1. Customer Completes the Estimate Request Form
A Deal Card is automatically created in the Estimate Requested stage of the sales pipeline.
2. Next, Click on 'Appointments'
To schedule estimate requests, you should always go to the Appointments page.
3. Click on the Request Card
4. Schedule the Appointment
The requested information (from the booking form) will be listed below under Appointment Details. In this example, the customer has requested 11/27 as their preferred date and morning as the preferred time of day.
5. Click on 'Schedule'
6. The Request Card Goes Away & the Appointment Is Now on the Calendar
7. On the Sales Pipeline, the Deal Card Moves Automatically to the Estimate Scheduled Stage
8. To Reschedule the Appointment...
Click on 'Appointments.'
9. Click on the Calendar Item
10. Click on the Edit (Pencil) Icon
11. Make Any Needed Adjustments
12. Toggle Send Sms or Send Email to Notify Your Customer That the Appointment Has Been Rescheduled
13. Click on 'Save'
If you have any questions or need any assistance, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.