SCHEDULING BUILT SPECIFICALLY FOR CONTRACTORS
Automate your customer communications, manage your employees, and keep all your customer info in one place.
WHY CONTRACTORS LOVE SCHEDULING WITH HEARTH
One calendar, viewable by anyone on any device.
Automatic customer reminders (text and/or email).
Manage which employees are on each job.
Change permissions (and even give subcontractors access).
Store all your customer information in one place.
Works with your existing calendar system (Google, Outlook, etc).
How Scheduling works in Three quick steps
Create An Event
• Select a time and add customer info (or select an existing customer).
• Assign (or change) employees on the job anytime and the event automatically appears on their calendar.
Notify Customer
• Customers receive text and or email notifications automatically (you control the message/timing) so they never forget you’re coming.
• You can attach documents, quotes, or notes to the event itself. Anytime you change the event (even just rescheduling) you can decide whether to automatically update the customer.
Keep the Ball Rolling
• Customer data is automatically stored so you can easily send financing information, quotes, contracts, or invoices.
