Estimator Scheduling - Mobile

To schedule an estimator appointment from the mobile app:

1. Tap on the "Appointments" tab at the bottom of your screen.
2. Next, you can can either tap on the "+" icon in the top left or on a time slot to add a new appointment.

3. A pop up window will open allowing you to select or add a new project to schedule.
   • Tap on the project field and select an existing project from the list or click on the "+" from the project field and enter the new project information.
   • Assign the Arborist.
   • Enter start/end times.
   • Add important notes for the Arborist.

4. Once the appointment is saved you will see it appear on your calendar.
   • You can tap on the "Funnel" icon to filter your calendar appointments by an individual arborist.
   • The assigned estimator will receive an email notifying them the new appointment has been scheduled.

5. The Arborist can now tap on the appointment to access the following menu:

• Tap on "View Appointment Note" to see important notes about this estimate.
• Tap on "View Project" to start mapping trees.
• Tap on "Inventoried" once mapping is complete. Doing this will remove the appointment from the estimator's list and mark the project inventoried.
• Google/Apple Map Options: Tapping on these options will give driving directions to the estimate site.

Additional options include:

"Edit Appointment" - To edit upcoming appointment details.

"Delete Appointment" - To remove estimator appointment.