Installation and service appointments
If you sell something that needs installing or servicing, the sale does not end at the invoice — it ends when the technician finishes and leaves. Most companies run that part in a notebook or a WhatsApp group: appointments in one place, invoices in another, and when a customer rings to ask “when is the technician coming?” someone says “let me check and call you back”.
The idea in a minute
An appointment is not a new record you create. It is the same order or invoice with a visit date on it — so there is no duplication and nothing to remember to enter in two places.
How it works
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1. The appointment sits on the sale itself
While you raise the order or invoice you set the visit date and time, the technician responsible, the installation address if it differs from the customer's, and any notes from the office. There is no second screen and no separate diary to go and fill in.
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2. The visit has its own status
The money's status and the visit's status are two different things. An invoice can be paid with the installation still undone, and the other way round. So the visit runs its own cycle: scheduled, on the way, completed — or postponed when the customer asks, then rescheduled.
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3. The technician sees his work on his phone
The technician opens the Zemam app and finds his own visits only: today, upcoming, overdue. Each visit carries the customer and their phone, the address, the service required and the office notes. One tap calls the customer, another opens maps at the address.
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4. The technician does not see prices
This is deliberate: the visit screen carries no prices, no totals and no financial detail. The technician needs to know where to go and what to do — not what it sold for. That protects your commercial data and keeps the screen clean and fast on a phone.
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5. The office sees everything, and late shows up
A manager sees every technician's visits, not just their own, and the tabs count how many are today, upcoming and overdue. Late has a clear definition: a date that has passed with the visit not closed. So instead of discovering a forgotten visit when the customer complains, it shows up in a list beforehand.
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6. Postponing and reassigning
The customer asks to postpone, or a technician is ill and the visits have to be spread around. The office postpones and sets a new date, or changes who is responsible — and the change appears on the technician's phone immediately, with no phone calls and coordination.
In short
The appointment is part of the sale, not a separate diary — nothing entered twice.
The technician sees only his own visits on his phone, with no prices anywhere.
Call the customer or open maps at the address with one tap from the visit.
Late surfaces by itself: a date that passed with the visit not closed.
Who this is for
Air conditioning & appliances
The sale is followed by an installation at the customer's home. The appointment travels with the invoice, and the technician gets the address, the model and the office notes on his phone.
Kitchens & furniture
Delivery and assembly at agreed times. The office sees the whole week's appointments and can spread the crews, instead of being surprised on the day.
Maintenance & service
Periodic maintenance or fault call-outs. Every visit is tied to its own document, so you know what was done, when, and for whom.
Glass, aluminium & marble
Measuring happens on one visit and fitting on another. Both sit on the same order, and neither gets forgotten.
Related reading
Do you have technicians on the road every day?
Talk to us and we'll show you the visits screen on a phone, and how the office assigns and follows up without phone calls.