Today › New booking
Let's book this job
Just fill in what you know — anything you're missing is fine, it becomes a follow-up.
🛟
You can't break anything. Only the address and who's calling are needed to book — everything else can be blank and the system reminds you later.
1
Where is it?
2
Who's calling?
🏢
Goes on the calendar for the report. Don't know it? Leave it blank — it becomes a follow-up.
✓
We'll get the rest later — leave it blank and the client lands on the office's follow-ups.
3
What kind of job?
Extras done on the same visit. The primary job stays what you picked above — this doesn't change it. A toilet pull adds half an hour to how long the visit is held for.
4
When works? (optional — book without a slot)
Pick a date to see suggested times.
📌
Tentative holds never drop on their own. At the decide-by time, an urgent task asks a human to confirm or release.
✉
Once the hold is confirmed, the confirmation will go to:
✓ The caller — the caller always gets it · no email typed yet, so it can't send until one is added
No client is named yet — name one under “Who's calling?” above to send it to them too.
5
Getting in (optional)
6
Paying (asked, never required)
✓
Terms: due at or after service — never billed to escrow. Unpaid holds the report, never the booking.
Booking summarylive
JobCamera inspection
Property—
Caller—
Slotpick a time
HoldTentative — human decides, never auto-cancels
Price—
Follow-ups this creates6
Get the client's name and contact info
booking works fine without it
Find the cleanout on site
tech gets a checklist item + extra time
Ask about outbuildings with plumbing
extra laterals need their own inspection
Confirm who pays
holds the report later, never the booking
Confirm or release the hold
it won't drop on its own
Get the agent's brokerage
it goes on the calendar for the report