Skip to main content

Using Breezy for a customer appointment (Notes, Photos, Equipment Info, Estimates, and Invoicing)

Ryan Pillsbury avatar
Written by Ryan Pillsbury
Updated over 2 years ago

Key Highlights:

  1. Click on the Location link to pull up Google Maps and navigate to the customer's address

  2. Click 'En Route' to auto-send the customer a text message with your name & an estimated arrival time

  3. Click into the Appointment itself to see background information on the Customer, their Appointment History, Notes, Photos, Equipment info, etc.

  4. Click 'In Progress' when you're starting the Job for time-tracking purposes

  5. Use the large '+' in the bottom right corner to add Equipment Info, Notes, Photos, & to create Estimates & Invoices

  6. Collect payment from the customer while onsite by creating an Invoice, clicking 'Finalize Invoice', then clicking 'Collect Payment'

Did this answer your question?