Install dates with their arrival window, booked once
Book a real install date, with its arrival window, before you leave. Once the sale is resulted, the Install dates button opens the dates Salesforce is offering for that job's install work order. Each date shows its arrival window: 8 AM–Noon, Noon–4 PM or 4–8 PM. The best fits for the crew route are starred. You see a preview, and nothing is booked until you confirm.
Tap a 4–8 PM window late in the year and a small note warns that it gets dark early. It only shows when you pick that window. A job that is already scheduled can't get a second date, unless the install date was missed. And the card header shows just the date, with a small “booked by you” or “booked by” and your manager's name after it.
Sold jobs without a date are easy to find: on All Opportunities each one shows a Pick install date chip. Tap it to book (you confirm first), email the open dates to the customer, or copy them for a text. Nothing is ever made up — only dates Salesforce offers appear.
- 1Every date with its arrival window
- 2A dark-out note only when a late window is picked late in the year
- 3One date per job, unless it was missed
- 4The date in the header, and who booked it
- Result the sale once the DocuSign is signed. Install dates appears in the header.
- Tap it and pick a date and window with the customer.
- Read the preview and tap Book. The header shows the date and “booked by you”.
What it does, step by step
- Once the sale is resulted, Install dates appears in the header.
- Tap it. Every date Salesforce offers shows with its arrival window. The best fits are starred.
- A late-year 4–8 PM pick shows a small note that it gets dark early.
- Read the preview and tap Book. The header shows the date and who booked it.
Time it saves Estimates
| Task | By hand, typically | With the app, typically |
|---|---|---|
| Booking an install date | 10–20 min of calls | 1–2 min at the table |
Typically 10–20 minutes per sale.
Typical estimates, not guarantees.
Errors it prevents Guesstimates
- A job booked twiceOne date per job, unless the date was missed.Guesstimate: double bookings gone
- A date the schedule never offeredOnly dates Salesforce offers can be picked.Guesstimate: about 1 reschedule a month avoided
- A customer surprised by the arrival timeThe window is shown, and the dark-out note when it matters.Guesstimate: fewer install-day calls
Time figures are typical estimates for an active rep, not guarantees. Error figures are guesstimates for a rep closing about 10 jobs a month. Both vary with the rep, the office and the job.
Who it helps
- The repBook it once, at the table.
- Office & installersDates that fit the crew route.
- The customerKnows the day and the window before the rep leaves.
- The managerSees who booked each date.
Feature LHM-F-42 · a proprietary feature of Praxion Exterior Edition™ · © 2025–2026 James Donsing · Praxion Agentic CRM Solutions. All rights reserved. Privacy policy