Customers & scheduling

Book a site visit

Schedule a visit to scope a job before you quote — and let customers request one from your web page.

About 2 minUpdated Jul 2026

Some jobs you can’t price over the phone — you need eyes on it. A site visit gets you there, on the calendar, with the customer’s details ready, so you can quote accurately once you’ve seen the work.

Book a visit

  1. Add the visit to your calendar

    Book the visit with the customer’s name, address, and a time. It lands on your calendar alongside your jobs, so you can see your whole day.

    app.getlever.ai
    Site visit
    Jo Martin
    18 Birch Ave
    Thu, 25 Jul · 2:00 PM
    Add to calendar
  2. Quote once you've seen it

    After the visit, turn what you found into a quote — the customer’s already in the system, so it’s a fast turnaround while it’s fresh.

Let customers request one

If you’ve published your web page, customers can request a visit themselves — it drops onto your calendar without a single phone call. You can even set a visit fee if you charge for callouts.

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