Scheduling an Accepted Proposal

Scheduling an Accepted Proposal - Video

• Locate accepted proposals under Snapshots on the left side of ServiceMinder.

• Open the accepted proposal and review all details, including line items and deposits.

• Click the Schedule prompt at the top of the proposal.

• The scheduling screen loads with all proposal line items already populated.

• Review or adjust the job duration. If needed, configure default durations.

• Select scheduling mode. Ad Hoc is recommended for full-day installs; Normal mode is more suited for consultations.

• Choose the date and start time for the job.

• Assign the primary agent and any additional agents.

• Verify that customer notification preferences are correct, including text and email alerts.

• Click Schedule and Send.

• Confirm the job on the calendar for the selected date.