Book a fitting or a measure

Put a fitting, a measuring visit or any other appointment on the Calendar, linked to its job and customer.

Who can do this? Owner, Office and Sales book anything. An Estimator can book measures on their own jobs with Book a measure on the job.

Make the booking

1. Open Calendar, pick the day and tap the + button (New booking). On an empty day you can tap Book and the day instead. From a job that is ready, Book fitting opens the same screen with the job filled in.
2. Choose the Category: Measure, Fitting Date, Other or one of your own.
3. Pick the Job. The customer and the job’s site address come with it. Under Address source you can use the customer’s contact address or Enter address manually instead.
4. Under When, set the Start date and Start time. Add an End date for a job that runs over several days.
5. Under Assigned to, add the fitter (or the estimator for a measure).
6. Add any Notes for the visit, then tap Save.

Above Save there is a switch to email the customer the details. See Email the customer about a booking.

Good to know

• If the fitter is already booked at that time, the app tells you who and where before you save.
• To move a booking, open it and tap Move to another day. On a computer you can also drag it onto another day. It keeps its number of days, and you choose whether to tell the customer and the team.
• Each category has its own colour. You can change a single booking’s Colour in the booking, and the categories under Settings › Calendar.
• No signal? The booking is saved on your phone and goes to everyone else when you’re back online.