The Queue tab in the phone, and the badge on the phone button. It puts together calls you added on purpose — from anywhere in the software, with a note and an urgency — and missed calls nobody has returned. Every row has a Call button and a Done button, and Clear all empties the lot in two clicks. Because the whole post-frame business runs in one place, the call list sits beside the pipeline and the jobs — not on a scrap of paper or in a separate dialer.
Also called: call list · who do I need to call · callback queue · people to ring
The calls you meant to make and the calls you missed are one list
A queue that only holds what people remembered to add quietly misses the expensive half. This one merges calls added on purpose with missed calls nobody has returned, each row carrying a Call button and a Done button. It is the list a builder works down standing in a driveway — not a scrap of paper on the dash.
Your call list has the three people you meant to ring and none of the two homeowners whose calls you missed while you were on the lift.
A builder in a driveway works one list instead of remembering two — so the expensive calls, the ones he missed, get made with the ones he planned. Missed calls arrive on their own because a list that depends on somebody adding them leaves out exactly the ones that cost money.
Plan tomorrow's calls straight down the pipeline
A Queue call button on a contact or a pipeline card puts somebody on the list without opening the phone at all. Going down the pipeline at night deciding who to ring tomorrow is one click per person, and the entry arrives linked to that customer. Fifteen people to ring tomorrow used to mean fifteen trips through a dialer.
You decide who to call tomorrow while scrolling the board at night, and by morning half of them are forgotten.
The owner plans tomorrow's calls in five minutes on the couch instead of half an hour at the desk — and the plan is already waiting in the phone in the morning. One click on purpose: the note and urgency are there for the one call that needs them, not a form on every call.
Give a call to a teammate with the reason attached
The caret beside Queue call hands the call to somebody else on the team — pick who's calling, write what they need to know, set a priority. It lands in their queue, linked to that customer — not a bare phone number nobody recognises — and they get a notification saying you added them.
You text a teammate a number to call back, and he rings the customer cold and asks what the call is about.
The rep who takes the call knows what it's about before he dials — 'don't re-quote, just confirm the change order' — so the customer doesn't explain himself twice. Queueing for yourself stays one click; a handoff asks for the two things a handoff needs.
Clear the whole list in two clicks — never one
Try itWhen the list has gone stale, Clear all (4) asks "Take all 4 off the queue?" with Cancel and Confirm. Each person is closed the same way their own Done button would close them, so a missed call cleared in bulk is cleared properly, not hidden.
Twenty-nine stale rows from a slow week, and the only way out is twenty-nine Done buttons.
The rep starts Monday with a clean list instead of twenty-nine Done clicks — and a clean list is one people actually keep working. It asks first, because a stray tap that empties somebody's call list is worse than the clicks it saves.
- 1Add somebody to the list from a contact or a pipeline card with Queue call — or hand the call to a teammate with a note.
- 2Missed calls join the list on their own. Nobody writes them down.
- 3Work down it — Call, or Done.
- 4Somebody who is on it twice shows once; the one with your note wins.
- 5The count sits on the phone button whether or not anything is open.
- 6Clear all, then Confirm takes everyone off at once — each closed exactly as its own Done would.
Two separate lists meant the same thing to a builder standing in a driveway: people he had decided to ring, and people whose call he had missed and never returned. Keeping them apart meant the queue only ever showed what somebody had remembered to add — quietly leaving out the expensive half. Now it is one list, built on the same tasks everyone else can see, not a private list rotting where nobody notices.
- Call lists kept outside the system
- Missed calls and intended calls tracked separately
- Work invisible to the rest of the team
