When a customer books online or sends a request, it shows up in Inbox, and the count beside Inbox in the menu goes up. New request alerts go to the email in Settings.
1. Open it
Open Inbox and press the new request. Read the job, the photos the customer added (up to four) and their details. A request marked Emergency is urgent.
2. Reply
Press Call, Text or Email at the top. Text opens your phone's messages app. Zome moves the request's status along for you at the key moments, and you can change it yourself under Status.
If you confirm bookings yourself, the customer has been told you'll confirm the exact time with them.
3. Choose what's next
- Send a price. Press New estimate and build it. See Send an estimate and get it accepted.
- Book it. In Book this job, check the job name, pick a Date and Time window, add a price if you know it, and press Book job. Leave the box ticked to send the customer a confirmation. It's now in Jobs.
- Not a fit. Open Didn't win this one?, pick a reason and press Mark as lost.
If texting and email aren't connected yet, a confirmation waits in Follow-ups for you to send.
4. Finish the job
When the work is done, press Done on the job in Jobs. You can type the final amount first. If review requests are on, the customer gets one.
5. Bill it
Press Invoice on the completed job. See Invoices, payments and reminders.
Keep track
Use the tabs in Inbox: Open, New, Booked, Won, Lost and All. Statuses move along by themselves at the key moments. See Your inbox and request statuses.