1h ago
Improve Pending Bookings into a quote follow-up workflow
Pending Bookings is helpful as an intake queue, but I would love to see it become more useful for managing leads that are not ready to book immediately.
The goal is not to replace Pending Bookings. It is to make it easier to manage the sales process after someone fills out a booking or estimate form but before they become a scheduled job.
What would help:
- Custom statuses such as New, Needs Quote, Quote Sent, Follow-Up Due, Booked, and Lost
- Follow-up reminders or snooze dates
- A clear Last Contacted and Next Follow-Up field
- Quote or estimate amount visible from the pending booking list
- One-click follow-up by email or SMS
- Notes/history tied to the pending booking before it becomes a customer
- Reason lost / not booked
- Reporting on pending bookings converted to first clean and recurring client
This would help owners see which leads are slipping through the cracks and make ZenMaid more useful as the sales-to-schedule system, not just the calendar after someone is already booked.
Pending