Appointment Booking Job Diary

Appointment Diary CRM on Mobile Device

How Does it Work?

The Appointment Diary shows all bookings and jobs scheduled for your site technicians and sales team. Whatever appointments you book will appear here. From customer sales appointments to field service jobs, they are all easily filtered by day, week or month. Further, you can view each sales rep or service engineer diaries separately.

If you search for a customer account, this can be by name, part of the address or even the telephone number. Results are easy to find and filter, making locating your customer details a simple task.

To change a booking, simply drag and drop the appointment to a new date and the job is done.

What about Reminders?

You can set personal reminders that only you can see, or target certain users. With My Field CRM there is always a choice with how you want to work. Setting recurring entries on your diary or timed notifications is simple. There is no need to ever miss another appointment.

Book An Appointment

Appointments diary shows bookings and appointments for sales and service engineers or general appointment booking. Scheduled by day, week or month with drag and drop capability to easily re-book your appointments.

 
Book An Appointment

Filter by job type or service technician

  • Share with colleagues using view permissions
  • Colour coded identification for each job type
  • Drag and drop to quickly change the booked date
  • Right click to edit appointments instantly
  • View details by day or by month
  • Links directly to our SMS text message service
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Customer Search

Search for any part of the address, name or even the invoice number will find the record you are looking for. If it's a broad match search, I.E. lots of records are returned, simply use the instant filters built into the search facility to reduce the number of matches instantly.

 
Customer Search

Show only necessary detail

  • Filter page results by individual rep or job type
  • Filters can be customised with permissions
  • Show only the details you need
  • Allow fine control over who can see what
  • Permissions can restrict view for each user
  • View individual diaries and appointments
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Book A Site Visit

Booking on-site visits or sales appointments using the appointment diary is done in seconds. Create a new customer then book an appointment in one go. Search for an existing customer and arrange a visit for your sales team or service engineers directly from the appointment diary.

 
Book A Site Visit

Stay on time with calendar control

  • Simple calendar control for appointment date pick
  • Large visual buttons for easy time identification
  • Easy alternative to Drag & Drop for mobile users
  • Book and change appointments instantly
  • Instantly updates your records and customer files
  • Links to AutoMap for instant navigation details
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Sms Text Messaging

Text messaging is a powerful marketing tool. Text messages get read! it's a certain method of ensuring your message gets to the people you want to read it. Our SMS text messaging service is included in all plans as standard.

 
Sms Text Messaging

Instant text message marketing

  • Text a customer to tell them about a delivery
  • Remind customers of a due service appointment
  • Promote your products and services direct
  • Alert sales and service reps about new tasks
  • Easy to use, integrates directly with CRM record
  • Includes 10 free texts to get you started
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Group Texting

Send a message to each person on your diary at the same time. This could be to remind of a delivery, or maybe an engineer visit. Send to everyone or group by job type.

 
Group Texting

Send the same message to many contacts

  • Group by job type or sent to all
  • Remind about engineer arrival
  • Inform customers about a delivery
  • Inform all your staff about a meeting
  • Instant message direct to the customers device
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