Scheduling Appointments and Services in Mobile Estimator 7

This article will guide you on how to schedule appointments and work for your crew using the Mobile Estimator 7 app.

Step 1: Open the Mobile Estimator 7 app. Tap the menu at the top left of the screen.

Step 2: Select the scheduler from the menu.

You'll see the Appointment Scheduler and the Work Scheduler at the top left. The little phone icon indicates which scheduler you're in.

Step 3: To schedule an appointment, tap the plus sign at the bottom right.

Ensure you have the correct message set up before scheduling an appointment.

Step 4: To schedule work, tap the briefcase icon at the top right to open the Work Scheduler.

Step 5: Tap the plus sign to add a service schedule on a job. Make sure the job is in work order status with services on it, as we schedule by the service in Arbor Gold.

Step 6: Select your job, service, crew, date, start and end time, then tap Schedule in blue.