DripJobs Help Center

How to Schedule an On-Site Estimate?

In this article, you will learn how to schedule an on-site estimate.

Written by Salma Castillo

Updated this week

1. Click On "Appointments"

Click on Appointments calendar button

2. Click On "New Appointment"

Click on New Appointment to see the menu

3. From The Dropdown, Select The On-site

From the dropdown, select the On-Site Estimate event

4. Select The Date And The Preferred Time, and the Contact Information

Select the date and the preferred time, and enable the reminders for your client

5. Enable The Communication So Your Customer Will Be Aware, Then Click The Schedule Button

Enable the communication so your customer will be aware, then click the Schedule button

6. Once Scheduled, This Is How Your Event Is Going To Look On Your Dripjobs Calendar

Once scheduled, this is how your event is going to look on your DripJobs calendar

7. A Deal Card Will Be Created On The Sales Pipeline, Estimate Scheduled Deal Stage

A deal card will be created on the sales pipeline, Estimate Scheduled deal stage

If you need any assistance with this, please don’t hesitate to contact DripJobs Customer Support or the HelpDesk.