Sample. Ridgeway Tree Care is a made-up business, and nothing here is sent. These are the real form, emails and pages, shown with a made-up customer.

Ridgeway Tree Care

Estimate scheduling

Customers pick times for a free estimate right on your quote form. You confirm one with a tap, and the emails go out for you.

  1. 1Your customer picks up to 3 times on your quote form. Only the days and hours you take estimates show up.

    Sample quote form with a table of open times, days down and morning or afternoon across, with three times picked

  2. 2You get the request by email, with a Confirm button for each time they picked.

    Sample email to the business with the customer's details and three Confirm buttons, one for each time they picked

  3. 3Tap the time that works. A page opens so you can confirm it, or pick a different time.

    Sample page asking the owner to confirm Tuesday morning, with the customer's other times below

  4. 4It's booked. Add it to your calendar with one tap. You can change or cancel it from here later.

    Sample page showing the estimate confirmed, with buttons to add it to a calendar, call the customer, change or cancel

  5. 5Your customer gets the time by email, with a calendar invite attached.

    Sample email to the customer with the confirmed day, time window, address and a calendar invite attached

  6. 6The day before, your customer gets a reminder with the time and address.

    Sample reminder email to Dana from Ridgeway Tree Care: your free estimate is tomorrow, Tuesday morning, at 1418 Pecan Street

  7. 7You get a list of tomorrow's estimates, with each address and phone number.

    Sample email to the business listing tomorrow's estimates: Tuesday morning, Dana Miller, tree removal, with her address and phone number