YND OS Help Center

Purpose

This page explains how a job that just went sold gets scheduled for its site assessment within the required 48-hour window.

Who owns it

Dispatcher.

Trigger

An opportunity on /opportunities moves to the sold stage after the SAD is paid (see /help/workflows/proposal-to-sad).

Steps

1. Check /dispatch for newly sold jobs entering the dispatch queue.
2. Open the job and confirm the property address, door list, and any special access notes from the customer record on /customers.
3. Identify an available Project Manager or field team using /schedule and /my-schedule.
4. Book the site assessment appointment on /appointments, making sure the date/time falls within 48 hours of the sold timestamp.
5. Confirm the appointment appears on /schedule for visibility across the team.
6. Notify the assigned PM and the customer of the confirmed appointment window.
7. Monitor /dispatch to make sure no sold job sits unscheduled as the SLA clock runs down.

Done when

The site assessment appointment is booked on /appointments within 48 hours of the job being marked sold, and the job no longer appears as unscheduled in /dispatch.

Handoff to

Project Manager (Sergio + PMs), who performs the on-site field capture — see /help/workflows/field-capture.

Common mistakes

• Letting a job sit in the dispatch queue without action, breaching the 48-hour SLA.
• Booking the appointment without checking the PM's real availability on /my-schedule, causing a reschedule.
• Not confirming access details (gate codes, pets, parking) with the customer before the visit.