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Installer and survey scheduling for enclosure businesses

Visits, surveys and installations in one schedule shared by the whole team, with no personal calendars or phone calls to agree dates. The office sees free slots and the installer knows what to bring and where to go.

Scheduling and surveys

Every appointment with its type and colour.

By job typeVisit, survey, installation, call, meeting or delivery, each colour-coded.
SurveyorsEach surveyor’s available days, visible when booking.
Week and monthSwitch views depending on what you need to plan.
Survey on fileMeasurements taken on site are recorded in the quote.

Installer schedule

Your whole field team on one screen.

By personFilter the schedule for each installer or surveyor.
By typeSeparate installations, surveys and visits.
Day, week or listWhichever view works best for the office or the crew lead.
No blind double-bookingSee free slots before committing to a date with the customer.

The job, ready for the installer

What to bring and where to go.

Installer and hoursWho installs, when it starts and when it’s due to finish.
Documents and materialsThe contract, documents and materials for each job.
On the installer's phoneIt's a web app: it opens in the phone or tablet browser.
Status of every jobSurvey, scheduled, in progress, on hold or completed.

See it working on a real project

A guided 30-minute demo using a quote from your business.

Partners

Want to distribute CerraSoft in your country?

We are looking for companies that want to offer CerraSoft in their region. Get in touch and we will explain how we work with our partners.

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