A calendar that also understands your other programs.
Appointments and follow-ups sync with Outlook, iPhone and Google. Appointment proposals go to the customer by email, and the customer confirms with one click. No more phoning back and forth.
Appointment proposals the customer confirms themselves
You choose three free time slots from the calendar. The customer receives an email with one button per time slot and clicks the one they want. The appointment then appears in your calendar and is transferred to Outlook.
- On-site appointments with address and travel time, remote support with an online link
- Email reminder to employee and customer, 24 hours and 1 hour before
- SMS as an additional channel is planned, but not yet included
From “When suits you?” to a fixed appointment
Four steps, only one of them on the customer’s side.
- Propose time slotsAn employee picks three free time slots in the calendar.
- Email to the customerThe customer receives three buttons, one per time slot.
- A click confirmsThe customer clicks the preferred time, and the appointment is booked.
- Sync with OutlookThe appointment also lands in the customer’s Outlook, and the reminder arrives 24 hours before.
What the appointments module can do
An appointment is more than a date. It is linked to the job, the customer, the employee and the vehicle.
Sync in both directions
Follow-ups appear as appointments in Outlook or on the iPhone, and external appointments land in WorkOrderAgent. Sync every 2 minutes.
DetailsCalendar per employee
Who is where, and when? Every employee has their own calendar, easy to filter.
DetailsBuffer for travel
Between two on-site appointments, the system plans in travel time and so prevents double bookings.
DetailsAppointment on the job
When an appointment on an order starts, the timesheet starts automatically. An appointment with a prospect sets their status to “contacted”.
DetailsFollow-ups
On every job and every customer, with priority and a responsible person.
DetailsLimit for weekly hours
Set the maximum weekly hours per employee. If the limit is exceeded, the calendar warns you.
DetailsSettings per company
- CalDAV connectionOutlook (Office 365), Apple iCloud, Google Calendar or your own server such as Nextcloud or Radicale.
- Length of time slots15, 30, 45, 60, 90 or 120 minutes, adjustable per appointment type.
- On site or remote supportOn-site appointments carry the address and travel time, remote support appointments an online link.
- Appointment details at a glanceOne click on the appointment in the dashboard opens a window with all the key details.
Related
Done with appointment ping-pong?
Try it free for 20 days or let us show you appointment proposals and calendar sync using your own business. In the winter special: all modules in the package at no extra cost. If you start now, you keep the benefit afterwards too.
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