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
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.aiSite visitJo Martin18 Birch AveThu, 25 Jul · 2:00 PMAdd to calendarQuote 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.
Common snags
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