When booking
Book it easily.
Have Perseus or a CSR agent book the appointment for you.
One job, start to finish. Booked, worked, documented, and billed with nothing slipping between the steps.
What Appointments handles
When booking
Have Perseus or a CSR agent book the appointment for you.
Client details
The booking connects to the right client, property, contact details, and notes so the team has the context it needs.
During the visit
Technicians and office teams can work from the same record with forms, photos, materials, work notes, arrival details, and customer history attached.
After the visit
Required forms, signatures, work details, and configured outcomes finish the appointment. The record can then continue into billing, reviews, and follow-up.
From job to payment
Once the job is booked and completed, the same details can move into estimates, work orders, invoices, payment plans, and reviews without starting over. Learn more in Wallet.
01 · Estimates
Build an estimate from the job details, send it for approval, and keep the accepted work connected to the appointment.
02 · Invoices
Move from the finished appointment to a work order and invoice with the job details already attached.
03 · Payment plans
Split a large invoice into installments, track the plan, and keep payments tied to the same job.
After the work is booked
The team sees the customer, property, service, notes, and arrival details before the visit.
The technician records forms, photos, materials, and notes against the same job.
Use the finished work to create the work order, invoice, and payment plan.
Send the review request, answer the next call, or book the next visit with the details close by.
What travels with the job
Appointments