Enabling estimated.services to be self-scheduled is easy!

NOTE: when this feature is disabled your client will be directed to contact you to schedule the work when they click the 'Book Now' button on the estimate.


FROM THE WEB APP


Step 1: Click to edit an estimate

Step 2: Click on the option you want to allow to be scheduled online.

Step 3: Click the "Allow client to self-schedule this option" box

Step 4: Save

NOTE: Most estimates for in-home / on-site services are simple enough to be self-scheduled by the client and enabling this feature is recommended. However, we recommend disabling this option for estimates that require logistical & scheduling challenges.


FROM THE MOBILE APP

Step 1: Tap on an estimate to edit.

Step 2: Scroll to the option you want to allow to be scheduled online.

Step 3: Toggle the "Allow client to self-schedule this option".

Step 4: Save & Done.

NOTE: Most estimates for in-home / on-site services are simple enough to be self-scheduled by the client and enabling this feature is recommended. However, we recommend disabling this option for estimates that require logistical & scheduling challenges.

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