Service areas and auto-assign
Does smart scheduling affect inspections I schedule manually?
Does smart scheduling affect inspections I schedule manually?
No. Area limits only apply to bookings that come in through the online scheduling widget. When you create an inspection from the dashboard or mobile app you can assign any inspector.
What happens if no inspector covers the client's address?
What happens if no inspector covers the client's address?
The client sees a message that the property is beyond your maximum service distance and is asked to contact you directly. Increase the travel distance for a nearby inspector, or book it manually from the dashboard.
Can I use smart scheduling with a single inspector?
Can I use smart scheduling with a single inspector?
Yes. Setting an address and maximum distance for a solo inspector stops clients from booking addresses that are too far away to serve profitably.
Rescheduling
Will the client have to sign the agreement or pay again?
Will the client have to sign the agreement or pay again?
No. Signed agreements and payments stay attached to the inspection; only the date, time, and calendar event change.
Can I reschedule without notifying anyone?
Can I reschedule without notifying anyone?
Yes. Temporarily turn off the reschedule automations, or leave the services unassociated, and the change will be silent.
What if the client reschedules from their end?
What if the client reschedules from their end?
Clients can’t change the time themselves. They contact you, and you reschedule from the dashboard or app so everyone is notified consistently.
Not answered here yet
These come up but do not have a written answer yet. Ask in the chat bubble in your dashboard and we will walk you through it.- A client booked a time I was not available for
- The booking widget is not appearing on my website