Is there free software for a builder’s diary?
It depends which half of the job you mean. If you want a programme of works with task dependencies, that is a project planning tool. If you want the quote visits, surveys and client appointments booking themselves, Picktime does that free for one person, with your own booking page and payment taken at booking.
Can clients book a quote visit themselves?
Yes, and that is the point of the page. They see the mornings your surveyors are really free, pick one, leave their details and get a confirmation by email. No account, and no call to return.
Can I take a deposit for a measured survey?
Yes. Charge the full fee, a percentage of it or nothing, set separately for each service, and take it through PayPal on the free plan or through Stripe or Square on the paid ones, into your own account. A free quote appointment and a paid survey can sit on the same booking page.
Can two surveyors share one account without clashing?
Yes. Each one gets their own login, their own working hours and the services they cover, so the page only offers a loft survey in the diary of somebody who surveys lofts and stops offering a slot the second it is taken.
Will it draw me a construction programme?
No, and it does not pretend to. Picktime books appointments: the client-facing half of the week. Plenty of firms run a planning tool for the programme and Picktime for everything a customer needs to book. Once a job is under way, the meetings the client is in have a page of their own, booking site visits on a live job, which covers the progress walk-round, the stage sign-off and the snagging visit.
Can I ask for the postcode and access details when they book?
Yes, on the paid plans. You write the booking form questions yourself, so the page can ask for the postcode, the parking, whether there are existing drawings and whether the building is listed. The answers come attached to the appointment.
Does it work from a phone on site?
Yes. There are iOS and Android apps and the whole thing runs in a phone browser, so the next address, the access notes and the customer’s number are there without going back to the office.