WindoorERP Documentation 19.0

Schedule and coordinate lead site visits, surveys, and appointments on the calendar

1 min read Updated 2026-08-28 WindoorERP 19.0

What this does

Coordinates on-site laser measurements, architectural consultant design reviews, and showroom client appointments directly on a synchronized sales calendar.

Before you start

  • Sales Representative access with Calendar permissions.

Steps

CRM leads appointment scheduling calendar view

Important

Site survey appointments scheduled from CRM sync directly to mobile surveyor devices for instant field access.

  1. 01
    Open CRM › Sales › My Pipeline and switch to the Calendar view.
  2. 02
    Click on an open time slot to create a new appointment linked to a specific opportunity.
  3. 03
    Select the appointment type (e.g. Site Survey & Measurement, Sample Presentation, Contract Signing).
  4. 04
    Set attendees: assign the technical surveyor, sales engineer, and client contact.
  5. 05
    Add meeting notes, location coordinates, and automated SMS/email reminders.

Common mistakes

  • Scheduling site surveys without attaching Google Maps location pins or villa contact numbers.
  • Double-booking technical estimators during peak installation survey hours.

Continue learning

Analyze expected revenue, stage probabilities, and prorated manufacturing pipeline Evaluates pipeline financial value by calculating Expected Revenue and Prorated… Manage team activity boards, phone call logs, site survey tasks, and overdue actions Serves as an operational mission control for all client interactions…

Was this article helpful?

Running a window or door factory?

Ask for a demo