Book the job
A lead isn't worth much until it's on the calendar. The hard part is usually the paperwork in between: writing up the quote, chasing the approval, finding a time that works.
Review Monster's CRM cuts that down. It can fill in a job from the phone call you just had, send an estimate the customer can approve and sign from their phone, and put the job on the schedule with a confirmation text.
- 1
Turn the call into a job
Type the last four digits of the customer's number into the Scheduler. It reads the recent texts and the call transcript, fills in the name, address, date and what the work is, and checks the address against real map data before you book.
Scheduler - 2
Price it from your price book
Pick your services and items from the price book, with your own prices and pictures, so quotes come out the same whoever writes them.
Price book - 3
Send an estimate they can sign
The customer opens the estimate on their phone, approves it and signs right there. If you ask for a deposit, they pay it in the same step, and the estimate becomes a job with the deposit already on it.
Estimates - 4
Put it on the calendar
Click or drag on the calendar to create the job, assign the crew and set the time. Day, week and map views help you fit it in without driving across town twice.
Scheduling and dispatch - 5
Confirm it without a phone call
Set an automation to text or email the customer when the job is scheduled, and another the day before. You write the wording once and it goes out every time.
Automations
Questions people ask
Can customers approve an estimate without calling me?
Yes. They open the estimate from a text or email, approve it and sign on their phone. If a deposit is required, they pay it in the same step and you're notified.
How does the Scheduler know what the customer wanted?
It reads the texts and call transcripts for that phone number and fills in the job for you. You check the details, fix anything it got wrong, and book it with one tap.
Can I send appointment reminders automatically?
Yes. In the Automation Center you can send a text, an email or both when a job is scheduled, a set time before it starts, or when its status changes.