38 AM
7/4 9:54 AM
Got job 296322795. Is Lennox your vendor?
7/4 9:54 AM
No
7/4 9:54 AM
Okay — who's the vendor for job 296322795?
7/4 9:55 AM
Ferguson
7/4 9:55 AM
I have job 296322795 with Ferguson. Submit?
7/4 9:55 AM
Ferguson
7/4 9:55 AM
Yes
7/4 9:55 AM
Done — your PO number is 56906. Send a photo of the receipt when you're done.
7/4 9:55 AM
Quick reminder — please send the receipt photo for 56906 (Ferguson).
7/4 10:20 AM
7/4 4:44 PM
Got job 296951991 — is Ferguson your vendor?
7/4 4:44 PM
Yes
7/4 4:46 PM
Got it — Ferguson. I have job 296951991 with Ferguson. Submit?
7/4 4:46 PM
Yes
7/4 4:47 PM
Done — your PO number is 56910. Send a photo of the receipt when you're done.
7/4 4:47 PM
End-of-day reminder — 2 POs still need receipts: • 56906 (Ferguson) • 56910 (Ferguson)
7/4 5:00 PM
Quick reminder — please send the receipt photo for 56910 (Ferguson).
7/4 5:20 PM
End-of-day reminder — 2 POs still need receipts: • 56906 (Ferguson) • 56910 (Ferguson)
7/5 5:00 PM
Need text to confirm
7/8 6:48 PM
Do you mean the PO submit confirmation text — the exact “I have job <number> with <vendor>. Submit?” prompt — or something else to confirm with the customer?
7/8 6:48 PM
Home Depot
7/8 7:12 PM
Got Home Depot. What's the job number?
7/8 7:12 PM
7/10 1:15 PM
Got job 298761912. I have job 298761912 with Home Depot. Submit?
7/10 1:15 PM
No change vendor
7/10 1:16 PM
I have job 298761912 with Home Depot. Submit?
7/10 1:16 PM
No
7/10 1:17 PM
Got it — discarding the PO. Text me anytime to start a new one.
7/10 1:17 PM
Lennox
7/10 1:17 PM
7/10 1:17 PM
Got Lennox. What's the job number?
7/10 1:17 PM
Got job 298761912. I have job 298761912 with Lennox. Submit?
7/10 1:18 PM
Yes
7/10 1:18 PM
Done — your PO number is 57730. Send a photo of the receipt when you're done.
7/10 1:18 PM
Quick reminder — please send the receipt photo for 57730 (Lennox).
7/10 1:40 PM
Cancel po
7/10 1:40 PM
Which PO should I cancel? 1. PO 57730 — Job 298761912 with Lennox (23 minutes ago) 2. PO 56910 — Job 296951991 with Ferguson (6 days ago) 3. PO 56906 — Job 296322795 with Ferguson (6 days ago)
7/10 1:41 PM
All
7/10 1:42 PM
Do you mean cancel all three POs shown (57730, 56910, 56906)? Reply 'yes' to confirm.
7/10 1:42 PM
Yes
7/10 1:43 PM
Which PO should I cancel? 1. PO 57730 — Job 298761912 with Lennox (25 minutes ago) 2. PO 56910 — Job 296951991 with Ferguson (6 days ago) 3. PO 56906 — Job 296322795 with Ferguson (6 days ago)
7/10 1:43 PM
1,2,3
7/10 1:43 PM
Which PO should I cancel? 1. PO 57730 — Job 298761912 with Lennox (25 minutes ago) 2. PO 56910 — Job 296951991 with Ferguson (6 days ago) 3. PO 56906 — Job 296322795 with Ferguson (6 days ago)
7/10 1:43 PM
1
7/10 1:44 PM
PO 57730 cancelled in ServiceTitan.
7/10 1:44 PM
7/10 1:44 PM
Got job 298761912. Is Ferguson your vendor?
7/10 1:45 PM
No
7/10 1:45 PM
Okay — who’s the vendor for job 298761912?
7/10 1:45 PM
Robertson
7/10 1:46 PM
That vendor isn't in our list. Please double-check the name.
7/10 1:46 PM
Robertson
7/10 1:55 PM
That vendor isn't in our list. Please double-check the name.
7/10 1:55 PM
Robertsons
7/10 1:56 PM
That vendor isn't in our list. Please double-check the name.
7/10 1:56 PM
Robertson's heating supply
7/10 1:56 PM
That vendor isn't in our list. Please double-check the name.
7/10 1:57 PM
Robertsons
7/10 1:57 PM
That vendor isn't in our list. Please double-check the name.
7/10 1:58 PM
Robertsons supple
7/10 1:59 PM
Robertsons supply
7/10 1:59 PM
That vendor isn't in our list. Please double-check the name.
7/10 1:59 PM
That vendor isn't in our list. Please double-check the name.
7/10 1:59 PM
Robertson kitchen and bath
7/10 2:01 PM
That vendor isn't in our list. Please double-check the name.
7/10 2:01 PM

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