Estimator Scheduling

Estimator Scheduling

To view the Estimator Scheduler Calendar:

Go to Projects and then select the Calendar to view all scheduled appointments.

There are Three Methods to add an appointment to the Estimator Calendar:

Method 1: Add a New Project and Save and Schedule Immediately

Create a new project with the following information:

1. Select the Client
2. Assign the Arborist
3. Name the Project

Once the project information has been entered you will have the option to Save and Schedule the appointment or Save the project and then schedule at a later time.

The Save and Schedule option will take you immediately to the Schedule Appointment screen where you can add the Appointment Date and Time and any additional information in the notes section.

Once you finish entering the appointment details, Click Save and then you will see the appointment listed on the calendar in the arborist's assigned color.

Method 2: Scheduling a Project from the Projects List

1. From the projects list, select a pending status project and Click on the Scheduling icon on the right to schedule an appointment.
2. When the schedule window opens, set the appointment and save.

Method 3: Scheduling a Project from the Calendar

1. From the Calendar view, double click a time slot on the calendar.
2. The Schedule an appointment window will open with that date and time.
3. Choose a pending project from the drop down project name menu.

Accessing Estimator Scheduling from the Mobile App:

1. From the ArborNote Mobile App Projects screen, Tap on the Appointments icon on the bottom middle of the screen.
2. A list of scheduled appointments will be displayed that are assigned to that Arborist.
3. Tap into the appointment and you will be directed to the location map where you can immediately start mapping trees.
4. Once the tree mapping is completed, the Arborist can long tap on the appointment from the project list again and change the status to “Inventoried.”