Book an appointment with your customer right over the phone. When you assign an appointment to a sales rep, JobNimbus will automatically send out a notification letting them know about it. JobNimbus will even send a reminder to the sales rep on the day the appointment is due so they don’t forget about it.
All the appointments you create go onto the sales rep’s calendar in JobNimbus. You can see a full shared calendar, with each of your team member’s appointments color-coded to easily see what’s assigned and when people are available. Show and hide different team members and view appointments in day, week, and month views to quickly find what you’re looking for.
You can even create tasks & reminders for yourself about important things you need to get done. Those tasks will show on your task list as well as the calendar and JobNimbus will send you a reminder when tasks come due so you never forget anything important.