Rusti.Red

One job, start to paid

The shortest path through one service call. Elena books, Karen in the office schedules it, and Jordan goes, writes the note, finishes, and takes a check. Eight steps.

Elena, the homeowner

  1. Elena books

    No account and no app: your shop’s own booking page, at its own address on rusti.red. The box for texts is optional. The request waits on your Schedule, and an email tells her it arrived.

    Fill in her name, mobile, address, and the problem, pick a day and a time of day then Request a visit

    The bottom of the booking page, with the day, the afternoon, the texts box ticked, and Request a visit.

Karen, in the office

  1. Karen schedules it

    Elena’s day and time are filled in. Karen picks the two-hour window and the tech. Elena gets the confirmation by email. Until your texting is approved, Karen sends the text from her phone.

    Schedule on Elena’s request, on Schedule then pick the Tech then Schedule job

    Elena’s request on Schedule, open to its date, arrival window, and tech, with Schedule job.

Jordan, the tech

  1. Jordan heads out

    His day lists the visit with its window and her address. One tap marks him on the way and writes the on-my-way message with his name and the window.

    Open Elena’s visit on Today then On my way

    Elena’s visit open on his phone, with On my way at the bottom.

  2. Start

    Until your texting is approved, every text opens like this, ready to send from his phone. Elena gets the email either way. Start tells the office he’s on site.

    Open Messages to send it then at the door, Start

    The on-my-way text ready to send from his phone, with Start at the bottom.

  3. The note

    Service calls need a note before Finish. Set what each kind of job needs in Settings, Jobs and arrival windows.

    Add note then what he found and did then Save note

    The note: what he found and did, with Save note.

  4. Finish

    One tap closes the visit and builds the invoice. No quote? It bills the service call’s default item: the $89.00 diagnostic fee. Elena gets it by email with a link to pay by card. Jordan sends the text.

    Finish

    The visit on site, with Finish at the bottom.

  5. Paid by check

    The amount due is filled in. Check number optional. With Stripe connected, Elena pays by card from her invoice link instead.

    Record payment then Check then Record payment

    Check chosen, the $89.00 filled in, and Record payment.

  6. Paid in full

    Paid. Reminders stop. Elena gets a thank-you by email; until texting is approved, Jordan sends the text. The review request and next year’s tune-up reminder book themselves.

    The visit completed, and the thank-you ready to send.

What the full tour adds

Equipment on file, a quote from the price book signed on Jordan’s phone, a QR code for a card at the door, the invoice on Elena’s phone, and her record in the office. All on this same job, then a replacement with a deposit and an install, then the owner’s setup.

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Set up in about ten minutes, starting from an HVAC price book that's already filled in. Month to month.

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