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Online Booking: Enabling "On-Site Estimates" (Assessments)

Offering customers the option to book a sales visit instead of a paid job.

Updated over 3 weeks ago

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Avatar > Settings > Integrations > Online Booking > Scheduling Tab

Allow On-Site Estimate

In the Scheduling Options tab, you can toggle this feature on.

  • What it does: Adds a specific "On-Site Estimate" option to your booking menu.

  • Benefit: If a customer selects a standard Service, it creates a Job. If they select this option, it creates an Assessment in your system instead. This helps you distinguish between paying work and sales visits.


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