Demo, example data
This is what you see, on the days you want to look.
Everything here is included in every plan. Most owners run the business from the Monday text and open this a few times a month.
Hi, my water heater is leaking, can someone come today?
Yes. We can be there today between 4 and 6 or tomorrow at 8. Which works?
Today 4 to 6 please
Great. A $49 service call holds the slot and is credited to the repair. Pay here: pay.foreman.co/4821. Any photos of the leak help Marcus come prepared.
Paid. Photo attached.
Booked for today, 4 to 6. Marcus is coming. Reply here if anything changes.
"Hi, I need someone to look at a slab leak, the water bill doubled."
"We can do a leak check Thursday at 9 or Friday at 1. The check is $129 and comes off the repair."
"Thursday at 9 works."
Confirmation sent by text: Thursday 10/10, 9:00 AM, leak detection, $129 credited to the repair. Reply C to confirm.
C
Hi Anna, here is the repipe quote from Tuesday: $2,400, 2 days, 10-year warranty. Quote and contract: sign.foreman.co/7310. Happy to answer anything.
Thanks, I will think about the quote.
Of course. One thing worth knowing: financing is available at 0% for 12 months through Wisetack, about $200 a month. The link is in the quote.
Oh that helps. Let me talk to my husband tonight.
Hi, this is Rivera Plumbing. Sorry we missed your call. I can get you booked right here. What is your name?
Ray Brooks. I dont do links or apps, just so you know.
No links, Ray. We will do it right here. What is the address where you need us?
4412 Elm Crest Dr, Plano
Got it. What is going on with the plumbing?
Kitchen sink is backed up again. You cleared it in the spring.
Thanks. Is there a time of day that works best for you?
Mornings. I nap after lunch.
Here is what I have: Ray Brooks, 4412 Elm Crest Dr, kitchen sink backed up, mornings. Luis can come tomorrow at 10:30. Shall I book that?
Yes thats fine
Booked. Luis, tomorrow at 10:30. No link, nothing to tap. We will call the day of, before we come.
Can we move Friday's faucet job to next week? Travel came up.
Sure, Ben. Tuesday 10/14 at 9:00 AM or Wednesday 10/15 at 1:00 PM?
Tuesday 9
Moved to Tuesday 10/14, 9:00 AM with Marcus. The Friday slot is released. Reminder the day before.
"The tech left mud on the carpet yesterday and I had to clean it. Not happy."
"I am sorry, Karen. That is on us. I have flagged it to the owner, who will call you today before 5. You do not need to do anything else."
"OK. Thank you."
Hi, can you send the quote for the bathroom remodel rough-in we talked about Monday? My contractor needs it this week.
Here it is, Olivia: rough-in for 1 bathroom, $3,900, 3 days, permit included. Quote and contract: sign.foreman.co/7355. Happy to walk your contractor through it.
Thanks. Reviewing it with him Thursday.
Sounds good. I will check in Friday unless you say otherwise.
Hi Tom, Marcus is set for tomorrow 10/9 at 8:00 AM for the water softener install. Reply C to confirm or R to reschedule.
C
Confirmed. Marcus will text when he is 30 minutes out. Please clear the space under the sink.
Thanks for having us yesterday, Linda. If you have a minute, a Google review helps a lot: review.foreman.co/rp
Done, 5 stars. Luis was great.
Thank you, Linda. Luis will be glad to hear it.
Hi Paul, it is Rivera Plumbing. Your water heater flush is due this month. Want a slot next week?
STOP
While you worked
- Answered 14 leads while you worked.Median reply 38 s. 5 booked, $3,900 quoted.
- Booked Ray Brooks by text after a missed call.Booked drain clearing for Thursday 10:30 with no link sent.
- Chased 4 open quotes on day 3, 7 and 14.Anna Kim replied and asked for $200 off the repipe.
- Texted 6 customers whose annual flush is due.2 booked, $380 in revenue.
- Asked 3 customers from yesterday for a review.1 review posted, 5 stars.
Schedule
Needs you Approvals
- Budget move$150 a week from Meta to Google, $41 a job there
- Refund$80 to Ray Brooks for the second drain visit
- DiscountAnna Kim, $2,400 repipe, asked for $2,200
Watch
- 2.5hours open, 11:00 to 1:30Dee has a gap todayForeman proposes texting 4 customers in Oak Lawn with a flush due. Tap to send it by 9:00 AM.
- 3up from 1 last monthCallbacks this month2 are the same shower valve cartridge. Foreman flagged the part to Luis and paused the review ask on both.
- $96up from $71 last monthMeta cost per booked jobGoogle is $41. The $150 a week budget move is in Needs you.
| Customer | Last job | Lifetime | Next | Status |
|---|---|---|---|---|
| Maria Rivera | Water heater install 3/14/2026 | $2,140 | Annual flush 4/2027 | Active |
| Dana Lopez | Water heater flush 11/2/2025 | $3,860 | Annual flush 11/2026 | Active |
| Ray Brooks | Drain clearing 4/22/2026 | $1,640 | Drain clearing 10/9 | Active |
| Sofia Park | Faucet replace 10/8/2026 | $310 | None | New |
| James Turner | None yet | $0 | Leak detection 10/10 | New |
| Anna Kim | None yet | $0 | Quote $2,400 open | Quote open |
Recommendation, 1 move
Move $150 a week from Meta to Google searchGoogle search is at $41 per booked job with room to spend; Meta is at $68 and flat for 3 weeks. Expected: 3 to 4 more booked jobs a week at the same total spend.
What is working, and why
Cost per booked job by platform
Cost per booked job by campaign
| Campaign | Spend | Booked | Per job |
|---|---|---|---|
| Water heater, search | $520 | 12 | $43 |
| Local Services | $440 | 8 | $55 |
| Drain special, Meta | $410 | 6 | $68 |
| Repipe, TikTok | $320 | 4 | $80 |
| Spring tune-up, Meta | $180 | 0 | Pause proposed |
Cost per booked job, 8 weeks by platform
What we changed this week
- Moved $100 a week from "Drain special" to "Water heater, search" (Mon).
- Paused the "Licensed and insured" creative, kept "Same-day" (Tue).
- Narrowed Meta to 10 miles of Plano, was 25 (Tue).
- Added "after hours" negative keyword to the search campaign (Wed).
Pause proposed
"Spring tune-up" has run 16 days, $180 spent, no booked job, cost per result 3x the account median. Pause it and move the $45 a week to "Water heater, search"?
Booked: 19 jobs, $14,200 quoted
Reactivated: 14 past customers
Reviews: 7 new, 4.9 average
Ads: $41 per booked job, Google ahead
Needs you: 1 budget move to approve
Needs you Approvals
- Budget moveGoogle "water heater" booked 6 jobs at $41 each this week. Move $150 a week from Meta to Google?
- RefundRay Brooks asked for $80 back on the drain clearing (second visit). Your rule: refunds over $50 need you. Approve $80?
- DiscountAnna Kim asked if the $2,400 repipe can be $2,200. Your rule: up to 10% with your tap. Offer $2,200 with the contract link?
The 6 lines on the left are the whole weekly report. Everything below is the detail behind them.
Where the money came from
Customer lifetime value
Repeat share x lifetime value is what makes a lead worth paying for. Both are in Monday's text when they move.
Quotes outstanding
Foreman follows every quote on day 3, day 7 and day 14, then stops.
Tech utilization
Billable hours over an 8 hour day. Over 85% means a 4th tech pays for itself.
Where the money came from
Customer lifetime value
Repeat share x lifetime value is what makes a lead worth paying for. Both are in Monday's text when they move.
Quotes outstanding
Foreman follows every quote on day 3, day 7 and day 14, then stops.
Tech utilization
Billable hours over an 8 hour day. Over 85% means a 4th tech pays for itself.
Where the money came from
Customer lifetime value
Repeat share x lifetime value is what makes a lead worth paying for. Both are in Monday's text when they move.
Quotes outstanding
Foreman follows every quote on day 3, day 7 and day 14, then stops.
Tech utilization
Billable hours over an 8 hour day. Over 85% means a 4th tech pays for itself.
Budget move
Google "water heater" booked 6 jobs at $41 each this week. Move $150 a week from Meta to Google?
Refund
Ray Brooks asked for $80 back on the drain clearing (second visit). Your rule: refunds over $50 need you. Approve $80?
Discount
Anna Kim asked if the $2,400 repipe can be $2,200. Your rule: up to 10% with your tap. Offer $2,200 with the contract link?
Decided this week
- Approved: pause "Spring tune-up" on Meta (Tuesday).
- Approved: 10% off for Dana Lopez's referral (Monday).
- Declined: after-hours surcharge waiver for a 9 PM call (Sunday).
- New lead1 steps, 1 decisions
- Quote follow-up0 steps, 1 decisions
- Reminders and reschedules1 steps, 1 decisions
- After the job1 steps, 1 decisions
- Win-back1 steps, 1 decisions
- Reviews0 steps, 1 decisions
- Approvals1 steps, 1 decisions
New lead
Quote follow-up
Reminders and reschedules
After the job
Win-back
Reviews
Approvals
Rules 13
Before booking
- Collect a deposit or service call feeStripe link in the thread; the slot holds when paid; credited to the job
- Send the quote and contract to e-sign1 link, signed on the phone, PDF to both of you
- Ask for photos or a short video of the problemAttached to the job so the tech arrives prepared
- Confirm address, gate code and parkingWritten to the job notes
- Ask by question when a customer says no linksName, address, problem, best time, 1 message each
After the job
- Send the payment link and receiptStripe or Square; follow-up stops the moment it is paid
- Ask for a Google review the same eveningOnly after a paid, closed job; never twice
- Set the next-service dateAnnual flush, filter change, recall interval
- Referral ask at 30 days1 text, your words, with a thank-you credit
Always
- Answer every lead in under 60 secondsText, voice, email, web chat, DMs
- Text back every missed callBefore the caller finds the next number
- Honour STOP and quiet hours9 PM to 8 AM, your time zone
- Route anything over $500 or any refund to youOne line, one tap
Next action Foreman
- Reminder text: Marcus on the way, 4 to 6
- Payment link and receipt when Marcus closes the job
- Review ask, only if the job is paid and closed
- Annual flush reminder, 2 weeks ahead with open slots
Notes
- Gate code 4471, side gate sticks
- 2 dogs, friendly, keep the back gate closed
Recent 3
- Text
Water heater leak. Booked same day, $49 deposit paid.
- Job
Water heater install
Marcus$1,650Paid - Voice
Called about a failing heater. Quote sent, accepted.
Tags
Timeline 6
- Text
Water heater leak. Booked same day, $49 deposit paid.
- Job
Water heater install
Marcus$1,650Paid - Voice
Called about a failing heater. Quote sent, accepted.
- Text
Review request after the flush. 5 stars on Google.
- Job
Water heater flush
Luis$180Paid - Job
Garbage disposal replace, Marcus, $310, paid.
Conversations 3
- TextWater heater leak. Booked same day, $49 deposit paid.
- VoiceCalled about a failing heater. Quote sent, accepted.
- TextReview request after the flush. 5 stars on Google.
Jobs 4
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 10/8/2026 | Water heater leak repair | Marcus | $49 deposit | Deposit paid |
| 3/14/2026 | Water heater install | Marcus | $1,650 | Paid |
| 9/2/2025 | Water heater flush | Luis | $180 | Paid |
| 4/11/2023 | Garbage disposal replace | Marcus | $310 | Paid |
Quotes and invoices 4
| Item | Amount | Status | |
|---|---|---|---|
| Deposit Water heater leak repair, 10/8/2026 | $49 deposit | Paid | View receipt |
| Invoice Water heater install, 3/14/2026 | $1,650 | Paid | View invoice |
| Invoice Water heater flush, 9/2/2025 | $180 | Paid | View invoice |
| Invoice Garbage disposal replace, 4/11/2023 | $310 | Paid | View invoice |
Reviews
- ★★★★★
Luis flushed the heater, showed me the sediment, and was gone in 40 minutes. Same price he quoted.
Household
- Address
- 2210 Willow Bend Dr, Plano, TX 75093
- Property
- Single family, built 2004, 2 baths
- Water heater
- Rheem 50 gal gas, installed 3/14/2026, 6-year warranty
- Other contacts
- Luis Rivera (husband), (469) 555-0143
Consent
- Texting consent
- 3/2023, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Reminder text with Luis's name and photo
- Repair quote sent with contract link if a leak is found
- Quote follow-up if no answer, stops on yes or no
Notes
- Found us on Google Business, read the reviews first
- Water bill doubled in September
Recent 2
- Voice
Called about a slab leak. Leak detection booked Thursday 9:00, $129.
- Text
Confirmation sent, replied C.
Tags
Timeline 2
- Voice
Called about a slab leak. Leak detection booked Thursday 9:00, $129.
- Text
Confirmation sent, replied C.
Conversations 2
- VoiceCalled about a slab leak. Leak detection booked Thursday 9:00, $129.
- TextConfirmation sent, replied C.
Jobs 1
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 10/10/2026 | Leak detection | Luis | $129 | Due at visit |
Quotes and invoices 0
| Item | Amount | Status | |
|---|---|---|---|
| Nothing billed yet | |||
Reviews
No review yet. Foreman asks once, after a paid job, and never twice.
Household
- Address
- 1535 Lakeshore Dr, Richardson, TX 75080
- Property
- Single family, slab, built 1979
- Other contacts
- None on file
Consent
- Texting consent
- 10/8/2026, by texting us first
- Channel
- Voice
- STOP
- Not received
Next action Foreman
- Day-7 follow-up, last one, stops on yes, no or STOP
- Contract to e-sign, deposit $240, 2-day slot offered
- $50 referral credit to Dana Lopez
Notes
- Referred by Dana Lopez, give Dana the $50 credit if this books
- Husband decides on anything over $1,000
Recent 3
- Text
Day-3 follow-up with financing. "Let me talk to my husband tonight."
- Text
Repipe quote $2,400 sent with contract link.
- Job
On-site estimate
Marcus$0Free
Open quote
| Quote Quote $2,400 | $2,400 | Open |
Tags
Timeline 4
- Text
Day-3 follow-up with financing. "Let me talk to my husband tonight."
- Text
Repipe quote $2,400 sent with contract link.
- Job
On-site estimate
Marcus$0Free - Text
Referred by Dana Lopez. Asked for a repipe quote.
Conversations 3
- TextDay-3 follow-up with financing. "Let me talk to my husband tonight."
- TextRepipe quote $2,400 sent with contract link.
- TextReferred by Dana Lopez. Asked for a repipe quote.
Jobs 1
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 10/1/2026 | On-site estimate | Marcus | $0 | Free |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Quote Quote $2,400 | $2,400 | Open | View quote |
Reviews
No review yet. Foreman asks once, after a paid job, and never twice.
Household
- Address
- 817 Ridgeview Ct, Allen, TX 75013
- Property
- Single family, built 1994, galvanized supply lines
- Quote
- Repipe, PEX, 2 days, $2,400
- Other contacts
- Husband, Dan Kim, decides with her
Consent
- Texting consent
- 10/8/2026, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Receipt and review ask, she reviewed before so a thank-you instead
- Reminder set, annual flush due 11/2026
- $50 referral credit applied
Notes
- Gate code 2210
- Cat, keep the front door closed
Recent 3
- Job
Water heater flush
Marcus$180Paid - Web chat
Asked for a reminder before the flush. Set for 11/2026 next year.
- Text
Referred Anna Kim. Thanked, credit pending.
Tags
Timeline 6
- Job
Water heater flush
Marcus$180Paid - Web chat
Asked for a reminder before the flush. Set for 11/2026 next year.
- Text
Referred Anna Kim. Thanked, credit pending.
- Job
Water heater flush
Luis$180Paid - Job
Repipe, 2 days, Marcus and Luis, $2,900, paid.
- Job
Toilet replace, Marcus, $420, paid.
Conversations 2
- Web chatAsked for a reminder before the flush. Set for 11/2026 next year.
- TextReferred Anna Kim. Thanked, credit pending.
Jobs 4
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 10/8/2026 | Water heater flush | Marcus | $180 | Paid |
| 11/2/2025 | Water heater flush | Luis | $180 | Paid |
| 2/12/2024 | Repipe | Marcus, Luis | $2,900 | Paid |
| 6/4/2021 | Toilet replace | Marcus | $420 | Paid |
Quotes and invoices 4
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Water heater flush, 10/8/2026 | $180 | Paid | View invoice |
| Invoice Water heater flush, 11/2/2025 | $180 | Paid | View invoice |
| Invoice Repipe, 2/12/2024 | $2,900 | Paid | View invoice |
| Invoice Toilet replace, 6/4/2021 | $420 | Paid | View invoice |
Reviews
- ★★★★★
Second year with Rivera. They text before they come and leave the place clean.
Household
- Address
- 3901 Harvest Hill Rd, Plano, TX 75075
- Property
- Single family, built 2001, 3 baths
- Water heater
- Bradford White 50 gal, 2021
- Other contacts
- Referred Anna Kim
Consent
- Texting consent
- 6/2021, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Phone reminder, not a text link
- Luis to suggest a camera inspection, $150, in person
- No review ask, he does not use Google. Thank-you text instead
Notes
- No links, no apps. Phone and plain text only
- Pays by check at the door
Recent 3
- Text
Missed call, texted back. Intake by question, booked Thursday 10:30.
- Job
Drain clearing, kitchen
Luis$240Paid, check - Voice
Called about the kitchen sink. Booked next day.
Tags
Timeline 5
- Text
Missed call, texted back. Intake by question, booked Thursday 10:30.
- Job
Drain clearing, kitchen
Luis$240Paid, check - Voice
Called about the kitchen sink. Booked next day.
- Job
Water heater replace, Marcus, $1,100, paid.
- Job
Outdoor faucet repair, Marcus, $300, paid.
Conversations 2
- TextMissed call, texted back. Intake by question, booked Thursday 10:30.
- VoiceCalled about the kitchen sink. Booked next day.
Jobs 4
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 10/9/2026 | Drain clearing, kitchen | Luis | $240 est. | Pay at visit |
| 4/22/2026 | Drain clearing, kitchen | Luis | $240 | Paid, check |
| 8/15/2023 | Water heater replace | Marcus | $1,100 | Paid, check |
| 5/3/2019 | Outdoor faucet repair | Marcus | $300 | Paid, cash |
Quotes and invoices 3
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Drain clearing, kitchen, 4/22/2026 | $240 | Paid | View invoice |
| Invoice Water heater replace, 8/15/2023 | $1,100 | Paid | View invoice |
| Invoice Outdoor faucet repair, 5/3/2019 | $300 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid job, and never twice.
Household
- Address
- 4412 Elm Crest Dr, Plano, TX 75074
- Property
- Single family, built 1986, 2 baths
- Water heater
- AO Smith 40 gal gas, 2019
- Other contacts
- Son, Mike Brooks, (469) 555-0190, for anything urgent
Consent
- Texting consent
- 5/2019, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Payment link and receipt
- Google review ask
- Referral ask with a $25 credit
Notes
- Apartment, buzz 3B, parking in the visitor row
- Bought the faucet herself, Moen
Recent 2
- Job
Faucet replace
Marcus$310Due at visit - Text
Found us on TikTok. Asked about a kitchen faucet swap. Quoted $310, booked.
Tags
Timeline 2
- Job
Faucet replace
Marcus$310Due at visit - Text
Found us on TikTok. Asked about a kitchen faucet swap. Quoted $310, booked.
Conversations 1
- TextFound us on TikTok. Asked about a kitchen faucet swap. Quoted $310, booked.
Jobs 1
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 10/8/2026 | Faucet replace | Marcus | $310 | Due at visit |
Quotes and invoices 0
| Item | Amount | Status | |
|---|---|---|---|
| Nothing billed yet | |||
Reviews
No review yet. Foreman asks once, after a paid job, and never twice.
Household
- Address
- 624 Cottonwood Ln, Plano, TX 75023
- Property
- Townhome, 1 bath
- Other contacts
- None on file
Consent
- Texting consent
- 10/8/2026, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- 30-minute heads-up from Marcus
- Receipt, then a review ask the next day
Notes
- Under-sink space is tight, bring the short wrench
Recent 2
- Web chat
Confirmed. Reminder done, 30-minute heads-up set for Marcus.
- Job
Garbage disposal
Marcus$640Paid
Tags
Timeline 2
- Web chat
Confirmed. Reminder done, 30-minute heads-up set for Marcus.
- Job
Garbage disposal
Marcus$640Paid
Conversations 1
- Web chatConfirmed. Reminder done, 30-minute heads-up set for Marcus.
Jobs 1
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 2/11/2026 | Garbage disposal | Marcus | $640 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Garbage disposal, 2/11/2026 | $640 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid job, and never twice.
Household
- Address
- 1882 Oak Hollow Dr, McKinney, TX
- Property
- Townhome, 1 bath
- Water heater
- Tankless, 2020
- Other contacts
- None on file
Consent
- Texting consent
- 2/2025, by texting us first
- Channel
- Web chat
- STOP
- Not received
Next action Foreman
- Seasonal check-in, no ask
- Annual flush offer
Notes
- Found us on Instagram, likes before-and-after photos
Recent 2
- Instagram
Review posted on Google, 5 stars. Luis tagged. No further asks.
- Job
Shower valve
Luis$380Paid
Tags
Timeline 2
- Instagram
Review posted on Google, 5 stars. Luis tagged. No further asks.
- Job
Shower valve
Luis$380Paid
Conversations 1
- InstagramReview posted on Google, 5 stars. Luis tagged. No further asks.
Jobs 1
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 10/6/2026 | Shower valve | Luis | $380 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Shower valve, 10/6/2026 | $380 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid job, and never twice.
Household
- Address
- 1777 Cedar Dr, Frisco, TX
- Property
- Duplex, owner occupied
- Water heater
- On file
- Other contacts
- None on file
Consent
- Texting consent
- 10/8/2026, by texting us first
- Channel
- STOP
- Not received
Next action Foreman
- No outbound contact. Phone or email only if he reaches out
Notes
- STOP on 10/6/2026. Do not text. He calls when he needs us
Recent 2
- Text
STOP honoured. Number on the do-not-text list. Phone or email only from now, and only if he reaches out.
- Job
Water heater flush
Luis$180Paid, check
Tags
Timeline 2
- Text
STOP honoured. Number on the do-not-text list. Phone or email only from now, and only if he reaches out.
- Job
Water heater flush
Luis$180Paid, check
Conversations 1
- TextSTOP honoured. Number on the do-not-text list. Phone or email only from now, and only if he reaches out.
Jobs 1
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 9/18/2025 | Water heater flush | Luis | $180 | Paid, check |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Water heater flush, 9/18/2025 | $180 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid job, and never twice.
Household
- Address
- 1847 Parker Dr, Dallas, TX
- Property
- Single family, 3 baths
- Water heater
- Gas, 50 gal, 2022
- Other contacts
- None on file
Consent
- Texting consent
- 3/2020, by replying on text
- Channel
- Text
- STOP
- Received 10/6/2026, honoured in 2 s
Next action Foreman
- Owner call-back, flagged
- $40 credit and a note to Luis
Notes
- Carpet in the hallway, shoe covers every visit from now on
- Complaint 10/8: mud on the carpet
Recent 2
- Voice
Complaint flagged to the owner. Call-back due by 5:00 PM.
- Job
Water heater flush
Luis$180Paid
Tags
Timeline 2
- Voice
Complaint flagged to the owner. Call-back due by 5:00 PM.
- Job
Water heater flush
Luis$180Paid
Conversations 1
- VoiceComplaint flagged to the owner. Call-back due by 5:00 PM.
Jobs 1
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 10/7/2026 | Water heater flush | Luis | $180 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Water heater flush, 10/7/2026 | $180 | Paid | View invoice |
Reviews
- ★★★★☆
Good work on the disposal. Took two tries to get the time right.
Household
- Address
- 1854 Hillcrest Dr, Plano, TX
- Property
- Townhome, 1 bath
- Water heater
- Tankless, 2020
- Other contacts
- None on file
Consent
- Texting consent
- 1/2024, by texting us first
- Channel
- Voice
- STOP
- Not received
Next action Foreman
- Reminder for Tuesday 9:00 with Marcus
- Receipt and review ask
Notes
- Travels for work, reschedules happen, no fee the first time
Recent 2
- WhatsApp
Job moved in Jobber. Friday 1:00 slot offered to the waitlist, 2 texted.
- Job
Toilet repair
Marcus$290Paid
Tags
Timeline 2
- WhatsApp
Job moved in Jobber. Friday 1:00 slot offered to the waitlist, 2 texted.
- Job
Toilet repair
Marcus$290Paid
Conversations 1
- WhatsAppJob moved in Jobber. Friday 1:00 slot offered to the waitlist, 2 texted.
Jobs 1
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 5/9/2026 | Toilet repair | Marcus | $290 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Toilet repair, 5/9/2026 | $290 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid job, and never twice.
Household
- Address
- 1714 Custer Dr, McKinney, TX
- Property
- Townhome, 1 bath
- Water heater
- Tankless, 2020
- Other contacts
- None on file
Consent
- Texting consent
- 4/2022, by replying on whatsapp
- Channel
- STOP
- Not received
Next action Foreman
- Day-3 follow-up, stops on yes, no or STOP
- Contract to e-sign, $390 deposit holds a start date
Notes
- Contractor is Nate Builders, copy him on the contract
- Permit included in the quote
Recent 2
- Email
Day-3 follow-up Friday. Stops on yes, no, or STOP.
- Job
On-site estimate
Marcus$0Free
Open quote
| Quote Quote $3,900 | $3,900 | Open |
Tags
Timeline 2
- Email
Day-3 follow-up Friday. Stops on yes, no, or STOP.
- Job
On-site estimate
Marcus$0Free
Conversations 1
- EmailDay-3 follow-up Friday. Stops on yes, no, or STOP.
Jobs 1
| Date | Service | Tech | Amount | Paid |
|---|---|---|---|---|
| 10/6/2026 | On-site estimate | Marcus | $0 | Free |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Quote Quote $3,900 | $3,900 | Open | View quote |
Reviews
No review yet. Foreman asks once, after a paid job, and never twice.
Household
- Address
- 1110 Custer Dr, Allen, TX
- Property
- Townhome, 1 bath
- Water heater
- Tankless, 2020
- Other contacts
- None on file
Consent
- Texting consent
- 10/8/2026, by texting us first
- Channel
- STOP
- Not received
Hello, I would like to book a table for my husband's birthday. I don't do links, I just want to talk to someone.
Happy to help right here, no links. What name should the table be under?
Evelyn Ross
Thank you, Evelyn. How many people will be joining?
8 of us, 2 are grandchildren
Lovely. What day and what time would you like?
Saturday evening, around 6
Saturday 10/11 at 6:00 PM for 8. Any allergies, or anything we should know for the birthday?
1 of the kids has a nut allergy. And a candle on something would be nice.
Noted, nut allergy and a candle on dessert. To confirm: Evelyn Ross, Saturday 10/11, 6:00 PM, party of 8. Shall I book it?
Yes please
Booked. We will call you Saturday morning to confirm. See you at 6.
Hi Mike, it is Harbor Kitchen. It has been a while. The fall menu started this week and we kept your table by the window in mind. Thursday or Friday open for 2?
Ha, we have been meaning to come back. Friday at 7?
Friday 10/10 at 7:00 PM for 2, window table. Booked. Dessert is on us for coming back.
Perfect, thanks
Do you do office lunches? We have about 40 people next Thursday.
We do. For 40, the office lunch is $22 a head, delivered and set up, or $18 a head for pick-up. The menu and order form: order.foreman.co/hk-910. Want me to hold next Thursday?
Hold it please. I need to get it approved.
Held for Thursday 10/16, 11:30 AM delivery, 40 people. A $200 deposit confirms it, due by Monday. I will check in Friday.
Thanks for coming in last night, George. If you have a minute, a Google review helps us a lot: review.foreman.co/hk
Food was great but we waited 35 minutes past our reservation. Not sure I want to review that.
That is fair, and I am sorry about the wait. I have passed it to the owner, who will reach out tomorrow. No review needed.
Appreciate that.
"Hi, do you have a table for 4 tonight around 7:30?"
"Yes. 7:30 PM for 4, booth 5. What name should it be under?"
"Dan Kowalski."
Confirmation sent by text: tonight 7:30 PM, party of 4, booth 5. Reply C to confirm.
C
Need to move our Friday 8:00 to 6:30, same 4 people.
Friday 10/10 at 6:30 PM for 4 is open. Moved. Booth 2 held for you.
Thanks!
We missed you last night, Sam. Want to pick a new night? Thursday or Saturday have a 7:00 PM for 2.
So sorry, work ran late. Saturday works
Saturday 10/11, 7:00 PM for 2. Booked. See you then.
Reminder: tonight 6:30 PM, party of 6, Harbor Kitchen. Reply C to confirm or M to move.
C. Can we get the round table?
Confirmed, and table 12 is yours.
Thanks for coming in last night, Jon. If you have a minute, a Google review helps us a lot: review.foreman.co/hk
Posted. 5 stars, the halibut was great.
Thank you, Jon. Passed to the kitchen.
Hi Alex, it is Harbor Kitchen. It has been a while. The fall menu started this week. Thursday or Friday open for 2?
STOP
While you worked
- Confirmed tonight's 22 reservations by text.2 moved, 0 cancelled.
- Recovered 1 no-show from last night.Hale party of 4 rebooked for Thursday 7:00.
- Texted 48 quiet guests from the win-back list.7 reserved, 19 covers, about $1,100 estimated.
- Answered 9 online order questions.DoorDash 6, Uber Eats 3, 0 missed.
- Asked 11 guests from last night for a review.4 reviews posted, 4.8 average.
Schedule
Needs you Approvals
- Service credit$25 for George Olsen after Tuesday's 35 minute wait
- Catering holdPriya Nair, 40 lunches on 10/16, no deposit yet
- Large partyParty of 14 wants Saturday at 7, back patio
Watch
- 29%up from 27.5% two weeks agoFood costHalibut is driving it, $21 to $24 a pound. 96 plates this week. Reprice the halibut $2 or swap the Thursday special?
- 38of 68 seats open at 7:00Thursday dinnerForeman proposes texting 120 regulars a Thursday patio table at 6 or 7. Tap to send it at 11:00 AM.
- 1last night, 35 minute wait2-star reviewGeorge Olsen. A reply is drafted with the $25 credit you have waiting in Needs you.
| Customer | Last visit | Lifetime | Next | Status |
|---|---|---|---|---|
| George Olsen | Party of 3 10/7/2026 | $2,380 | Owner call-back | Needs you |
| Mike Brennan | Party of 2 7/3/2026 | $1,640 | Fri 10/10, 7:00 PM | Reserved |
| Evelyn Ross | Party of 4 8/16/2026 | $1,120 | Sat 10/11, 6:00 PM | Reserved |
| Laura Chen | Party of 4 6/14/2026 | $960 | Tonight 6:00, anniversary | Reserved |
| Tessa Wu | Party of 2 10/1/2026 | $140 | Tonight 5:30 | New |
| Priya Nair | None yet | $0 | Catering hold 10/16 | Quote open |
Recommendation, 1 move
Put the last $80 of weekly budget into Google searchGoogle is at $7 per booking and capped by budget; Meta is at $11. Expected: 10 more bookings a week at the same total spend.
What is working, and why
Cost per booked booking by platform
Cost per booked booking by campaign
| Campaign | Spend | Booked | Per booking |
|---|---|---|---|
| "Restaurants near me", search | $210 | 30 | $7 |
| Fall menu, Meta | $220 | 20 | $11 |
| Fall menu, TikTok | $140 | 10 | $14 |
| Date night, Meta | $50 | 6 | $8 |
| Happy hour, TikTok | $60 | 0 | Pause proposed |
Cost per booked booking, 8 weeks by platform
What we changed this week
- Moved $60 a week from "Happy hour" to the fall menu video (Mon).
- Cut the Google radius to 5 miles, was 10 (Tue).
- Added Thursday 4 to 6 PM bid boost on Meta (Tue).
- Paused the photo carousel, kept the 12 s video (Wed).
Pause proposed
"Happy hour, TikTok" has run 14 days, $60 spent, no booking, cost per result 4x the account median. Pause it and move the $30 a week to the fall menu video?
Reserved: 74 tables, 268 covers
Win-back: 38 quiet guests came back
Reviews: 16 new, 4.8 average
Ads: $9 per booking, Google ahead
Needs you: 1 service credit to approve
Needs you Approvals
- Service creditGeorge Olsen waited 35 minutes Tuesday. Send a $25 credit for his next visit with a note from you?
- Catering holdPriya Nair's office lunch for 40 is held for 10/16 without a deposit. Your rule: holds over $500 need you. Keep the hold until Monday?
- Large partyA party of 14 asked for Saturday at 7. Your rule: parties over 12 need you. Take it on the back patio?
The 6 lines on the left are the whole weekly report. Everything below is the detail behind them.
Where the money came from
Customer lifetime value
Repeat share x lifetime value is what makes a lead worth paying for. Both are in Monday's text when they move.
Prime cost
Labor plus food against a 60 percent target. On target this week; labor ran 2 points high on Saturday.
Where tonight's covers came from
92 covers booked for tonight. Walk-ins are an estimate from the last 4 Wednesdays.
Top 5 items
Plates sold this week, from Toast.
Where the money came from
Customer lifetime value
Repeat share x lifetime value is what makes a lead worth paying for. Both are in Monday's text when they move.
Prime cost
Labor plus food against a 60 percent target. 2 points over this month, mostly the first week's overtime.
Where tonight's covers came from
92 covers booked for tonight. Walk-ins are an estimate from the last 4 Wednesdays.
Top 5 items
Plates sold this month, from Toast.
Where the money came from
Customer lifetime value
Repeat share x lifetime value is what makes a lead worth paying for. Both are in Monday's text when they move.
Prime cost
Labor plus food against a 60 percent target. 3 points over across the quarter; food cost is the one to watch.
Where tonight's covers came from
92 covers booked for tonight. Walk-ins are an estimate from the last 4 Wednesdays.
Top 5 items
Plates sold in 90 days, from Toast.
Service credit
George Olsen waited 35 minutes Tuesday. Send a $25 credit for his next visit with a note from you?
Catering hold
Priya Nair's office lunch for 40 is held for 10/16 without a deposit. Your rule: holds over $500 need you. Keep the hold until Monday?
Large party
A party of 14 asked for Saturday at 7. Your rule: parties over 12 need you. Take it on the back patio?
Decided this week
- Approved: pause "Happy hour" on TikTok (Tuesday).
- Approved: dessert credit for the win-back list (Monday).
- Declined: a Sunday private buyout at the quoted $1,800 (Sunday).
- Reservation1 steps, 1 decisions
- No-show1 steps, 1 decisions
- Win-back1 steps, 1 decisions
- Reviews0 steps, 1 decisions
- Catering lead1 steps, 1 decisions
- Reminders1 steps, 1 decisions
- Approvals1 steps, 1 decisions
Reservation
No-show
Win-back
Reviews
Catering lead
Reminders
Approvals
Rules 13
Before the visit
- Confirm every reservation the morning ofText, with a 1-tap move or cancel
- Ask about allergies and the occasionWritten to the kitchen note
- Deposit for parties of 8 or more$10 a head, credited to the bill
- Catering deposit before a hold is firm$200 or 25%, whichever is more
- Ask by question when a guest says no linksName, party, date, time, occasion, 1 message each
After the visit
- Ask for a Google review the next morningOnly after a paid visit; never twice; stops on any complaint
- Win-back text at 90 days quietYour words, 1 offer, once
- Birthday and anniversary reminders2 weeks ahead, with a table offer
- Catering repeat-order link at 30 days1 text
Always
- Answer every lead in under 60 secondsText, voice, email, web chat, DMs
- Text back every missed callBefore the caller books elsewhere
- Honour STOP and quiet hours10 PM to 9 AM
- Route complaints, refunds and parties over 12 to youOne line, one tap
Next action Foreman
- Phone call to confirm, not a text link
- Kitchen note: nut allergy, candle on dessert, table 12
- Thank-you text, no review ask (she does not use Google)
Notes
- No links, no apps. Phone and plain text only
- Grandchild has a nut allergy, flag every visit
Recent 3
- Text
Booked a birthday table for 8 by question, no link.
- Visit
Dinner, party of 4
Booth 2$212Paid - Visit
Dinner, party of 2
Table 7$96Paid
Tags
Timeline 5
- Text
Booked a birthday table for 8 by question, no link.
- Visit
Dinner, party of 4
Booth 2$212Paid - Visit
Dinner, party of 2
Table 7$96Paid - Visit
Dinner, party of 6
Table 12$340Paid - Visit
First visit, party of 2, $88.
Conversations 1
- TextBooked a birthday table for 8 by question, no link.
Bookings 4
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 10/11/2026 | Dinner, party of 8, birthday | Table 12 | est. $420 | Reserved |
| 8/16/2026 | Dinner, party of 4 | Booth 2 | $212 | Paid |
| 5/2/2026 | Dinner, party of 2 | Table 7 | $96 | Paid |
| 12/20/2025 | Dinner, party of 6 | Table 12 | $340 | Paid |
Quotes and invoices 3
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Dinner, party of 4, 8/16/2026 | $212 | Paid | View invoice |
| Invoice Dinner, party of 2, 5/2/2026 | $96 | Paid | View invoice |
| Invoice Dinner, party of 6, 12/20/2025 | $340 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid booking, and never twice.
Household or company
- Address
- Lakewood, 2 miles from the restaurant
- Household
- Husband Tom, 2 children, 1 with a nut allergy
- Usual party
- 2 to 8, birthdays and holidays
- Table
- Round table or booth, away from the door
Consent
- Texting consent
- 4/2022, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Confirmation text with the window table
- Review ask, he has not reviewed yet
- Anniversary reminder text, 2 weeks ahead
Notes
- Window table 4 when open
- Orders the fish special most visits
Recent 3
- Text
Win-back text, reserved Friday for 2.
- Visit
Dinner, party of 2
Table 4$142Paid - Visit
Dinner, party of 4
Booth 1$268Paid
Tags
Timeline 5
- Text
Win-back text, reserved Friday for 2.
- Visit
Dinner, party of 2
Table 4$142Paid - Visit
Dinner, party of 4
Booth 1$268Paid - Visit
Party of 2, $130.
- Visit
First visit from the website, party of 2, $118.
Conversations 1
- TextWin-back text, reserved Friday for 2.
Bookings 4
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 10/10/2026 | Dinner, party of 2, window | Table 4 | est. $150 | Reserved |
| 7/3/2026 | Dinner, party of 2 | Table 4 | $142 | Paid |
| 5/10/2026 | Dinner, party of 4 | Booth 1 | $268 | Paid |
| 3/8/2026 | Dinner, party of 2 | Table 4 | $130 | Paid |
Quotes and invoices 3
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Dinner, party of 2, 7/3/2026 | $142 | Paid | View invoice |
| Invoice Dinner, party of 4, 5/10/2026 | $268 | Paid | View invoice |
| Invoice Dinner, party of 2, 3/8/2026 | $130 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid booking, and never twice.
Household or company
- Household
- Mike, often with 2 colleagues
- Usual party
- 3 on a weeknight
- Address
- Downtown, walks over
Consent
- Texting consent
- 2/2024, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Check-in: has it been approved, anything to adjust
- Deposit reminder if unpaid, hold released Tuesday
- Thank-you and a repeat-order link for next month
Notes
- Office manager, needs sign-off from her director
- Delivery to a Plano office, 11:30 AM, loading dock at the back
Recent 2
- Web chat
Office lunch for 40. Quoted $22 a head delivered. Hold placed for 10/16.
- Email
Menu and order form sent.
Open quote
| Quote Catering hold, Thu 10/16 | Open |
Tags
Timeline 2
- Web chat
Office lunch for 40. Quoted $22 a head delivered. Hold placed for 10/16.
- Email
Menu and order form sent.
Conversations 2
- Web chatOffice lunch for 40. Quoted $22 a head delivered. Hold placed for 10/16.
- EmailMenu and order form sent.
Bookings 1
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 10/16/2026 | Office lunch, 40 people, delivered | Catering | est. $880 | Deposit due 10/13 |
Quotes and invoices 2
| Item | Amount | Status | |
|---|---|---|---|
| Quote Catering hold, Thu 10/16 | Open | View quote | |
| Deposit Office lunch, 40 people, delivered, 10/16/2026 | est. $880 | Paid | View receipt |
Reviews
No review yet. Foreman asks once, after a paid booking, and never twice.
Household or company
- Company
- Nair Consulting, 14 staff
- Address
- 1800 Commerce St, Suite 400, Dallas
- Catering
- Office lunches, 12 to 20 heads, quarterly
- Billing
- Net 15, invoice by email
Consent
- Texting consent
- 10/8/2026, by texting us first
- Channel
- Web chat
- STOP
- Not received
Next action Foreman
- Owner call-back, number is on file
- $25 credit on the next visit with a note from you
- Host note: seat on time, comp the first round
Notes
- 14 visits, one of your most regular guests
- Waited 35 minutes past the 7:00 reservation on 10/7
Recent 3
- Text
Complaint about a 35-minute wait. Review ask stopped, owner call-back flagged.
- Visit
Dinner, party of 3
Table 9$188Paid - Visit
Dinner, party of 2
Table 9$140Paid
Tags
Timeline 5
- Text
Complaint about a 35-minute wait. Review ask stopped, owner call-back flagged.
- Visit
Dinner, party of 3
Table 9$188Paid - Visit
Dinner, party of 2
Table 9$140Paid - Text
Reviewed us, 5 stars.
- Visit
First visit, walk-in, party of 2, $110.
Conversations 2
- TextComplaint about a 35-minute wait. Review ask stopped, owner call-back flagged.
- TextReviewed us, 5 stars.
Bookings 3
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 10/7/2026 | Dinner, party of 3 | Table 9 | $188 | Paid |
| 9/12/2026 | Dinner, party of 2 | Table 9 | $140 | Paid |
| 8/2/2026 | Dinner, party of 4 | Booth 3 | $260 | Paid |
Quotes and invoices 3
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Dinner, party of 3, 10/7/2026 | $188 | Paid | View invoice |
| Invoice Dinner, party of 2, 9/12/2026 | $140 | Paid | View invoice |
| Invoice Dinner, party of 4, 8/2/2026 | $260 | Paid | View invoice |
Reviews
- ★★★☆☆
Food is great, the wait on a Friday was not. Owner called me the next day.
Household or company
- Household
- George and Nina, 1 child
- Usual party
- 3, window seats
- Address
- Oak Lawn
Consent
- Texting consent
- 9/2021, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Kitchen note: anniversary, shellfish allergy, booth 3
- Thank-you text and review ask
- Anniversary reminder, 2 weeks ahead
Notes
- Anniversary 10/8, dessert with a candle
- Booth 3 every time
Recent 3
- Text
Reservation confirmed for tonight, anniversary, booth 3.
- Text
Booked a table for 4 for the anniversary.
- Visit
Dinner, party of 4
Booth 3$248Paid
Tags
Timeline 4
- Text
Reservation confirmed for tonight, anniversary, booth 3.
- Text
Booked a table for 4 for the anniversary.
- Visit
Dinner, party of 4
Booth 3$248Paid - Visit
First visit from a Meta ad, party of 2, $120.
Conversations 2
- TextReservation confirmed for tonight, anniversary, booth 3.
- TextBooked a table for 4 for the anniversary.
Bookings 3
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 10/8/2026 | Dinner, party of 4, anniversary | Booth 3 | est. $260 | Reserved |
| 6/14/2026 | Dinner, party of 4 | Booth 3 | $248 | Paid |
| 3/22/2026 | Dinner, party of 2 | Table 6 | $134 | Paid |
Quotes and invoices 2
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Dinner, party of 4, 6/14/2026 | $248 | Paid | View invoice |
| Invoice Dinner, party of 2, 3/22/2026 | $134 | Paid | View invoice |
Reviews
- ★★★★★
Anniversary dinner, booth 3. They remembered without being told twice.
Household or company
- Household
- Lucia and Marco, anniversary 10/8
- Usual party
- 2, booth 3
- Address
- Uptown
Consent
- Texting consent
- 1/2025, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Review ask
- Birthday ask: 1 question, so we can send a dessert credit
Notes
- Found us on TikTok, the fall menu video
- Patio if the weather holds
Recent 3
- Text
Reservation confirmed for tonight, patio.
- Text
Booked from the TikTok video, party of 2.
- Visit
Dinner, party of 2
Patio 1$140Paid
Tags
Timeline 3
- Text
Reservation confirmed for tonight, patio.
- Text
Booked from the TikTok video, party of 2.
- Visit
Dinner, party of 2
Patio 1$140Paid
Conversations 2
- TextReservation confirmed for tonight, patio.
- TextBooked from the TikTok video, party of 2.
Bookings 2
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 10/8/2026 | Dinner, party of 2, patio | Patio 2 | est. $140 | Reserved |
| 10/1/2026 | Dinner, party of 2 | Patio 1 | $140 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Dinner, party of 2, 10/1/2026 | $140 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid booking, and never twice.
Household or company
- Household
- Tessa, new to the area
- Usual party
- 2, patio
- Address
- Knox Henderson
Consent
- Texting consent
- 10/8/2026, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Reminder text, reply M to move
- Review ask
Notes
- First visit, found us on Google Business
Recent 2
- Voice
Reserved tonight 7:30, booth 5. Written to the book. Host note added.
- Visit
Party of 4, booth 5
Host$0Tonight
Tags
Timeline 2
- Voice
Reserved tonight 7:30, booth 5. Written to the book. Host note added.
- Visit
Party of 4, booth 5
Host$0Tonight
Conversations 1
- VoiceReserved tonight 7:30, booth 5. Written to the book. Host note added.
Bookings 1
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 10/8/2026 | Party of 4, booth 5 | Host | $0 | Tonight |
Quotes and invoices 0
| Item | Amount | Status | |
|---|---|---|---|
| Nothing billed yet | |||
Reviews
No review yet. Foreman asks once, after a paid booking, and never twice.
Household or company
- Household
- Office group
- Usual party
- 8 or more
- Address
- Richardson
Consent
- Texting consent
- 10/8/2026, by texting us first
- Channel
- Voice
- STOP
- Not received
Next action Foreman
- Reminder for 6:30 PM, party of 4
- Review ask, she has not reviewed yet
Notes
- Likes booth 2, moves plans often, never cancels
Recent 2
- Web chat
Moved in the book. 8:00 slot released, waitlist texted.
- Visit
Party of 4
Host$180Paid
Tags
Timeline 2
- Web chat
Moved in the book. 8:00 slot released, waitlist texted.
- Visit
Party of 4
Host$180Paid
Conversations 1
- Web chatMoved in the book. 8:00 slot released, waitlist texted.
Bookings 1
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 8/2/2026 | Party of 4 | Host | $180 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Party of 4, 8/2/2026 | $180 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid booking, and never twice.
Household or company
- Household
- Couple, no children
- Usual party
- 2
- Address
- Allen
Consent
- Texting consent
- 5/2025, by texting us first
- Channel
- Web chat
- STOP
- Not received
Next action Foreman
- Confirmation text, reply M to move
- Card on file required to book
Notes
- No-show 10/7, first time, fee waived
- Work runs late, reminder the afternoon of
Recent 2
- Instagram
No-show recovered. Reserved Saturday 7:00. No-show fee waived, first time.
- Visit
Party of 2
Host$130Paid
Tags
Timeline 2
- Instagram
No-show recovered. Reserved Saturday 7:00. No-show fee waived, first time.
- Visit
Party of 2
Host$130Paid
Conversations 1
- InstagramNo-show recovered. Reserved Saturday 7:00. No-show fee waived, first time.
Bookings 1
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 9/5/2026 | Party of 2 | Host | $130 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Party of 2, 9/5/2026 | $130 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid booking, and never twice.
Household or company
- Household
- Couple, no children
- Usual party
- 2
- Address
- Allen
Consent
- Texting consent
- 6/2026, by texting us first
- Channel
- STOP
- Not received
Next action Foreman
- Table 12 note to the host
- Thank-you, no review ask, she reviewed in 8/2026
Notes
- Round table 12 when free
- Has referred 2 regulars
Recent 2
- WhatsApp
Confirmed. Table 12 assigned, host note added.
- Visit
Party of 4
Host$210Paid
Tags
Timeline 2
- WhatsApp
Confirmed. Table 12 assigned, host note added.
- Visit
Party of 4
Host$210Paid
Conversations 1
- WhatsAppConfirmed. Table 12 assigned, host note added.
Bookings 1
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 9/20/2026 | Party of 4 | Host | $210 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Party of 4, 9/20/2026 | $210 | Paid | View invoice |
Reviews
- ★★★★★
Table 12, every time. The halibut and the staff are the reason we keep coming back.
Household or company
- Household
- Couple, no children
- Usual party
- 2
- Address
- Plano
Consent
- Texting consent
- 3/2023, by replying on whatsapp
- Channel
- STOP
- Not received
Next action Foreman
- Private room confirmation with the menu
- Thank-you, no review ask, posted today
Notes
- Halibut, every time
- Team dinner tonight in the private room, deposit paid
Recent 2
- Email
Review posted on Google, 5 stars. No further asks.
- Visit
Party of 2
Host$140Paid
Tags
Timeline 2
- Email
Review posted on Google, 5 stars. No further asks.
- Visit
Party of 2
Host$140Paid
Conversations 1
- EmailReview posted on Google, 5 stars. No further asks.
Bookings 1
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 10/7/2026 | Party of 2 | Host | $140 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Party of 2, 10/7/2026 | $140 | Paid | View invoice |
Reviews
- ★★★★★
Private room for our team dinner, menu sorted by text in two minutes.
Household or company
- Household
- Lives alone, dines with friends
- Usual party
- 3 to 6
- Address
- Allen
Consent
- Texting consent
- 2/2025, by texting us first
- Channel
- STOP
- Not received
Next action Foreman
- No outbound contact. Email only if he reaches out
Notes
- STOP on 10/7/2026. Removed from the win-back and every text list
Recent 2
- Text
STOP honoured. Removed from the win-back list and every text list.
- Visit
Party of 2
Host$120Paid
Tags
Timeline 2
- Text
STOP honoured. Removed from the win-back list and every text list.
- Visit
Party of 2
Host$120Paid
Conversations 1
- TextSTOP honoured. Removed from the win-back list and every text list.
Bookings 1
| Date | Service | Host | Amount | Paid |
|---|---|---|---|---|
| 6/14/2026 | Party of 2 | Host | $120 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Party of 2, 6/14/2026 | $120 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid booking, and never twice.
Household or company
- Household
- Family of 4
- Usual party
- 4
- Address
- Dallas
Consent
- Texting consent
- 1/2024, by replying on text
- Channel
- Text
- STOP
- Received 10/7/2026, honoured in 2 s
Hi Nadia, it is Glow. You are due for your next appointment with Dr. Lee. Thursday 2:00 or Saturday 10:00 are open. Which works?
Saturday at 10 please
Saturday 10/11 at 10:00 AM with Dr. Lee. Booked. Reply here if anything changes.
Thank you!
Hi Amy, your Glow membership renews on 10/18. Same plan, same price, nothing to do. If you want to move up to the Plus plan it is $40 more a month and includes the quarterly consult. Want to keep or move up?
What does Plus include again?
Plus: everything in your plan, the quarterly consult, 10% off products, and priority booking. $189 a month. Happy to send the details or you can ask me here.
Move me up
Done. Plus starts 10/18 at $189 a month. Confirmation is on its way by email.
Hi Chris, thank you for coming in on Friday. The plan Dr. Lee went over with you is in your portal, $2,800 over 3 visits. Financing is available from about $120 a month. Want me to hold a start date?
Still thinking. The monthly number helps though.
Take your time. If it helps, the first visit can be a shorter one and the plan can be paid per visit. I will check in Friday unless you say otherwise.
Hi, this is Glow Med Spa. Sorry we missed your call. I can book you right here. What is your name?
Barbara Wells. I don't do links, my daughter set this up for me.
No links, Barbara. We will do it right here. Is this a first visit, or have you been in before?
First time. My daughter Jenna comes to you.
Welcome. The first visit is a consult with a provider, about 30 minutes, no cost. What days or times are best for you?
Weekday mornings. I don't drive after dark.
Thank you. Here is what I have: Barbara Wells, first visit, consult, weekday mornings. Tuesday 10/14 at 10:00 AM with Dr. Lee is open. Shall I book that?
Yes
Booked. Tuesday 10/14 at 10:00 AM. We will call you the day before to confirm. The front door is on Legacy Dr, with parking right outside.
Waited 40 minutes past my 9:00 today. Not great.
I am sorry, Mark. That is on us. I have flagged it to the owner, who will call you today. Your next visit will be seated on time.
OK
We missed you at 2:00 today, Emma. Want to rebook? Friday 3:00 PM or Monday 10:00 AM with Dana.
Monday 10, so sorry!
Monday 10/13 at 10:00 AM with Dana. Booked. No fee this time.
Do you have anything Saturday for a first consult?
Saturday 10/11 at 1:00 PM with Dr. Lee is open. 30 minutes, no cost. Want it?
Yes, book it
Booked. The intake form takes 3 minutes: forms.foreman.co/glow-2210. Reply here if anything changes.
Done, submitted
Reminder: tomorrow 10/9 at 11:00 AM with Dana at Glow. Reply C to confirm or R to reschedule.
C
Confirmed. Parking is behind the building, code 2210.
Hi Jenna, your Glow membership renews on 10/20. Same plan, same price, nothing to do. Keep it as is?
Keep it. And my mom Barbara is coming in next week, be nice to her
Done, nothing changes. And yes, Barbara is booked Tuesday 10/14 with Dr. Lee. Thank you for sending her.
Hi Sara, it is Glow. You are due for your next appointment. Thursday 2:00 or Saturday 10:00 are open. Which works?
STOP
While you worked
- Texted 64 clients due for rebooking.41 booked, $18,450 at the average ticket.
- Booked 4 consults.2 first visits came from the Google ad, 2 from members.
- Saved 3 membership renewals.Cards declined on the 1st, and all 3 were updated by text.
- Sent 2 financing links after consults.1 approved on a $3,200 plan, 1 pending.
- Asked 9 clients from yesterday for a review.3 reviews posted, 5.0 average.
Schedule
Needs you Approvals
- Budget move$120 a week from TikTok to Google, $38 a consult there
- Refund$50 unopened product, Kayla Lee
- DiscountChris Hale, $2,800 plan, asked for $2,500
Watch
- 55%booked, under your 70% lineDana, Friday 10/10Foreman proposes texting 28 members due this month a Friday slot. Tap to send it at 10:00 AM.
- 64%down from 68% last monthRebooking rateDay-10 texts are going out later than the day-3 ones. Foreman moved them to 9:00 AM; you will see the change next week.
- 3$1,850 of prepaid visits by 10/31Packages expiring unusedForeman texts each client Thursday with the open slots; you get the list if any go unanswered.
| Client | Last visit | Lifetime | Next | Status |
|---|---|---|---|---|
| Amy Patel | Member visit 9/27/2026 | $4,780 | Member visit 10/25 | Plus member |
| Nadia Reyes | Appointment 7/12/2026 | $3,150 | Sat 10/11, 10:00 AM | Booked |
| Harold Fox | Member visit 10/8/2026 | $2,210 | Member visit 11/5 | Member |
| Kayla Lee | Consult 10/8/2026 | $0 | Plan sent today | New |
| Barbara Wells | None yet | $0 | Consult 10/14 | New |
| Chris Hale | Consult 10/3/2026 | $0 | Plan $2,800 open | Quote open |
Recommendation, 1 move
Move $120 a week from TikTok to Google searchGoogle is at $38 per booked consult and capped by budget; TikTok is at $74 and has not moved in 4 weeks. Expected: 3 more consults a week at the same spend.
What is working, and why
Cost per booked appointment by platform
Cost per booked appointment by campaign
| Campaign | Spend | Booked | Per appointment |
|---|---|---|---|
| "Med spa near me", search | $340 | 9 | $38 |
| Membership, Meta | $420 | 8 | $52 |
| Consult offer, Meta | $300 | 6 | $50 |
| Behind the desk, TikTok | $290 | 4 | $74 |
| Fall event, TikTok | $70 | 0 | Pause proposed |
Cost per booked appointment, 8 weeks by platform
What we changed this week
- Moved $80 a week from "Fall event" to the membership campaign (Mon).
- Paused the before-and-after carousel, kept the plain consult ad (Tue).
- Added Sunday 7 to 9 PM bid boost on Google (Tue).
- Narrowed Meta to 8 miles, was 15 (Wed).
Pause proposed
"Fall event, TikTok" has run 12 days, $70 spent, no booked consult, cost per result 3x the account median. Pause it and move the $35 a week to the membership campaign?
Booked: 44 appointments, $19,800 scheduled
Rebooked: 41 of 64 due this week
Reviews: 9 new, 5.0 average
Ads: $46 per booked appointment, Google ahead
Needs you: 1 budget move to approve
Needs you Approvals
- Budget moveGoogle "med spa near me" booked 9 consults at $38 each this week. Move $120 a week from TikTok to Google?
- RefundKayla Lee asked for the $50 product purchase back, unopened. Your rule: refunds need you. Approve $50?
- DiscountChris Hale asked if the $2,800 plan can be $2,500. Your rule: up to 10% with your tap. Offer $2,520 with the per-visit option?
The 6 lines on the left are the whole weekly report. Everything below is the detail behind them.
Where the money came from
Customer lifetime value
Repeat share x lifetime value is what makes a lead worth paying for. Both are in Monday's text when they move.
Rebooking and memberships
Rebooking is asked at checkout, then by text on day 3 and day 10. Members renew on the 1st.
Consult funnel
Leads to consults 50%, consults to treatment 58%. Financing is offered in the consult, never by text.
Top 5 services
Visits this week, from Boulevard. Service names stay out of client texts.
Where the money came from
Customer lifetime value
Repeat share x lifetime value is what makes a lead worth paying for. Both are in Monday's text when they move.
Rebooking and memberships
Rebooking is asked at checkout, then by text on day 3 and day 10. Members renew on the 1st.
Consult funnel
Leads to consults 50%, consults to treatment 55%. Financing is offered in the consult, never by text.
Top 5 services
Visits this month, from Boulevard. Service names stay out of client texts.
Where the money came from
Customer lifetime value
Repeat share x lifetime value is what makes a lead worth paying for. Both are in Monday's text when they move.
Rebooking and memberships
Rebooking is asked at checkout, then by text on day 3 and day 10. Members renew on the 1st.
Consult funnel
Leads to consults 50%, consults to treatment 53%. Financing is offered in the consult, never by text.
Top 5 services
Visits in 90 days, from Boulevard. Service names stay out of client texts.
Budget move
Google "med spa near me" booked 9 consults at $38 each this week. Move $120 a week from TikTok to Google?
Refund
Kayla Lee asked for the $50 product purchase back, unopened. Your rule: refunds need you. Approve $50?
Discount
Chris Hale asked if the $2,800 plan can be $2,500. Your rule: up to 10% with your tap. Offer $2,520 with the per-visit option?
Decided this week
- Approved: pause "Fall event" on TikTok (Tuesday).
- Approved: Plus upgrade offer to 12 renewing members (Monday).
- Declined: a same-day consult on a Sunday (Sunday).
- New consult2 steps, 1 decisions
- Rebooking1 steps, 1 decisions
- Membership renewal1 steps, 1 decisions
- Consult follow-up1 steps, 1 decisions
- After the visit1 steps, 1 decisions
- Reviews0 steps, 1 decisions
- Approvals1 steps, 1 decisions
New consult
Rebooking
Membership renewal
Consult follow-up
After the visit
Reviews
Approvals
Rules 13
Before the visit
- Book consults as appointments onlyNo treatment details by text or email, ever
- Collect the intake form before the first visitPortal link, or in person if the client says no links
- Deposit for appointments over $300Credited to the visit; waived for members
- Confirm the day beforeText, or a phone call if the client prefers
- Ask by question when a client says no linksName, first or returning, best time, 1 message each
After the visit
- Send the receipt and the next-visit dateSame day; follow-up stops when booked
- Ask for a Google review the same eveningOnly after a paid visit; never twice; never for a consult
- Rebooking text at the interval2 weeks ahead, with open slots
- Membership renewal note 10 days outKeep or move up, 1 question
Always
- Answer every lead in under 60 secondsText, voice, email, web chat, DMs
- Text back every missed callBefore the caller finds the next number
- Honour STOP and quiet hours8 PM to 8 AM
- Route refunds, discounts and anything clinical to youOne line, one tap
Next action Foreman
- Reminder text with parking note
- Receipt, no review ask (reviewed in January)
- Next rebooking text, 2 weeks ahead
Notes
- Saturday mornings only
- Dr. Lee every time
Recent 3
- Text
Rebooking text. Booked Saturday 10/11 with Dr. Lee.
- Visit
Appointment
Dr. Lee$450Paid - Visit
Appointment
Dr. Lee$450Paid
Tags
Timeline 5
- Text
Rebooking text. Booked Saturday 10/11 with Dr. Lee.
- Visit
Appointment
Dr. Lee$450Paid - Visit
Appointment
Dr. Lee$450Paid - Text
Reviewed us, 5 stars.
- Visit
First consult from Instagram.
Conversations 2
- TextRebooking text. Booked Saturday 10/11 with Dr. Lee.
- TextReviewed us, 5 stars.
Appointments 4
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 10/11/2026 | Appointment | Dr. Lee | $450 | Due at visit |
| 7/12/2026 | Appointment | Dr. Lee | $450 | Paid |
| 4/5/2026 | Appointment | Dr. Lee | $450 | Paid |
| 12/14/2025 | Appointment | Dr. Lee | $450 | Paid |
Quotes and invoices 3
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Appointment, 7/12/2026 | $450 | Paid | View invoice |
| Invoice Appointment, 4/5/2026 | $450 | Paid | View invoice |
| Invoice Appointment, 12/14/2025 | $450 | Paid | View invoice |
Reviews
- ★★★★★
Dr. Lee listens. Booking by text with two open slots is the easiest part of my month.
Household and membership
- Address
- 5200 Preston Rd, Frisco, TX 75034
- Membership
- Glow Member since 1/2025, $199 a month, auto-renew
- Provider
- Dr. Lee
- Emergency contact
- Carlos Reyes, (469) 555-0303
Consent
- Texting consent
- 2/2024, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Billing moves to Plus, confirmation by email
- Reminder for the 10/25 visit
- Quarterly consult booking text
Notes
- Plus member from 10/18
- Quarterly consult due 1/2027
Recent 3
- Text
Renewal text. Moved up to Plus, $189 a month from 10/18.
- Visit
Member visit
Dr. LeeIncludedMember - Visit
Member visit
DanaIncludedMember
Tags
Timeline 4
- Text
Renewal text. Moved up to Plus, $189 a month from 10/18.
- Visit
Member visit
Dr. LeeIncludedMember - Visit
Member visit
DanaIncludedMember - Visit
First visit, referred by a friend.
Conversations 1
- TextRenewal text. Moved up to Plus, $189 a month from 10/18.
Appointments 4
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 10/25/2026 | Member visit | Dr. Lee | Included | Member |
| 9/27/2026 | Member visit | Dr. Lee | Included | Member |
| 8/30/2026 | Member visit | Dana | Included | Member |
| 8/2/2026 | Products | Front desk | $140 | Paid |
Quotes and invoices 4
| Item | Amount | Status | |
|---|---|---|---|
| Membership Member visit, 10/25/2026 | Included | Billed | View statement |
| Membership Member visit, 9/27/2026 | Included | Billed | View statement |
| Membership Member visit, 8/30/2026 | Included | Billed | View statement |
| Invoice Products, 8/2/2026 | $140 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid appointment, and never twice.
Household and membership
- Address
- Hall Park, Frisco
- Membership
- Glow Plus since 3/2024, $299 a month
- Provider
- Dr. Lee only
- Emergency contact
- On file
Consent
- Texting consent
- 5/2023, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Day-7 follow-up, last one, stops on yes, no or STOP
- Financing pre-check link, then the first visit booked
- Appointment-only wording, always
Notes
- Prefers email over text
- Asked about monthly payments, pre-check available
Recent 3
- Email
Day-5 follow-up with the per-visit option.
- Email
Plan and financing sent after the consult.
- Visit
Consult
Dr. Lee$0Free
Open quote
| Quote Plan $2,800 | $2,800 | Open |
Tags
Timeline 4
- Email
Day-5 follow-up with the per-visit option.
- Email
Plan and financing sent after the consult.
- Visit
Consult
Dr. Lee$0Free - Text
Booked the consult from a Google ad.
Conversations 3
- EmailDay-5 follow-up with the per-visit option.
- EmailPlan and financing sent after the consult.
- TextBooked the consult from a Google ad.
Appointments 1
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 10/3/2026 | Consult | Dr. Lee | $0 | Free |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Quote Plan $2,800 | $2,800 | Open | View quote |
Reviews
No review yet. Foreman asks once, after a paid appointment, and never twice.
Household and membership
- Address
- McKinney
- Membership
- None, asked for per-visit pricing
- Quote
- Plan from the 10/6 consult, financing offered
- Provider
- Dr. Lee
Consent
- Texting consent
- 10/8/2026, by texting us first
- Channel
- STOP
- Not received
Next action Foreman
- Phone reminder, not a text link
- Plan given in person, no details by text
- Jenna gets the referral credit
Notes
- No links, no apps. Phone and plain text only
- Daughter Jenna Wells is a member
Recent 1
- Text
Missed call, texted back. Intake by question, consult booked Tuesday 10/14.
Tags
Timeline 1
- Text
Missed call, texted back. Intake by question, consult booked Tuesday 10/14.
Conversations 1
- TextMissed call, texted back. Intake by question, consult booked Tuesday 10/14.
Appointments 1
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 10/14/2026 | First consult | Dr. Lee | $0 | Free |
Quotes and invoices 0
| Item | Amount | Status | |
|---|---|---|---|
| Nothing billed yet | |||
Reviews
No review yet. Foreman asks once, after a paid appointment, and never twice.
Household and membership
- Address
- Legacy Dr, Plano
- Household
- Daughter Jenna Wells books for her
- Membership
- None, first visit 10/14
- Provider
- Dr. Lee
Consent
- Texting consent
- 10/8/2026, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Thank-you text and review ask
- Reminder for the 11/5 visit
Notes
- Dana every time
- Comes every 4 weeks, Wednesday mornings
Recent 3
- Visit
Member visit
DanaIncludedMember - Visit
Member visit
DanaIncludedMember - Visit
First consult from a Meta ad, joined as a member.
Tags
Timeline 3
- Visit
Member visit
DanaIncludedMember - Visit
Member visit
DanaIncludedMember - Visit
First consult from a Meta ad, joined as a member.
Conversations 0
- No conversations yet
Appointments 3
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 10/8/2026 | Member visit | Dana | Included | Member |
| 9/10/2026 | Member visit | Dana | Included | Member |
| 8/13/2025 | Consult | Dr. Lee | $0 | Free |
Quotes and invoices 2
| Item | Amount | Status | |
|---|---|---|---|
| Membership Member visit, 10/8/2026 | Included | Billed | View statement |
| Membership Member visit, 9/10/2026 | Included | Billed | View statement |
Reviews
- ★★★★★
Membership pays for itself. Never a hard sell.
Household and membership
- Address
- Prosper
- Membership
- Glow Member since 2/2025, $199 a month
- Provider
- Dana
- Emergency contact
- On file
Consent
- Texting consent
- 8/2025, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Plan follow-up by text, portal link only, no details
- Financing option mentioned once
- Last follow-up, stops on yes or no
Notes
- Found us on TikTok
- Student, asked about the monthly option
Recent 2
- Visit
Consult
Dr. Lee$0Free - Text
Booked a consult from the TikTok video.
Tags
Timeline 2
- Visit
Consult
Dr. Lee$0Free - Text
Booked a consult from the TikTok video.
Conversations 1
- TextBooked a consult from the TikTok video.
Appointments 1
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 10/8/2026 | Consult | Dr. Lee | $0 | Free |
Quotes and invoices 0
| Item | Amount | Status | |
|---|---|---|---|
| Nothing billed yet | |||
Reviews
No review yet. Foreman asks once, after a paid appointment, and never twice.
Household and membership
- Address
- Frisco
- Membership
- None yet
- Provider
- Dr. Lee
- Emergency contact
- None on file
Consent
- Texting consent
- 10/8/2026, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Owner call-back, flagged
- $30 credit on the next visit
Notes
- Waited 40 minutes on 10/8, flagged
- Seat on time, first slot of the hour from now on
Recent 2
- Text
Complaint flagged to the owner. Call-back due today.
- Visit
Appointment
Dr. Lee$380Paid
Tags
Timeline 2
- Text
Complaint flagged to the owner. Call-back due today.
- Visit
Appointment
Dr. Lee$380Paid
Conversations 1
- TextComplaint flagged to the owner. Call-back due today.
Appointments 1
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 10/8/2026 | Appointment | Dr. Lee | $380 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Appointment, 10/8/2026 | $380 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid appointment, and never twice.
Household and membership
- Address
- 1812 Custer Dr, Plano, TX
- Membership
- None
- Provider
- Dr. Lee
- Emergency contact
- On file
Consent
- Texting consent
- 3/2025, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Reminder for Monday 10:00 with Dana
- Card on file required to book
Notes
- No-show 10/8, first time, fee waived
Recent 2
- WhatsApp
No-show recovered. Rebooked Monday 10:00. Fee waived, first time.
- Visit
Appointment
Dana$300Paid
Tags
Timeline 2
- WhatsApp
No-show recovered. Rebooked Monday 10:00. Fee waived, first time.
- Visit
Appointment
Dana$300Paid
Conversations 1
- WhatsAppNo-show recovered. Rebooked Monday 10:00. Fee waived, first time.
Appointments 1
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 8/30/2026 | Appointment | Dana | $300 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Appointment, 8/30/2026 | $300 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid appointment, and never twice.
Household and membership
- Address
- 1749 Parker Dr, Richardson, TX
- Membership
- Glow Plus, $299 a month
- Provider
- Dana
- Emergency contact
- On file
Consent
- Texting consent
- 5/2026, by replying on whatsapp
- Channel
- STOP
- Not received
Next action Foreman
- Reminder text
- Plan and financing link, if Dr. Lee writes one
Notes
- Intake form received 10/8
- Asked about a plan, send pricing after the consult only
Recent 1
- Web chat
Consult booked Saturday 1:00 PM, Dr. Lee. Intake form received.
Tags
Timeline 1
- Web chat
Consult booked Saturday 1:00 PM, Dr. Lee. Intake form received.
Conversations 1
- Web chatConsult booked Saturday 1:00 PM, Dr. Lee. Intake form received.
Appointments 1
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 10/11/2026 | First consult | Dr. Lee | $0 | Free |
Quotes and invoices 0
| Item | Amount | Status | |
|---|---|---|---|
| Nothing billed yet | |||
Reviews
No review yet. Foreman asks once, after a paid appointment, and never twice.
Household and membership
- Address
- 1798 Parker Dr, McKinney, TX
- Membership
- None, per visit
- Provider
- Dr. Lee
- Emergency contact
- On file
Consent
- Texting consent
- 10/8/2026, by texting us first
- Channel
- Web chat
- STOP
- Not received
Next action Foreman
- Rebook offer for 12/2026 before she leaves
- Review ask
Notes
- Parks behind the building, code 2210
- Rebooks at 8 weeks
Recent 2
- Text
Confirmed. Schedule updated, no-show risk cleared.
- Visit
Appointment
Dana$400Paid
Tags
Timeline 2
- Text
Confirmed. Schedule updated, no-show risk cleared.
- Visit
Appointment
Dana$400Paid
Conversations 1
- TextConfirmed. Schedule updated, no-show risk cleared.
Appointments 1
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 8/14/2026 | Appointment | Dana | $400 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Appointment, 8/14/2026 | $400 | Paid | View invoice |
Reviews
- ★★★★★
Dana is the best. Parking behind the building is the tip nobody tells you.
Household and membership
- Address
- 1875 Cedar Dr, Richardson, TX
- Membership
- Glow Member, $199 a month
- Provider
- Dana
- Emergency contact
- On file
Consent
- Texting consent
- 2/2024, by replying on text
- Channel
- Text
- STOP
- Not received
Next action Foreman
- Renewal confirmation, nothing to do
- $50 referral credit applied
Notes
- Referred her mother Barbara Wells, credit queued
- Auto-renews 10/20
Recent 2
- Instagram
Membership renewed, billing unchanged in Square.
- Visit
Member visit
Dr. Lee$400Member
Tags
Timeline 2
- Instagram
Membership renewed, billing unchanged in Square.
- Visit
Member visit
Dr. Lee$400Member
Conversations 1
- InstagramMembership renewed, billing unchanged in Square.
Appointments 1
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 9/15/2026 | Member visit | Dr. Lee | $400 | Member |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Membership Member visit, 9/15/2026 | $400 | Billed | View statement |
Reviews
No review yet. Foreman asks once, after a paid appointment, and never twice.
Household and membership
- Address
- 1875 Cedar Dr, Richardson, TX
- Membership
- Glow Member, $199 a month
- Provider
- Dana
- Emergency contact
- On file
Consent
- Texting consent
- 1/2024, by texting us first
- Channel
- STOP
- Not received
Next action Foreman
- No outbound contact. Email only if she reaches out
Notes
- STOP on 10/7/2026. Removed from the rebooking list and every text list
Recent 2
- Text
STOP honoured. Removed from the rebooking list and every text list.
- Visit
Appointment
Dana$360Paid
Tags
Timeline 2
- Text
STOP honoured. Removed from the rebooking list and every text list.
- Visit
Appointment
Dana$360Paid
Conversations 1
- TextSTOP honoured. Removed from the rebooking list and every text list.
Appointments 1
| Date | Service | Provider | Amount | Paid |
|---|---|---|---|---|
| 5/16/2026 | Appointment | Dana | $360 | Paid |
Quotes and invoices 1
| Item | Amount | Status | |
|---|---|---|---|
| Invoice Appointment, 5/16/2026 | $360 | Paid | View invoice |
Reviews
No review yet. Foreman asks once, after a paid appointment, and never twice.
Household and membership
- Address
- 1110 Custer Dr, Allen, TX
- Membership
- None, per visit
- Provider
- Dr. Lee
- Emergency contact
- On file
Consent
- Texting consent
- 4/2025, by replying on text
- Channel
- Text
- STOP
- Received 10/7/2026, honoured in 2 s
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