Booking

Turn an accepted quote into a job

The accepted quote becomes a job with its scope carried over, on your approval

Needs: Jobber

Hand the job to the coordinator

The person who schedules gets a handoff with everything they need, and Barry chases if it stalls

Needs: Jobber or Housecall Pro

Being proven — Detecting the acceptance on a schedule isn't proven yet; ask Barry directly and it works today.

Ask the client for their dates

A draft to the client proposing scheduling next steps, unsent

Needs: Gmail or Outlook