Appointments, jobs and customers
Book the work, put the right person on it, and keep customer records that earn their keep.
Book an appointment
A booking at one price with no quote behind it — including telephone and online.
11 steps79s recording
Turn a survey visit into a quoteNew
Quote the work while you are standing in it, and carry the photos through to the fitting job.
5 steps
Schedule a job and assign it
Put a time and a person against work that has been agreed.
5 steps47s recording
Read your diaryNew
The whole team's week on one screen, the month at a glance, and who is doing what.
6 steps61s recording
A job that takes more than one visitNew
Book a job across several days or several machines, put two engineers on the same visit, see what still needs a slot, and let the diary tell you when a day will not fit.
7 steps88s recording
Remind the customer the day beforeNew
An email at 4pm the day before every booking — and never at a weekend, so somebody is in to answer if it no longer suits.
4 steps
A job that is waiting on somethingNew
Putting a job on hold, giving its diary time back, and picking it up again when the part arrives. Nobody is emailed — that call is yours.
6 steps61s recording
Cancelling a jobNew
Where the button is, what it gives back, what the customer is told — and recording why, which is the part you will want in three months.
5 steps
Set up work that repeatsUpdated
Regular visits booked ahead automatically, and reminders for work that has to be sold again.
5 steps56s recording
Keep a customer recordUpdated
Contacts, more than one property, account credit, and their whole history in one place.
5 steps81s recording
Bring your contacts in from your phone
Send contacts across from an iPhone or an Android, then pick who becomes a customer.
6 steps66s recording
Extra work, from finding it to being paid for itNew
Pricing work nobody quoted for, showing the customer why, and getting it onto the bill with their yes in writing.
6 steps62s recording
The job evidence record
Everything photographed, filmed, recorded or written on a job — and choosing what the customer sees.
6 steps52s recording