Scheduling

Schedule Appointments within Contractor Accelerator

Schedule, reschedule, or cancel sales/installation appointments for your customer.

Schedule an Appointment for a Project

An appointment can be scheduled anytime after a project is created.

1. Search and select a project.
2. Select the Schedule tab.
3. From the monthly calendar, select a day.
4. On the daily calendar, click and drag the desired time slot for the appointment next to the sales/installation user.
5. Confirm the information in the pop-up modal.
   • Click the Salesperson dropdown to assign a different salesperson.
   • Change the Start Time / End Time.
6. Click Save.

Manage Appointments

Appointments can be managed anytime after a project is created.

1. Select a project.
2. Select the Schedule tab to manage scheduled appointments.
   • Edit: Edit the description that will show with the appointment on the calendar and external calendar integrations.
   • Reschedule: Change an appointment date, time, or assigned user. 
   • Cancel: Remove an appointment from the calendar.
   • Complete: Mark an installation appointment complete to move it along the project pipeline.
   • New Appointment: See "Schedule an Appointment for a Project" above. 

*Appointments can also be moved around the calendar from your Dashboard.

Schedule for a New Customer

Schedule a new customer when creating their profile. For more information on adding customers, click here.

1. Click the quick add button to enter customer and project information.
2. Click the Schedule button.
3. From the monthly calendar, select a date. That will take you into a daily view.
4. On the selected date, click and drag on the desired time slot for the appropriate salesperson and then let go.
5. The schedule evaluation pop-up will confirm the appointment date and time.
6. Click Ok to confirm the appointment.
7. Click Save.