Furnace fall tune-up waitlist pack

Full pack text (also in PACK.md if you downloaded a zip from Bob):

# Furnace fall tune-up — booking / waitlist pack (demo)

**Offline shells only.** Replace demo names. Do not store card numbers, SSN, or full account passwords.

---

## 1) Waitlist log (copy table)

| # | Date in | Name (demo) | Phone/email note | Package | Preferred window | Status | Promised slot | Notes |
|---|---------|-------------|------------------|---------|------------------|--------|---------------|-------|
| 1 | 08-27 | A. Rivera | cell ends 4412 | Clean & check | Sat AM | **Queued** | — | left VM |
| 2 | 08-27 | J. Patel | text OK | Clean & check + filter | Weekday after 4 | **Booked** | Tue 4:30 | filter size TBD on site |
| 3 | 08-28 | M. Olsen | email only | Member plan tune-up | Any AM | **Called back** | — | wants two systems quote |
| 4 | 08-28 | (demo) | — | Heat pump check | Fri | **No answer** | — | try once more then park |
| 5 | 08-29 | (demo) | — | Boiler bleed + check | Midweek | **Queued** | — | multi-unit — flag access |

**Status vocabulary (pick one):** Queued · Called back · Booked · No answer · Parked · Done · Declined

---

## 2) Booking checklist (before promising a slot)

- [ ] Heat vs cool season capacity known (techs free that half-day)  
- [ ] Package named (what is / isn’t included — no fake “certified” language)  
- [ ] Access / pets / gate code **temp note only** (wipe after job)  
- [ ] Filter size unknown → on-site measure flag  
- [ ] Member vs one-off price path (internal — not in this public shell)  
- [ ] Customer told **window**, not fake exact minute if you can’t hold it  
- [ ] If deposit required: handle **outside** this pack (no card fields here)

---

## 3) Day-of tech notes (short)

| Slot | Address cue (demo) | System | Package | On-site flags | Done? | Follow-up |
|------|--------------------|--------|---------|---------------|-------|-----------|
| Tue 4:30 | “Oak / blue door” | Furnace | C&C + filter | filter measure | | |
| Wed 9:00 | “Alley gate” | 2× furnace | Member | multi-system | | |

---

## 4) Customer message shells (edit voice)

### A — Waitlist ack (SMS/email)
```
Hi {{Name}} — got your tune-up request. You’re on our list for {{Package}}.
We’ll text when a {{Window}} slot opens. Reply STOP if you want off the list.
— {{Shop}}
```

### B — Slot offer
```
Hi {{Name}} — we can do your {{Package}} {{Day}} {{Window}}.
Reply YES to lock it, or send 2 other windows that work.
— {{Shop}}
```

### C — Day-before confirm
```
Reminder: {{Shop}} is scheduled {{Day}} {{Window}} for {{Package}}.
Reply C to confirm or R to reschedule.
```

### D — No-answer park
```
Tried you twice on the tune-up waitlist. Pausing your spot — reply READY if you still want on.
— {{Shop}}
```

---

## 5) Weekly rollup (owner, 5 min)

| Metric | Count |
|--------|------:|
| New waitlist | |
| Booked this week | |
| No-answer parked | |
| Done | |
| Still queued | |

**Rule:** if queued > 2× weekly capacity, stop promising “this week” on inbound.

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## Not for
- Running payments or storing cards  
- Claiming NATE/EPA/code certification via this sheet  
- Auto-dialers or purchased lead spam  
- Medical/PHI or anything beyond HVAC ops notes