Online booking and the customer portal

Let customers book a free time online, follow their visit, sign, accept estimates and ask for service.

The booking page

Turn it on in Settings > Booking page & portal. Choose its address, the services customers can book, how far ahead and how soon. Put the link on your website, Google profile and WhatsApp.

Customers pick the service, a day and a free time - worked out from your technicians' working hours, leave and jobs - and leave their details. The job is booked with the free technician who has the fewest jobs that day, and lands on your board. The customer gets their visit link by email.

The customer's visit link

Every job has a link: on the job, Copy the customer's link. On it the customer can follow the visit (and see the technician on the way), accept or decline an estimate, sign for the work, rate the visit, write to you and download the job sheet.

Messages to customers

In Settings > Customer messages, choose which emails go out: visit booked, on the way and job done (with the signed job sheet PDF and a rating link). Turn on SMS to send the same by SMS through your own SMS account (connected in CRM). Every job also has a WhatsApp button.

The customer portal

On a customer, copy their portal link. They see their visits, equipment and contracts and can ask for a service - it arrives as a new job to plan.