Schedule an inspection, estimate or install
Book a visit from the calendar or the job page, assign it, set location and notes, send the homeowner a confirmation and reminder, and edit, complete or cancel it later.
Video tutorial coming soon
The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.
Rough runtime
3:45
Scenes
7
Lesson
3.2 · Calendar & homeowner messaging
File name
03-02 schedule-an-appointment.mp4
Before you record
- A job with a valid email you control, automations switched on, so the confirmation can be shown arriving.
- Record at 1920×1080, browser zoom 100%, light theme, sidebar expanded, no personal data on screen. See Recording standards.
The viewer is assumed to have: A job to attach the visit to (optional but recommended); For homeowner messages: the company time zone and the appointment automations switched on in Settings → Automations (next lesson); booking itself works without them.
Shot list
| # | Time | Scene | Screen | On screen | Narration |
|---|---|---|---|---|---|
| 0 | 0:0020s | Intro: Schedule an inspection, estimate or install | /calendar | Title card, then the first screen of the lesson. | Booking a visit takes a minute, and the homeowner is told automatically. Let us schedule an inspection. |
| 1 | 0:2038s | Open the dialog | /calendar | On the calendar click "+ New appointment" (or click an empty slot), or on a job page click "Schedule" in the Appointments card. | From the calendar or straight from the job, New appointment opens the same dialog. |
| 2 | 0:5838s | Pick the job and type | /calendar | Choose a Job ("No job (internal)" for team-only events) and a Type: Inspection, Estimate, Install, Follow-up or Other. Choose who it is "Assigned to". | Pick the job and the kind of visit. The title and location fill themselves in from the job. |
| 3 | 1:3638s | Set date, time and length | /calendar | Set Date and Start, then Length: 30 min, 1 hour, 1.5 hours, 2 hours, 3 hours, 4 hours or "All day (8 hours)". Add "Notes for the team" if useful. | Date, start, length. Notes for the team are internal; the homeowner never sees them. |
| 4 | 2:1438s | Decide about the homeowner message | /calendar | Leave "Send the homeowner a confirmation and a reminder" ticked to email and text them now and remind them the day before. Untick it for a silent booking. | This box is the magic: the homeowner gets a confirmation with a calendar invite right now, and a text reminder the evening before. Untick it if you have already arranged everything by phone. |
| 5 | 2:5238s | Edit, complete or cancel later | /calendar | Click the appointment on the calendar. Use "Done" when the visit happened, "Cancel visit" if it is off (the homeowner gets a cancellation if they got a confirmation), "Restore" to undo a cancel, the bin icon then "Really delete" to remove it, or change fields and "Save". | Afterwards, open the visit: mark it Done, cancel it, or move it. Every change is logged on the job. |
| 6 | 3:3015s | Recap & next lesson | /calendar | Hold on the finished result, then the end card. | Visit booked, homeowner notified. Next we open Automations and see every message the app can send for you. |
Narration, in order
0. Intro: Schedule an inspection, estimate or install
0:00 · 20sTitle card, then the first screen of the lesson.
Booking a visit takes a minute, and the homeowner is told automatically. Let us schedule an inspection.
1. Open the dialog
0:20 · 38sOn the calendar click "+ New appointment" (or click an empty slot), or on a job page click "Schedule" in the Appointments card.
From the calendar or straight from the job, New appointment opens the same dialog.
Show before cutting: Dialog "Schedule an appointment".
2. Pick the job and type
0:58 · 38sChoose a Job ("No job (internal)" for team-only events) and a Type: Inspection, Estimate, Install, Follow-up or Other. Choose who it is "Assigned to".
Pick the job and the kind of visit. The title and location fill themselves in from the job.
Show before cutting: Title defaults to "<Type> – <job>" and Location defaults to the job address.
3. Set date, time and length
1:36 · 38sSet Date and Start, then Length: 30 min, 1 hour, 1.5 hours, 2 hours, 3 hours, 4 hours or "All day (8 hours)". Add "Notes for the team" if useful.
Date, start, length. Notes for the team are internal; the homeowner never sees them.
Show before cutting: A time in the past shows "That time is in the past; no confirmation will be sent."
4. Decide about the homeowner message
2:14 · 38sLeave "Send the homeowner a confirmation and a reminder" ticked to email and text them now and remind them the day before. Untick it for a silent booking.
This box is the magic: the homeowner gets a confirmation with a calendar invite right now, and a text reminder the evening before. Untick it if you have already arranged everything by phone.
Show before cutting: The checkbox only applies when a job is selected. Click "Schedule".
5. Edit, complete or cancel later
2:52 · 38sClick the appointment on the calendar. Use "Done" when the visit happened, "Cancel visit" if it is off (the homeowner gets a cancellation if they got a confirmation), "Restore" to undo a cancel, the bin icon then "Really delete" to remove it, or change fields and "Save".
Afterwards, open the visit: mark it Done, cancel it, or move it. Every change is logged on the job.
Show before cutting: Completed visits fade, canceled ones are struck through, and the job activity logs "Appointment scheduled / updated / canceled".
6. Recap & next lesson
3:30 · 15sHold on the finished result, then the end card.
Visit booked, homeowner notified. Next we open Automations and see every message the app can send for you.
Related lessons
Calendar: week, month and list views
Find your way around the calendar: switch views, filter by team member, show canceled visits and understand the time-zone notice.
Calendar & homeowner messagingBeginner5 min
Automations: automatic emails and texts to homeowners
Switch on the messages the app sends by itself for appointments and stage changes, set the company time zone, and understand the rules that keep homeowners from being spammed.
Calendar & homeowner messagingIntermediate8 min
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