Schedule initial appointments during Job creation
It would be useful to be able to schedule the initial appointment when someone calls in and we're creating the job. Potentially with the ability to see what the calendar currently looks like for the sales rep.
6
votes
Aaron Galloway
shared this idea
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Jennifer Cooley commented
Or be able to schedule/set up job/contact straight from the calendar!! example. go to calendar to see which sales rep and time slots available and then click on available time and create everything from there.. make the form to have all the options to create contact/job/appointment all in one spot. I hope this makes sense. We have a receptionist and this would cut down on all the back and forth.