Auto-Schedule Plumbing Job When Estimate is Approved
Automatically create and schedule a job the moment a customer approves your plumbing estimate.
When
Estimate approved by customer
Then
Job scheduled on calendar
2 hours per day
Time Saved
25% higher estimate conversion
ROI Impact
When a customer approves a plumbing estimate, the system automatically creates a job with all details, presents available time slots, and books the appointment - converting approved quotes to scheduled jobs in under 5 minutes.
How This Automation Works
Estimate approved by customer → Job scheduled on calendar
Estimate Approval
Customer approves estimate online
Job Creation
New job created with all details
Slot Selection
Customer chooses available time
Confirmation
Job booked and confirmations sent
How It Works
Stop losing jobs to slow follow-up. When a customer approves your estimate online, this automation instantly creates the job, checks technician availability, suggests optimal time slots to the customer, and books it on your calendar - all within minutes of approval.
The Trigger
When a customer clicks approve on a digital estimate sent via email or customer portal
The Action
A new job is created with all estimate details and the customer is prompted to select from available time slots
Common Use Cases in Plumbing
- Water heater replacements
- Bathroom remodels
- Pipe replacement projects
- Drain line repairs
- Fixture installations
Results You Can Expect
Faster Conversion
Book jobs before competitors
Higher Close Rate
Strike while interest is hot
Zero Admin
No manual job creation
Better Experience
Seamless customer journey
Frequently Asked Questions About This Automation
Customers receive estimates via email or portal with a simple Approve button. They can also request changes or ask questions.
Set Up Smart Scheduling in Minutes
Stop doing manual work that software can handle. Fieldproxy makes it easy to set up this automation and dozens more - no coding required. Our AI builder helps you customize everything to match your exact business process.
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