Appointment Scheduling Handbook

What’s a great CRM/appointment scheduling app for a home improvement contractor to use?

There are many generic appointment scheduling apps with integrated CRM that are useful for this purpose. However, many apps are made for construction fields specifically, with integrated BIM automation and designing tools. Some of the most popular booking apps for this purpose are listed below:

Wrike

Wrike boasts the features of Gantt charts, Calendars for scheduling, Project Updates, Personalized Dashboards, and window for sharing progress with clients. It also allows Workload View for resource management and auto-assigning tasks with custom forms. Besides, it has an android and iOS application. It has a free version, and a paid version starts at 9.80$ per month.

SmartSheet

With Smartsheet, you can schedule appointments, assign tasks, and share progress with clients to maintain transparency and trust. Using their self-service analytics, you can review reports and dashboards to keep up to date with work progress. Planning events, file sharing, work automation, tracking, and reporting work are some of the additional features of Smartsheet. An intuitive interface and smooth accessibility features make this application one of the best.

Calendly

Calendly lets you customize your meeting slots by providing details such as a 30-minute meeting or a round-robin, a group, or a one-on-one. It syncs with your calendars such as Google, Outlook, or Yahoo and keeps your timetable up to date. Your clients can then choose from these options to book a meeting or schedule an appointment. It also has an integrated CRM to assist you with administrative and marketing tasks. Calendly has three plans, a free Basic plan, a Premium for 8$ per month, and a Pro for 12$ per month.