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.

Schedule Non-Customer Appointments

If you need to block off time in your calendar for non-customer appointments, personal time, or internal meetings, there are two ways to do that in Contractor Accelerator.

Option 1: Use Google Calendar Integration

If you have the Google Calendar integration enabled, you can simply add the appointment to your Google Calendar. Anything on your Google Calendar will push into Contractor Accelerator and appear on your schedule. These appointments will not affect your job metrics.

Other integrations, such as Outlook or Apple Calendars, are only a one-way sync and will not push appointments into Contractor Accelerator. Google Calendar is the only two-way sync option.
Click here to learn more about how to integrate your Google Calendar.

Option 2: Create a “TIME OFF” Customer

If you're not using the Google Calendar integration, you can create a customer named “TIME OFF” and schedule appointments under that name. When you’re done, just cancel those appointments so they don’t count toward your scheduling or conversion metrics.

While this is a bit of a workaround, it helps reserve time on your calendar while keeping your metrics accurate. We always appreciate customer feedback, and a way to block off time directly in the Contractor Accelerator calendar—without relying on Google Calendar—has been requested by others as well. It is on our roadmap for a future calendar update.

Manage Data Table List

The CRM section in the top navigation allows you to see Projects, Properties, Customers and more in a table view. This view includes powerful tools to help you organize, analyze, and customize your experience. 

When viewing the table:

• Sort columns by clicking the up/down arrow next to a column title

• Filter results using the funnel icon in the search bar

  • You can add more than one filter at a time

  • All filters work together, so the results must match all the conditions you choose

  • To include multiple values in the same column (like several salespeople), use the “is any of” option

• Show, hide, or reorder columns using the settings icon (three lines and a gear) in the top right corner

• View totals in select columns shown in blue text

• Export filtered data (Primary users only) using the Export button in the upper right corner

👉 Learn more about CRM Data Table Tools