OPERATIONS Appointments

Appointments are the spine of a service business. Every other system either feeds them or depends on them. NBOUND treats each one as a guarded lifecycle, not a calendar entry.

Booked right, from anywhere

When your team creates or reschedules a job, including through supported phone agent workflows, NBOUND checks business hours, closures, approved time off, technician qualification, and conflicting bookings before the change is saved.

• Arrival windows customers understand, in the location's real timezone, DST handled correctly.
• Every change on the record. Creation, reschedules, reassignments, and status changes all land in an activity trail.
• Notifications that find the right people. The owner, location manager, dispatcher currently on shift, and assigned technician receive notifications in the app and by email for creation, changes, and reminders.

The job hub: everything about the visit

Open an appointment to see the full job: the client and their history, the assigned technician, required forms, estimates, photos, materials consumed from real stock, and a structured work log covering completed work, inspections, and customer requests.

• Completion is earned. Required forms, signatures, and work summaries block the completed status until they exist.
• Estimate, work order, then invoice. Acceptance creates one linked work order. Once that work order is completed, the Job Hub lets your team create a draft invoice and send it as a separate step. Payment plans are available for larger tickets.
• Reviews, automatically. A completed job triggers an anonymous review request that publishes to your marketplace page, along with your reply.

Your history, imported

You can migrate years of past appointments by CSV. The import includes a mapping wizard, time zone aware parsing, review for ambiguous clients that never merges records automatically, and a rollback if you change your mind. Perseus reports can use that history as soon as it is available.

One lifecycle supports every booking source and keeps changes visible.

Built for volume

The appointments list uses search, filters, date ranges, and totals on the server, with results returned in pages of 50 rows.