Appointments
Book time with customers and your team on the calendar, convert bookings to quotes and jobs, and run meetings.
Bookings and MeetingsSchedule site visits, calls, and work blocks.Convert a booking to a quote or jobTurn a booking into a quote or a job, and see what carries across.Booking files and activityAdd photos and documents to a booking, and keep notes, calls and tasks on its activity trail. Both follow the booking through to the quote and job.Use the calendarSwitch between month, week and day views, filter by employee, read the colours, create an appointment from a time slot, and move or resize appointments by dragging.BookingsCreate a booking with a customer, set its reminder and address, and understand its statuses. Close or delete a booking you no longer need.Overdue bookingsFind bookings that have passed without being converted or closed, and clear them.MeetingsSchedule a meeting with your team, invite colleagues, repeat it on a schedule, and respond to meetings you're invited to.