Appointments

Appointments

One job, start to finish. Booked, worked, documented, and billed with nothing slipping between the steps.

Appointments

HOW IT WORKS.

01Book

Checked first.

Hours, closures, time off, qualification, and conflicts, whether it came from the office or the phone agent.

02. Work

Nothing skipped.

Forms, signatures, and the work summary all block completion until they exist.

03. Log

Total recall.

Techs record work done, inspections, photos, materials used, and what the customer asked for.

04. Bill

Ready to invoice.

Estimate to work order to invoice, with payment plans for the bigger jobs.

Appointments

Every job is a job with rules, not a box on a calendar.

Booked right

  • Checked before it saves. Hours, closures, time off, qualification, conflicts.
  • Any source. Office, phone agent, or marketplace, same checks.
  • Arrival windows in the location's real timezone.
  • Everyone told. Owner, manager, dispatcher on shift, assigned tech.

Worked and logged

  • The whole visit in one place. Client history, forms, photos, materials, work log.
  • Completion is earned. No forms or signature, no complete.
  • Materials come off real stock.

Billed

  • Estimate to work order to invoice, without retyping anything.
  • Payment plans for the big tickets.
  • Reviews go out on their own and publish to your marketplace page.

Import years of past jobs by CSV. Nothing merges automatically, and you can roll it back.

Appointments | Resources Library | NBOUND