How Do I Schedule a Client from an Estimate?

Created by Alsabana Sahubarali, Modified on Mon, 4 Nov, 2024 at 9:07 AM by Alsabana Sahubarali

You've quoted the client and they want to sign up. Great! Now what?

Open the client's estimate and click "Schedule"
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When promptedÂ hit "Confirm"
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Fill out the following information:

Change status from "Pending" to "Active"

Add any relevant work order notes

Add the start date/time

Add the arrival window (either 4 hours for 9-1 or 11-3, or 8 hours for an all day window)

Edit the recurrence details (repeat every week for weekly service, two weeks for biweekly and four weeks for monthly)

Add selected employee *ALWAYS CHECK DISPATCH BEFORE ASSIGNING AN EMPLOYEE TO A JOB/SERIES. If unsure of availability, assign series to a placeholder.

Click "Save"
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