From the enquiry to the visit, in one record
Updated 2026-10-24
Someone asks for the work, a person answers, a time is set, and the job still needs a note when it is done. That is the record this page describes.
Someone asks for the work, a person answers, a time is set, and the job still needs a note when it is done. That is the record this page describes.
The enquiry
A form, a Meta lead when the account is connected, or a manual entry creates a lead with a source and a status.
The six statuses are new, contacted, interested, converted, lost and old lead.
The visit
On the business plan the calendar uses the hours and the service length, in 15-minute steps. CRM only, at $49 a month, does not include appointments.
A payment status on the appointment is a field, not a card charge.
The people who do the work
Notes and dated tasks sit on the client file. The next person can see what was promised.
Roles already on the account decide who opens what. This page does not add a new role.
After the visit
A follow-up task can be written by hand. On the business plan an automation can create that task when a lead is new.
The automation does not send a WhatsApp template by itself and does not spend a Meta budget.
FAQ
What is recorded?
The enquiry, the source, the status, the notes, the task and, on the business plan, the visit.
Is there a dispatch map?
No. This page does not add a route board or a technician GPS view.
Who can see the job?
People on the account, according to the roles already set.
Does an automation replace the visit?
No. It can create a dated task. A person still does the work.