Can the calendar be used to search for customers and create a time range for the services scheduled?

[ArchLandscaping]

I have a Landscaping business and use the calendar to track appointments and price to the customer. The services cost and amount of services being provided can vary depending on the size of the property and job. I send Monthly invoices and all are different and change by customer and services provided. Can I put in a customer name and a date range such as May 1. - May 30 and have an invoice developed for all the services In That date range for a particular customer?

[kellyj]

Hi @ArchLandscaping, welcome to the Community! We're so glad you are here.

We do not have a particular way to do this for you from an automated standpoint. What I would suggest though is keeping an unsent invoice saved in your drafts after the first visit, and adding services to it as the month goes on. At the end of the billing period, you can send that invoice out based on the services rendered.

There is no currently automation between Appointments and Invoices that would allow you to record that, but you can save the Invoices as you pricing varies. We'd also suggest adding your different pricing structures as Items so that it makes the addition of these to the invoice easy and seamless.

Not a perfect solution for sure, but hopefully it will help you be able to navigate a solution. In the meantime, here is a little information on how our Feature Request Process works, feel free to post this as an integration you'd like see in the future.