Using your calendar and taking bookings
Keep your jobs in the diary so you always know what is on and when.
Your calendar is the diary built into your BuildMyService App. Once a customer says yes to a quote, you pop the job in the calendar so you always know what work is on, what day, and where. It keeps everything in one place instead of scattered across your phone, a paper diary and your memory.
You are in control of the diary. You decide what goes in and when, which is how most tradesmen like it. (Letting customers book a slot themselves without you lifting a finger is a Premium AI feature; on your plan you book the jobs in yourself.)
Follow these steps:
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1Open the BuildMyService App and tap Calendar.
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2Tap the day and time you want to book the job in.
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3Add the customer, a title for the job, and any notes you need on site.
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4Save it. The job now sits in your diary, alongside everything else you have on.
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5Move the matching job to the Booked stage in your pipeline so the two stay in step.