Scheduling and sales
Schedule visits and record appointment outcomes
Keep the calendar, salesperson assignment, and result history aligned.
Create and assign an appointment
Appointments belong to leads and include date, start/end time, salesperson, appointment type, status, and notes. Available statuses include scheduled, confirmed, completed, cancelled, and no-show.
- Open the correct lead and add an appointment or use the calendar workflow.
- Select the date and available slot, then verify start/end times.
- Choose the assigned salesperson and appointment type.
- Include helpful visit notes and save.
- Check the appointment on the calendar and confirm the assigned employee can see it.
Record what happened
After the visit, update the appointment status and result reason. Enter the quote amount where appropriate. Result reasons are configured in Settings and can map to lead status changes through Rules.
Completed means the appointment took place; it does not automatically mean the job was sold. Record a won outcome and actual sold job only when the sale is real.
Reschedule carefully
Review the original appointment and its customer communications before editing or cancelling it. Confirm the replacement time and assignment, then check for outstanding reminders and automated notifications. Avoid leaving two active appointments when only one visit is intended.
Quotes versus jobs
A quote records an offer, amount, description, validity date, and status. A job records sold work and production/cost details. Do not treat a quote amount alone as completed revenue. Quote functionality should be used where the current screen exposes it; do not assume automatic e-signature, payment collection, or customer acceptance links.
Keep going
Design lead stages and appointment results
Build a consistent pipeline that your callers and sales team can use accurately.
Read guideSet weekly appointment slots and capacity
Define bookable time windows and handle date-specific capacity changes.
Read guideCreate sold jobs and hand them to production
Record a sale accurately without losing its customer or scheduling context.
Read guideConfigure rules, calling queues, and dispositions
Route contacts predictably from intake through caller follow-up and sales.
Read guide