Appointment Details
Appointment Details
The Appointment Details page is where you manage everything related to a single appointment: contacts, linked inspections, contracts, invoices, rescheduling, and cancellation.
Appointment title and status
- Edit the appointment name (helpful for identifying a job quickly).
- Mark an appointment as completed when the inspection is finished.
- Review paid/contract indicators so you can see readiness at a glance.
- Appointments created through public booking still require you to link or create an inspection and send contracts or invoices from this page.
Linked inspections
Appointments can be linked to one or more inspections. This is helpful when one visit results in multiple reports.
- Link inspection: connect an existing inspection to this appointment.
- Create inspection: create a new inspection and automatically link it.
- Open: jump into a linked inspection to work on the report.
- Unlink: remove a link if it was added by mistake (your inspection data is preserved).
Contacts
The Contacts card shows the primary customer and any additional contacts.
- Add/remove contacts and change roles.
- Contacts drive who receives notifications, who signs contracts, and who receives invoices.
Contracts
- Select a contract template.
- Send the contract for signature.
- Track status per signer (sent, viewed, started, completed, declined, expired).
- Resend signing links when needed.
Invoices
- Create an invoice for the appointment.
- Send the invoice to customers via email links.
- Track status (draft, open, paid, voided) and resend if needed.
Reschedule
Update the start/end time and save. You’ll be prompted to send reschedule notifications to contacts.
Cancel
Canceling shows a confirmation step that lists linked items (inspections, invoices, contracts). Canceling does not delete your linked inspections.
Tips
- Link the inspection early so your workflow stays organized.
- Check contract and payment status before the day-of inspection.
- Use the detail page to send contracts/invoices so they stay tied to the appointment.