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In person estimate scheduling

Feature Request

Now that it is getting to lighting season, we are really struggling not being able to schedule estimates on the calendar. I’m sure this has been discussed before, but if there was a way to schedule a lead for an in person estimate that goes on the calendar just like a job and can go to one of the calendars like the salesperson or tech or whatever, then that person could have a way to see what estimates they have and where. And then just like a job, they could send an on my way text and have the potential client get reminder texts about the estimate. So it would be the exact same stuff as a normal job, but with the ability to convert that estimate into a service plan/job just like a quote.

Posted by Ryan Sandberg ·
Status: Completed5 comments

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Comments5

  • Noah Sanches

    Team•

    Oct 26

    Good news: in-person estimate scheduling is now live! 🎉

    There's a new Requests tab where you can create a request for an on-site assessment and choose whether to schedule it on the calendar. With the latest app update you can create and schedule assessments from mobile too. To set up the customer messages for in-person assessments, go to Settings → Messaging on web.

    Thanks for pushing for this one. Give it a try, and if anything doesn't work the way you expected, just reply here and let us know.

    – The Rotor team

  • Ben Spencer

    •

    Oct 9

    yes we need this asap

  • Noah Sanches

    Team•

    Sep 23

    We met as a team recently about this and have a good plan for it and are speed running this! Really excited for it, it will help out a ton of people

    • Ryan Sandberg

      •

      Sep 23

      😍

    • Aiden Hughes

      •

      Oct 4

      Huge🙌