Schedule
Scheduled visit
The office and field team see the same customer, location, and work context when the visit is scheduled.
Carried forward
- Customer details
- Service location
- Proposed scope
See what moves with the work.
Open a handoff to see what stays with the record and what the next step adds. Use the stages your business needs.
Start your 14-day free trialIllustrative workflow · Service record #1048
Choose an available handoff to inspect the recordJob route8 available stages
The next person starts with the last handoff’s context.
Illustrative product stateSample data
Service record #1048
A time for the proposed work
Kitchen sink repair · One example through the workflow- Customer from estimate
- Taylor Morgan
- Scope from estimate
- Repair the kitchen sink leak
- Visit added
- Tuesday · 9:00–11:00 AM
What changed at this handoff
Added: The visit time
Kept: Customer, service location and proposed scope
Illustrative values, not a live customer record. Messaging and payment integrations require setup.
The record carries what the next step needs.
Three moments where disconnected tools usually force someone to look for context again.
The request becomes a customer record
InquiryCustomerRequested work · Preferred contact details · Service locationThe proposed work reaches the schedule
EstimateScheduleRequested work · Customer context · Proposed scopeThe completed job reaches payment status
JobPaymentScheduled visit · Customer context · Work documentation
Use the pieces you need. Keep the record connected.
Start where your operation needs help today, then keep the customer, the work, and the next action together as you grow.