Keep Track Of Appointments & Scheduling Changes All In One Place
Instant Access to Bid Details
The Visit Card clearly presents the time and date of your scheduled bid. No more scrambling through emails or notes to find when your next appointment is set. Everything you need is right at your fingertips.
Easy Rescheduling
Life happens, and sometimes you need to adjust your schedule. With the Visit Card, rescheduling is a breeze. Simply use the card to select a new time or date, and we’ll handle the rest. The updated details will be automatically sent to your connected CRM calendar.
Real-Time Updates
Any changes to the appointment—whether it’s a new date, time, or service details—are instantly reflected in your CRM calendar. This ensures that all your records are up-to-date and minimizes the risk of scheduling conflicts.
How to Get Started
To take advantage of the Visit Card, simply integrate it with your existing CRM system!
Connected CRM’s include
• Jobber
• The Customer Factor
• Markate
• ServiceMonster
• HouseCallPro
• Google calendar
Our support team is here to help you with the setup process and ensure you get the most out of every tool!
The Visit Card is just one of the many ways we’re working to streamline your business operations and enhance your productivity.
Try it out today and experience a new level of convenience in managing your bids and appointments!
