In this article, you'll learn how to book a job straight from a phone call. Turn on one switch while you're talking, and when you hang up the Scheduler opens for that caller and fills in the job from what was said. You check it over and put it on the schedule.
To schedule a job from a call:
- Place or answer the call. The in-call screen opens with the caller's name and number.
- Under the caller's card, click Schedule job.
- Hang up when you're done. The Scheduler opens for that caller.
Turn on Schedule job during the call
The in-call screen shows who's calling: their address, how many jobs they've had, their last job and whether they owe anything, with Client, Last job and Text buttons underneath. Their notes sit below that.
The Schedule job card comes next. While it's off it reads "Turn on to schedule the job from this call when it ends." Click anywhere on the card (in the app, tap the card or its switch) to turn it on. The card turns green and says the Scheduler will read this call and fill in the job for that person the moment you hang up.
Finish the conversation as usual, then hang up with the red hang-up button. On the desktop it's labelled End.
If you change your mind before hanging up, click Schedule job again to turn it off. Nothing opens when the call ends.
If the caller isn't a customer yet
For a number you haven't saved, the caller's card says "Not one of your customers yet." That's fine. Schedule the job anyway. When you put it on the schedule they're added as a customer with that phone number.
What happens when you hang up
The Scheduler opens for the person you were just talking to. It finds them by their phone number, reads their calls and texts, and fills in the job form: name, address, date, time, job type and a description of the work. If several customers share that number, it lists them so you can pick the right one.
Waiting for the call to finish processing
The call has to be saved and transcribed before the Scheduler can read it. While that happens you'll see "Getting [name]'s call ready" with a progress bar that moves through four steps: Call, Recording, Transcript and Job details. It checks back every few seconds and fills in the form once the transcript comes in.
You don't have to wait:
- On the desktop, click Fill in without this call to fill in the form from the rest of their conversation. On a phone and in the app the button is Fill in without it.
- Click Cancel to stop waiting.
Check the job and put it on the schedule
- Look over the customer's name, phone, email and address. The Scheduler checks the address against map data. On the desktop it says "Address confirmed" when everything matches, or "Not sure this address is right" with an Open in Google Maps link when it doesn't. On a phone and in the app it reads "Address checks out" or "Double-check this address."
- Check Job date, Start time, How long and Job type, then fix anything it misheard in the description. If it picked a date but no time, the start time defaults to your opening time that day.
- If the customer sent photos, they show under Photos from the conversation. Remove any that don't belong to this job. The rest attach to the job.
- On the desktop, click Show next to Conversation to read the transcript it worked from. On a phone and in the app, tap Show the conversation.
- Click Put it on the schedule.
When it's booked, the desktop shows Job scheduled with the job number. A phone and the app show the job number "is on the schedule." Click Open the job to go to it, or Schedule another to start over.