A shared diary only helps if everyone can see it and customers hear about changes. This one does both, and works from the same records as your quotes and invoices.
Day, week and list views
The day view runs by the hour with one column per crew, and the week and list views show what is coming. Jobs without a date wait in their own pile. On a phone the schedule becomes a plain list.
Customers are told automatically
Giving a job its date emails the customer what, when, how long, where and how often it repeats. If you move it, the form shows when they were last told, so sending a second email is your call.
Repeat work
Set a repeat and the next visit is booked when the current one is done, or when its date arrives. Only the next visit is booked, so changes stay simple.
Every job has a price behind it
An accepted quote becomes a job with the service and details filled in, and finishing the job raises the invoice from the same lines.
People and permissions
Crew columns come with Team and Unlimited. Staff get the day-to-day work and stay out of your business settings and bank details.
Check this first
Services CRM does not plan routes on a map or let customers book themselves online, and it needs a signal to work.
Put this week's work in the diary
14 days free, no card to start, then from £5 a month.
Start 14 days free