In person estimate scheduling
Now that it is getting to lighting season, we are really struggling not being able to schedule estimates on the calendar. I’m sure this has been discussed before, but if there was a way to schedule a lead for an in person estimate that goes on the calendar just like a job and can go to one of the calendars like the salesperson or tech or whatever, then that person could have a way to see what estimates they have and where. And then just like a job, they could send an on my way text and have the potential client get reminder texts about the estimate. So it would be the exact same stuff as a normal job, but with the ability to convert that estimate into a service plan/job just like a quote.
Log in to comment and vote
Comments2
Noah Sanches
Sep 23
We met as a team recently about this and have a good plan for it and are speed running this! Really excited for it, it will help out a ton of people
Ryan Sandberg
Sep 23
😍