If you have Services set up through the Services add-on****, it’s possible for staff to use these Services to generate a quote for a client, issue it to them for consideration, and allow the client to accept the quote, schedule a time for the job, and pay a deposit themselves. This is great for saving on administration & communication with clients around confirming jobs and arranging mutually acceptable times. Here’s a demo of how it works:Documentation Index
Fetch the complete documentation index at: https://support.servicem8.com/llms.txt
Use this file to discover all available pages before exploring further.
Self-Serve Scheduling
If you want the ability for staff to:- generate a quote; then
- issue it to a client for consideration (via email or text); and
- for the client to be able to accept the quote online and immediately schedule the job for a time that suits both them and your business;