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In this video tutorial, the speaker explains how to follow up with clients ten days after service. They begin by navigating to reports and selecting completed work order details, setting the date range to ten days ago. For a clearer overview, they suggest viewing the entire week's data. The displayed information includes whether PDF documents or photos are attached, private notes, report findings, payment status, and work order invoice numbers. To access a client's account, the speaker advises right-clicking to open the location in a new tab, allowing the report to remain open. Finally, they create a new task labeled "follow-up call."