Activity (Process)

Record the Customer’s Preferred Contact Channel

During the first scheduling conversation, ask which contact method the customer wants to use for project messages — text, email, or phone. Save that choice in the job record and follow it for every confirmation, reminder, and schedule change. Using the same channel the customer selected helps messages get noticed faster and shows respect for the customer’s preferences.

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Updated 2026-08-12

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Electrical Contracting Business Operations

Running an Electrical Contracting Business Course

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