Turning an Approved Handyman Estimate Into a Scheduled Job
No Retyping
Retyping an approved quote into a schedule is where details get lost.
One Step
In HandymanBossPro, an approved estimate can be turned into a job. It lands on the waiting list with the services carried over.
Add the List
Make sure the customer's list and any notes are on the job before it's scheduled.
Parts First
If parts need ordering, keep it on the waiting list until they arrive.
Text the Customer
Once it's on a day, the customer gets the night-before reminder.
Keep Reading
Next in this series: Branded Estimate Emails for a Handyman Business. Before that came Following Up on Handyman Estimates Without Being Pushy. For the full picture, go back to the handyman estimate software overview.
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Estimates from your service list, approved online and turned into jobs. Try HandymanBossPro free for 14 days, no credit card.
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