Online booking and the confirmation e-mail

A public page where a client picks a service and an arrival window. It lands on your dispatch board, and they get the same kind of confirmation e-mail Jobber sends.

1. Open Settings, Lead sources, Online booking.

   Turn Take bookings online on. Set your portal address first if the page says you still need one.

2. Copy the page link or the website button.

   Paste the link in texts and e-mails, or the HTML button on your site. Both open the same public page.

3. Choose what the page does.

   Book the visit now puts a service call on the board. Book an assessment visit is a look-ahead visit. Take a request to review collects the need without a time.

4. Tell clients to leave an e-mail.

   With an e-mail they get a confirmation that names the day and the arrival window, and a link to open the thank-you page and add it to their calendar. Phone-only bookings stay on the thank-you screen.

What the office sees

A booked service call shows up unassigned on the dispatch board for that day. Assessment visits and estimate requests land as leads. Photos the client uploaded stay on the visit or the lead.

When there is no confirmation e-mail

If they only left a phone number, Groundflag does not invent an address: the on-screen thank-you is the confirmation. A failed send is logged and does not undo the booking.

Questions

Keep reading

• Building a scheduleAdd tasks on the job's Schedule tab, link them, save a baseline, move work and push a rain day.
• Text your clientsTurn on texts in Settings and clients get the estimate, pay link, contract to sign and payment receipt by text, each with its link.
• Getting startedCreate your company, add a client and job, then open Jobs or Sales, Estimates to send a proposal. Start on your own, with 30 days free and no card.
• Schedule with GanttA Gantt schedule on every job: dependencies with lag, working days, critical path, a baseline, one-tap rain days, a 21-day lookahead and MS Project files.

Questions? Write to hello@groundflag.com