The five steps
- Vehicle: enter the customer's vehicle.
- Services: tick the services they want, then click Choose Services. Prices come from your Price Book and services.
- Schedule: click Find Appointments to see open times, then Select one.
- Customer: enter the customer's name and contact details.
- Confirm: check everything under Review & Confirm.
Book it or save it
- Book the Job creates the customer, an accepted quote and the booking on the calendar.
- Save as Lead saves them as a lead instead, so you can follow up later.
Tip
For a returning customer, or a job with more detail, use New Booking instead. See Book a job.