Appointments & Booking

Step 1 — Appointments Dashboard

Today’s Appointments

9:41

Appointments

Today

This Week

Pending

Today

This Week

Month

8:00 AM – 9:30 AM

1.5 hrs · Estimate

Confirmed

Sarah Mitchell

Water Heater Estimate

412 Oak St, Akron, OH

Navigate

Call

Text

10:00 AM – 12:00 PM

2 hrs · Service

In Progress

James Rodriguez

HVAC Repair — Unit 2

89 Maple Dr, Cuyahoga Falls

Navigate

Call

Text

1:30 PM – 2:30 PM

1 hr · Follow-Up

Pending

Linda Chen

Roof Inspection Follow-Up

1020 Summit Blvd, Akron, OH

Confirm

Call

Reschedule

AppointmentsDashboard with tab-filtered lists and quick-action chips

useQuery(api.appointments.listByDate) · useAppointmentActions()

Step 2 — Calendar View

Month Calendar + Day Drawer

9:41

Calendar

February 2026

Sun Mon Tue Wed Thu Fri Sat

Estimate

Service

Follow-Up

Consult

Monday, Feb 24 — 3 Appointments

8:00 – 9:30 AM

Water Heater Estimate

Confirmed

11:00 AM – 12:00 PM

Gutter Follow-Up

Done

2:00 – 3:30 PM

HVAC Repair

Active

CalendarView with month grid, color-coded dot indicators, and day detail drawer

useQuery(api.appointments.getMonthSummary) · onDayPress callback

Step 3 — Appointment Detail

Full Detail View

9:41

Appointment

Confirmed

Customer confirmed via text

Mon, Feb 24 · 8:00 AM

Duration: 1.5 hours · Estimate

Customer

Sarah Mitchell

(330) 555-0142 · sarah@email.com

Call

Text

412 Oak St, Akron, OH 44301

Single Family · 2,400 sq ft · Built 1998

Open in Maps

Job Scope

50-gallon gas water heater is leaking from the bottom. Customer wants estimate for replacement. Unit is in basement, accessible via interior stairs.

Plumbing Water Heater Estimate

Notes

Customer prefers morning appointments. Large dog in backyard — enter through front door only. Previous estimate from competitor was $3,200.

Reschedule

Cancel

AppointmentDetail with customer card, map preview, scope, and actions

useQuery(api.appointments.getById) · useMutation(api.appointments.cancel)

Step 4 — Book New Appointment

New Booking Flow

9:41

New Appointment

Appointment Type

Estimate Consultation Service Follow-Up

Customer

Sarah Mitchell

Property

412 Oak St

Akron, OH 44301

Date

Wednesday, Feb 26, 2026

Available Slots

8:00 AM

9:30 AM

11:00 AM

12:30 PM

2:00 PM

3:30 PM

Estimated Duration

30 min 1 hr 1.5 hrs 2 hrs 3+ hrs

Notes

Customer requested morning slot. Bring catalogs for water heater options...

Buffer Time

30 min between appointments

Send Confirmation

Text + email to customer

Book Appointment

BookAppointment wizard with customer search, date/time picker, and toggle options

useMutation(api.appointments.create) · useAvailableSlots(date)

Step 5 — Customer Self-Booking

Homeowner Booking View

9:41

Mitchell Plumbing & HVAC

Licensed · Insured · 4.9

Step 2 of 3 — Choose Your Time

February 2026

S M T W T F S

Thursday, Feb 26 — Available Times

8:00 AM

10:00 AM

1:00 PM

3:00 PM

Tell Us About Your Project

What do you need help with?

My water heater is leaking from the bottom and I need a replacement estimate.

Photos (optional)

IMG

Preferred Contact

Text Call Email

Confirm Booking

You’ll receive a text confirmation within 5 minutes. Free estimates — no obligation.

CustomerSelfBooking public page with calendar, intake form, and photo upload

httpAction(api.public.appointments.book) · useContractorAvailability()

Step 6 — Dispatch Board

Map + Route View

9:41

Dispatch

Optimized Route Saves 22 min vs current order

Apply

Today · 4 Stops

Mike T.

Sarah Mitchell

412 Oak St, Akron · 8:00 AM

Confirmed

14 min

James Rodriguez

89 Maple Dr, Cuyahoga Falls · 10:00 AM

Active

8 min

David Park

1020 Summit Blvd, Akron · 12:30 PM

Pending

21 min

Linda Chen

750 Market St, Akron · 2:30 PM

Confirmed

43 min

Total Drive

28 mi

Total Distance

6.5 hrs

Work Time

DispatchBoard with map pins, route optimization, and drive-time connectors

useQuery(api.appointments.getTodayRoute) · useRouteOptimizer()

Step 7 — Availability Settings

Weekly Schedule + Controls

9:41

Availability

44 hrs

This Week

5 days

Active

30 min

Buffer

Working Hours

Mon

8:00 AM

–

5:00 PM

Tue

8:00 AM

–

5:00 PM

Wed

8:00 AM

–

5:00 PM

Thu

8:00 AM

–

5:00 PM

Fri

8:00 AM

–

3:00 PM

Sat

Day Off

Sun

Day Off

Break

Lunch

12:00–1:00 PM

Buffer

30 min

Between appointments

Daily Max

Auto-blocks when reached

Booking Link

3bids.io/book/mitchell-plumbing

Copy Link

Blocked Dates

Add

Mar 15–16, 2026

Family vacation

Apr 3, 2026

License renewal appointment

Pro Tip: Contractors with 30-min buffers report 40% fewer late arrivals. Your customers get notified automatically when you’re en route.

AvailabilitySettings with weekly grid, buffer slider, and blocked dates manager

useMutation(api.appointments.updateAvailability) · useContractorSchedule()

Step 8 — Appointment History

Past Appointments + Stats

9:41

History

72%

Conversion

156

Total

No-Show

All Completed Cancelled No-Show

Last 30 days

Change

Sarah Mitchell

Feb 20 · Water Heater Estimate · 1.5 hrs

Converted to $3,400 job

Done

Marcus Johnson

Feb 18 · HVAC Service · 3 hrs

Converted to $1,800 job

Done

Amy Nguyen

Feb 15 · Roof Consultation · 1 hr

Cancelled

Robert Kim

Feb 12 · Electrical Estimate · 1 hr

Done

Patricia Garcia

Feb 10 · Plumbing Estimate · 1 hr

No-Show

Tom Bradley

Feb 8 · Deck Follow-Up · 45 min

Converted to $8,200 job

Done

AppointmentHistory with conversion stats, outcome badges, and date filtering

useQuery(api.appointments.getHistory) · useConversionStats()

Data Architecture

Schema Tables


        appointments // Core appointment records

        appointmentSlots // Available time slots

        appointmentAvailability // Weekly schedule config

        appointmentBlockedDates // Vacation, off days

        appointmentReminders // SMS/email notifications

        appointmentHistory // Outcome + conversion log

Queries


        listByDate // Today/week/month filter

        getById // Full detail with customer

        getMonthSummary // Dot counts per day

        getTodayRoute // Ordered stops + drive time

        getAvailability // Weekly hours + breaks

        getAvailableSlots // For date + duration

        getHistory // Past with outcomes

        getConversionStats // Rate, total, no-show %

Mutations


        create

          args: customerId, propertyId, date, time,

            type, duration, notes, sendConfirmation

        reschedule

          args: appointmentId, newDate, newTime

        cancel

          args: appointmentId, reason

        updateStatus

          args: appointmentId, status

        updateAvailability

          args: schedule, breaks, buffer, maxPerDay

        addBlockedDate

          args: startDate, endDate, reason

Components


        AppointmentCard // Dashboard list item

        CalendarView // Month grid + dot indicators

        DayDrawer // Bottom sheet for day detail

        TimeSlotPicker // Grid of available times

        DispatchMap // Map + route pins

        RouteCard // Stop card w/ drive time

        AvailabilityGrid // Weekly schedule editor

        BufferSlider // 15-60 min range input

Appointment Statuses


        pending // Awaiting confirmation

        confirmed // Customer confirmed

        in_progress // Contractor on-site

        completed // Finished successfully

        cancelled // Cancelled by either party

        no_show // Customer didn't show

        rescheduled // Moved to new time

Appointment Types & Integrations


        // Types

        estimate → Free, 30-90 min

        consultation → Paid, 60 min

        service → Scheduled work, variable

        follow_up → Post-job check, 30-60 min


        // Integrations

        SendGrid → Email confirmations

        Twilio → SMS reminders (24h, 1h)

        Google Maps → Route optimization