Services and their checkmarks
We do this when the service only has a checkmark for "Save Without Scheduling"
What is "save the customer into the system?"
This is how to pull up Scheduling Link
What is "the Overview Tab?"
The area where you link your AI Notes is called this.
What is "Private notes?"
This is Jobber's term for estimates
What is "Requests?"
Should be done before answering your next call
What is "log out and close the scheduling tab?"
We do this when the service has a checkmark for "Save Without Scheduling" and for "Estimate"
What is "attempt to schedule an in person Estimate and if unable, still follow the Save Without Scheduling steps?"
Pricing is found here
What is in the "Pricing tab?"
This is the first thing you select to Save Without Scheduling
What is "+New"
You select this on the Dashboard when Saving Without Scheduling
What is "Request tab"
The four main things we do for HCP and Jobber
Schedule Jobs/Estimate, Reschedule, Cancel/Delete, and save customers into the system
We do this when the service has a checkmark for "Pricing", "Save Without Scheduling", and "Jobs"
What is "attempt to provide pricing and schedule the job, if unable to do that then still save the customer into the system?"
This is where we find the Log In Credentials
What is in the "Scheduling Instructions?"
You select this on the Dashboard to schedule a job or estimate
What is the "Schedule tab?"
When scheduling a Job you select this when finalizing the appointment.
What is "Save and Email Booking Confirmation"
If an owner or employee asks you to schedule outside of the scheduling instructions
What is "Follow their instructions"
When the service you selected does not have any check marks, you'll do this.
What is "send an AI?"
This is where you find the instructions you need to follow in order to Schedule or Save Without Scheduling
What is the "Dates and Times to Schedule or How to Save Without Scheduling box?"
Once you're in the appointment page to reschedule, you'll click on this.
What is the "blue circle with the calendar?"
This is something that you have to do when Saving Without Scheduling or Scheduling a Request
What is "fill out Jobbers custom questions?"
These are the times you link your AI
What is "when you Schedule, Save Without Scheduling, Reschedule, change customer information, good/bad feedback."
We do this when the service has a checkmark for "Estimate" and "Job"
What is "if they have already received an estimate then you can schedule the Job but if they are new and have not received an estimate then you would schedule the estimate?"
These tell you what you can do for the service the customer is requesting
What is the "Checkmarks?"
These are the two ways of Canceling
What is the "Wrench and Gear or Option #1?"
This is how do you add in your AI after you have already saved the appointment and you're brought back to the calendar
What is "select the appointment, click View Details, click Notes, add notes to More Details?"
We don't find this information in Jobber or HCP.
What is "Pricing?"