Trade Job Booking
Scheduling
Book a crew window with the address, access notes, and whether someone will be home.
A text that says “Thursday anytime” is how a crew idles in a driveway. This template asks for a day, a window, and whether someone will be home so dispatch can confirm a slot instead of guessing.
Who it is for
Trade dispatchers and one-office shops that still book by phone.
When to use it
Use it after a quote exists, or for repeat customers. Trade Quote Request is the estimate. Job Completion Sign-Off is the handshake at the end. Salon Appointment is a chair, not a job site.
What this form collects
Contact, address, preferred day and window, on-site radio, access notes, and an optional quote number.
- Confirming a quoted install
- Warranty callback booking
- Seasonal HVAC start-up window
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Trade Job Booking
Frequently asked questions
Is the window a promise?
No. Dispatch still confirms. Say windows can move if the earlier job runs long.
Where does the gate code go?
Do not collect lockbox codes on the public form if you can avoid it. Confirm the booking first, then take the code on a call.
What if they have no quote number?
Keep it optional. New customers can book a look; you can still send them to Trade Quote Request first.
Related templates
Nearby GRTforms templates for the same job or the next step after this one.
Trade Quote Request
Collect a job address, the trade, photos, and a preferred window so a crew can price the work.
Job Completion Sign-Off
Capture a customer sign-off when the crew is done — what was finished, what was left, and a signature.
Maintenance Visit
Intake a repair visit with unit, issue type, access window, and how to get into the space.
Appointment / Booking Request
Request an appointment with a preferred date and time window.
Consultation Booking
Take sales and advisory consults with topic, format, and a preferred window — not a silent calendar hold.