Pre-books

Owned by Allison Derome (Unlicensed)
Last updated: Oct 12, 2021 by Alex Morrisson
1 min read

Pre-books allow you to allocate an appointment to an installer prior to the quote being accepted.  


The steps would be

  • Lead created

  • Sales person attends Lead appointment,

    • creates sale

  • Sales person needs more information from another source

    • creates Pre book for installer (note job has not been won at this stage)

  • Installer attends Pre book appointment

  • Customer accepts order - Pre book should be completed


Creating a Pre book

To create a pre book, on your quote summary screen select

  • Options
  • Create Pre-book

This then creates an entry within Dispatch with a status of "Unconfirmed" and a dispatch type of "Pre-Book".

See this link for more information on Dispatch > Dispatch you will need to have a dispatch type of "Pre-book" setup > Dispatch Type

Note: Once the quote is accepted you can no longer create a pre-book