An appointment that knows what it belongs to.
Appointments are linked to the order, the customer and the employee. When an appointment on an order begins, the timesheet starts. When it ends, the entry is already on the right order.
From appointment to invoice line
What happens when an appointment is linked to an order.
- Appointment on the orderYou enter the appointment directly on the order.
- On the deviceThe appointment appears in the employee's calendar via CalDAV, with the order details one tap away.
- Timesheet startsWhen the appointment begins, the timesheet starts automatically.
- Entry recordedThe entry goes into the timesheet on the right order, with travel time from the logbook. In the background, the invoice line is created.
More links
- Appointment with a prospectAn appointment with a prospect sets their status to "contacted".
- Appointment in the customer portalThe customer sees their appointments in the portal, split into remote and on-site.
- Appointment to fix a defectFor a defect, you send the customer a suggested appointment, which they confirm online.
- Email templatesAppointment suggestions and confirmations use customisable HTML templates with placeholders.
Related
Appointments that do the maths?
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