👉 Calendars -> New Project Calendar Type for Managing Projects and Consultations 📅
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G J
Ideally a gantt chart type of calendar for home service businesses such as construction, renovation, plumbing, heating and gas engineers, roofing, fencing, tiling, painting, and other niches that would benefit from a new project calendar type that offers booking and tracking of work over multiple dates i.e. from stripping down any existing installation, running prep, quoting, procurement, and then performing a fresh install or upgrade — such as for a new boiler, a new bathroom or kitchen installation, or even garden, patio, home renovations, upgrades or new installs. Clients must be able to schedule a series of appointments and block time for a particular project, both over the phone and remotely, as well as at their property. The current calendar types are not suited for logging these activities, and identifying and blocking dates over a period of a week, fortnight, a month, or more at once.
So if clients can define typical stages/lifecycle of their projects or consultations within the calendar, then customers or even clients themselves or staff simply would choose the date for each stage and assign a staff member to carry out the work. I assume we'll need some level of integration with Docs and Contracts, Estimates, Invoices, and Payment products, too.
This would be useful to dentists, chiros, etc. and every service business that does consultation sessions, as they could then configure the sequence of consultations after a set number of days, weeks, or months after the 1st consultation.
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Paul Kunad
tracking of work over multiple dates would also be very beneficial for health care practitioners for example! Many of them sell packages of 3-4 appointments and currently there is no easy way to track how many appointments per package have been used.